I will create your dream CRM platform


About this gig
I will build a custom CRM around the way your team manages opportunities, contacts and daily work.
My portfolio example, HolonomiX Federal Intelligence, shows a connected workflow from opportunity review to a stage-based pipeline and detailed pursuit records. It brings contacts, documents, partners and activity history together, with an AI assistant that works within the user's role.
Depending on the agreed scope, your CRM can include:
- A pipeline board with stages that match your process
- Opportunity and contact records with linked documents
- Search, filters and an activity history
- Workflow automation and an AI assistant
The portfolio screens use fictional demonstration data. They show the application and workflow, without exposing a live client pipeline.
Please send your workflow, must-have features, user roles and current tools before ordering. We will agree on the deliverables first. Integrations, migration, AI features and deployment are included only when specified in the package or custom offer. Hosting and API usage are billed separately.
Get to know Bradly A
AI Automated Workflow Expert
- FromUnited States
- Member sinceJan 2026
- Avg. response time12 hours
Languages
English
My Portfolio
Other Software Development Services I Offer
FAQ
What does the portfolio show?
HolonomiX Federal Intelligence is a custom opportunity-management application shown with fictional demonstration data. The portfolio illustrates pipeline stages, pursuit records, linked contacts and documents, activity history, and a role-aware AI assistant.
Will my CRM look exactly like the portfolio?
The portfolio is an example of a connected workflow. Your screens, fields and stages will follow the agreed requirements and package scope.
Can an AI assistant be included?
Premium includes a scoped AI assistant and two agreed automations. The portfolio shows an assistant that reads records within the user's role and presents actionable tables. Its allowed actions and model access will be defined in the agreed project scope.
Are integrations, migration and deployment included?
Standard and Premium each include one agreed integration. Migration and deployment are included only when explicitly listed in the package or custom offer. Share your systems, data format and hosting requirements before ordering.
Does the portfolio show real client information or results?
No. The README states that topics, pursuits, contacts and partners are fictional, and no live pipeline data appears in the images. Displayed opportunity values and outcomes are demonstration data.
Are hosting and API usage included in the price?
Hosting and API usage are billed separately from the package price. Share your hosting preferences and any AI or third-party service requirements before ordering so the scope and required services can be agreed.

