Description

This project involves the design and development of a modular business process automation and CRM integration platform aimed at streamlining sales, operations, billing, renewals, and customer management for service-based and B2B organisations. The platform is intended to replace fragmented manual workflows with a unified, automated system that improves operational efficiency, data visibility, and decision-making. At its core, the system will provide lead management, customer relationship management (CRM), quotation and contract handling, invoicing, subscription or renewal tracking, and commission management. Workflows will be configurable to support different business models and sectors, allowing organisations to manage the full customer lifecycle from initial enquiry through onboarding, service delivery, renewals, and ongoing support. The platform will integrate with third-party tools such as payment gateways, accounting systems, email services, document management tools, and external CRMs via APIs and webhooks. A rules-based automation engine will handle task assignments, status transitions, reminders, escalations, and notifications, reducing dependency on manual intervention and ensuring consistency across operations. A web-based admin dashboard will provide role-based access control, real-time reporting, activity tracking, and performance metrics across sales, finance, and operations. The system will support audit logs, data validation, and configurable permissions to meet compliance and governance requirements. Scalability and multi-tenant readiness should be considered in the architecture to support future growth. From a technology perspective, the project requires experience in backend development using Node.js, Python, or similar, frontend development with React or equivalent frameworks, relational databases such as PostgreSQL, and secure API design. Familiarity with workflow engines, SaaS integrations, cloud deployment, and DevOps practices is essential. The solution must be secure, extensible, and maintainable, with a clean architecture that supports continuous enhancement. Overall, the platform aims to reduce operational costs, improve transparency, accelerate revenue cycles, and enhance customer experience by delivering an integrated automation solution tailored to modern service-driven businesses.

Goals

Skills Required