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Multi-Company SaaS Business Management Platform Complete wireframes, demos, mock-up screens, processes, flows and required document formats will be provided during development. Reference Platforms Pipedrive, Zoho and Salesforce. Objective Develop a secure, dynamic and fully configurable platform for managing complete business operations, communication, automation and reporting Technology The front end shall use React, [login to view URL] and TypeScript. The backend shall use Node.js, NestJS, APIs, webhooks, workflow services and secure cloud deployment. Database PostgreSQL with modular data architecture, company-wise tenant separation, linked records, backups, audit logs and secure database management. Mobile Application Android and iOS applications for field teams, SaaS and Subscriptions Multi-company SaaS with one company as one tenant. It shall support multi-currency, payment gateways, IP-based subscription Administration Levels The system shall have Portal Super Admin, Company Super Admin, Company Admin with limited rights and users in different roles. Any user may receive full or limited admin rights. Security and Access Control Military-grade security, encryption, MFA, IP controls and complete audit trails. Role-based and user-based permissions shall apply at module, submodule, record, action and field level. System Settings System Settings shall provide central control to the Portal Super Admin, Company Super Admin and authorised Company Admin. Company Settings Manage company profiles, branches, departments, financial years, currencies, taxes, languages, branding, time zones and subscriptions. ID Settings Create custom ID formats, prefixes, suffixes and numbering sequences for every module and submodule. This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings. Filter Settings Create dynamic field-based, custom, default, advanced, saved, shared, role-based and user-specific filters, particularly for List View. This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings. Access Control Settings Configure role-based and user-based permissions at module, submodule, record, action and field level, including view, add, edit, approve, print, export, hide and delete rights. Module and Submodule Settings Create, rename, arrange, activate, deactivate, hide or display modules and submodules according to company requirements. This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings. Home Page Builder Create company, department, role and user-specific homepages with menus, widgets, shortcuts, KPIs, charts and dashboards. This is a unique and specific requirement. A Form Builder Build single-page and multi-page forms with sections, rows, columns, tables, fields, validations, formulas, conditional logic and linked data. Workflow and Automation Configure submission, checking, approvals, TAT, assignments, reminders, notifications, escalations, field updates and automatic actions. AI Automation Configure AI search, OCR, document extraction, call summaries, drafting, lead analysis, forecasting, recommendations, alerts and automatic actions. Print Builder Design print formats using drag-and-drop fields, tables, images, logos, headers, footers, page settings and conditional content. Print Templates Create prepared and customised print templates for quotations, invoices, purchase orders, BOMs, reports, certificates and other documents. Form Templates Provide ready-made, pre-filled and single-click form templates. Each company may select a default template for every module or submodule. Notification Settings Configure email, SMTP, SMS, WhatsApp, in-app notifications, alerts, alarms, reminders and escalation messages. Integration Settings Manage APIs, webhooks, payment gateways, calling applications, IoT, Google Sheets, Excel, Zoho and other third-party integrations. Data and Security Settings Manage imports, exports, backups, retention, Recycle Bin, audit logs, passwords, MFA, IP restrictions, geo-restrictions and session controls. This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings. Language and Display Settings Configure multiple languages, default names, customised labels, themes, date formats, number formats, menu order and field display. Forms and Data Management Advanced Form Builder Forms shall support tabs, sections, rows, columns, multi-page layouts, repeatable item tables, free tables, rich text, dates, checkboxes, buttons, dropdowns, single-select, multi-select, files, images, signatures and geo-fields. Formulas and Conditional Logic Forms shall support field validation, conditional fields, mathematical calculations and Excel or Google Sheets-type formulas. Date-plus-days and checkbox-based date, time and user recording shall be available. Data Linking and Automatic Data Fetching All modules and submodules shall be interconnected through common IDs and linked records. Fields such as Customer Name shall automatically fetch information from the Customer Master. Record Counts Menus shall show live record counts such as Leads (3456), Contacts (6547) and Quotations (5643). Views and Data Actions The system shall provide List, Table, Card, Kanban, Calendar and Gantt Chart views with import, export, edit, bulk edit, print, PDF and PDF with email. Documents and Templates Prepared and custom templates shall support quotations, tax invoices, purchase orders, item lists, price lists, multi-level BOMs and other formats. Each company can select one default template for every submodule. Modules and Submodules CRM and Sales Contacts, Leads, Opportunities, Business Partners, Activities, Follow-ups, Meetings, Campaigns, Quotations, Orders, Price Lists and Sales Forecasts. Quotation Management Multi-section and multi-page quotations with items, specifications, prices, discounts, taxes, terms, approvals, revisions and company-wise templates. Customer and Vendor Management Customer Master, Vendor Master, addresses, contacts, documents, agreements, credit limits, ratings, communications and transaction history. Projects and Tasks Projects, Tasks, Subtasks, Milestones, Dependencies, Resources, Timesheets, Costs, Calendar, Gantt Charts and Project Dashboards. Design and Engineering Design Requests, Technical Data, Drawings, GAD, Design Calculations, Approvals, Revisions, Document Control and Change Management. Bill of Materials Single-Level BOM, Multi-Level BOM, Assembly BOM, Sub-Assembly BOM, Production BOM, Purchase BOM, Dispatch BOM, costing, revisions and approvals. Production and Manufacturing Production Planning, Work Orders, Job Cards, Material Requirements, Machines, Processes, Quality Checks, Rework, Wastage and Production Tracking. Purchase Management Purchase Requests, Enquiries, Vendor Quotations, Comparisons, Approvals, Purchase Orders, Goods Receipt, Returns and Vendor Performance. Inventory Management Item Master, Categories, Units, Stock Levels, Batches, Serial Numbers, Minimum/Maximum Stock, Reorder Levels, Valuation and QR/barcode scanning. Store and Warehouse Logistics and Dispatch Installation and Commissioning Service and Maintenance Quality Management Accounts and Finance Invoices, Receipts, Payments, Expenses, Taxes, Credit Notes, Debit Notes, Cash Flow, Budgets, Cost Centres, Profit Centres and Financial Reports. HRMS and Payroll Field-Team Management Field Tasks, Visits, Attendance, Geo-location, Geo-fencing, Route Tracking, Travel, Expenses, Service Reports and Team Monitoring. Asset and Tool Management Document Management Contracts and Compliance Helpdesk and Ticketing Marketing . MIS, Analytics and Dashboards AI Integration IoT and Remote Monitoring Third-Party Integrations Dynamic Website and Portals Data Protection UI and UX The interface shall be modern, high-end, responsive and simple, with maximum visibility and minimum or single-click working wherever possible. Deliverables Complete source code, modular database, APIs, documentation, testing and deployment setup shall be provided. Source code shall contain properly organised sections, headings and subheadings for easy traceability.
Project ID: 40716425
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122 freelancers are bidding on average ₹135,932 INR for this job

Hi, I reviewed your complete scope carefully. This is not a standard CRM or ERP build—it is a multi-company SaaS business operating platform where configurability, tenant isolation, permissions, workflows, form builders, reporting, automation, and future scalability are the core requirements. My recommended stack: Backend: Laravel Database: MySQL Frontend: Vue / React with responsive UI API Layer: Laravel REST APIs + Webhooks Real-Time: Laravel Reverb/WebSockets Queue/Automation: Laravel Queues + Scheduler Permissions: Role + User + Module + Record + Action + Field-level access Mobile: API-first architecture for future Android/iOS applications The most important part will be building the core configuration engine first, including: • Multi-company tenant architecture • Portal and company administration levels • Dynamic module/submodule management • Custom ID/numbering system • Dynamic filters and saved views • Form Builder with validations, formulas and conditional logic • Company-specific language, branding and display configuration Development should be milestone-based: Phase 1: Architecture, SaaS tenancy, security and system settings Phase 2: Dynamic modules, forms, filters, permissions and workflows Phase 3: CRM/Sales and master-data modules Phase 4: Projects, Purchase, Inventory, BOM and Manufacturing Phase 5: Finance, HRMS, Field Operations and remaining modules Phase 6: AI/integrations, testing, performance, security and deployment Thanks, Ali
₹100,000 INR in 26 days
8.3
8.3

When a project requires extensive customization, dynamic features, and solid security, the underlying issue often lie in the complexity of integrating various components effectively. To address this, I will focus on a structured approach that makes sure each element function harmoniously without disrupting your existing operations. Safe staging build: Develop the platform in a private staging area, keeping the live site untouched. Modular architecture: Create a flexible database with tenant separation and linked records. Dynamic feature implementation: Build custom ID formats, filters, and role-based permissions as specified. Thorough testing and deployment: Conduct full testing before deploying to make sure stability. I will prioritize data integrity and security throughout the development process, minimizing any risk of data lost or downtime. Could you clarify if there are specific third-party integrations you planned to use? Rajavel
₹112,499 INR in 10 days
7.4
7.4

With Walking Dreamz Technologies, you are guaranteed a team that not only has extensive experience, but also deep understanding of what it takes to create a powerful SaaS platform. As a team, our technical expertise is wide-ranging: from MERN web applications to WordPress and AI-powered solutions. Applying this profound knowledge, we can tackle the unique and specific requirements of your multi-company sales management CRM. We have built robust and secure applications, including elaborate portals with multiple access levels like the one you're looking for. Our work ensures military-grade security, encryptions, multi-factor authentication, IP controls, complete audit trails, and more. We also appreciate the need for scalability and simplicity in your project. Our architecture ensures company-wise tenant separation and modular data management, which will be instrumental in meeting those goals. Over the past 13 years on Freelancer.com, we have successfully completed over 300 projects just like yours. Our clients have given us a staggering 99% positive review rate, and our projects often turn into long-term support or Phase-2 development engagements because we prioritize clear communication, clean code and predictable delivery. Trust us to deliver a technology-driven solution that addresses your exact needs today while being easy to extend for tomorrow’s requirements.
₹82,500 INR in 10 days
7.8
7.8

The title here says "Sales CRM" but the description lists thirty modules across manufacturing, HRMS, finance, inventory, IoT and AI. That gap is worth naming first: I'd build to the title, not the module list, and hand you something real to look at rather than a bid pretending thirty subsystems fit in 150,000 INR. Phase 1 is a working multi-tenant sales CRM: contacts, leads, quotations, RBAC and system settings, built as running software rather than wireframes. Multi-tenant matters from day one here, since it shapes the data model, tenant isolation on every table, and role scoping baked into RBAC rather than bolted on after the fact. 150,000 over 21 days, split so you're only funding what gets built next: M1: data model, multi-tenancy and RBAC foundation, 37,500, 5 days M2: contacts and lead pipeline, 37,500, 5 days M3: quotations plus the workflow layer behind them, 45,000, 6 days M4: system settings, demo pass and deployment, 30,000, 5 days This number is off the brief as written. The real figure moves once I know how far past the sales core you want to go, since the form/workflow/print builder engine alone could be its own phase on top of this. Prices aren't set in stone either, I can adjust once scope is closer to locked. First milestone gets you contacts, leads and a working RBAC layer live and demoable, which settles scope and data model before anything past it gets built.
₹150,000 INR in 21 days
6.6
6.6

My name is Santosh Kumar, a seasoned full-stack web and mobile app developer with a dedicated five-year focus on projects similar to your Sales Management CRM. Having delivered numerous scalable and secure SaaS applications with complex multilevel hierarchies and intricate database architecture, I am uniquely positioned to make your project an outstanding success. One crucial aspect of your project is the ability to create a customizable platform tailored to individual companies' needs. From form builders to workflow automation, my robust skills in HTML, React, NodeJS, and APIs will ensure we not only meet but exceed your expectations for dynamic configurations on the frontend . The journey won't just stop at deployment; I'm all about long-lasting partnerships. With me, you're guaranteed clean, optimized, maintainable code that enhances performance and minimizes potential issues. Additionally, being a strong believer in effective communication, I ensure regular updates to keep you posted on each development stage ensuring on-time delivery. Joining forces will be more than just completing a project; it'll be creating a remarkable solution together.
₹75,000 INR in 7 days
5.8
5.8

Hello, Ready to sign your NDA if require! We can build a professional and visually appealing informational website for your mind abilities development center in the UAE, with a clear structure that makes it easy for potential clients to understand your programs, courses, and overall offerings. We will create dedicated sections for the program and course details, success stories, and testimonials, along with a simple and user-friendly contact form for inquiries. The website will be responsive across desktop, tablet, and mobile devices, with a clean design focused on readability, trust, and easy navigation. We will organize the content so visitors can quickly find relevant information and understand your services without unnecessary complexity. I will also ensure the contact form is properly configured and tested, with attention to performance, basic SEO, and a smooth user experience. Let's connect to discuss and start the work. Thanks Saurabh
₹110,000 INR in 35 days
5.6
5.6

As a seasoned Full Stack Developer specializing in Web Applications and Custom Software Development, I'm well-equipped to take your unique project on. I have solid experience in technologies such as React, Node.js, TypeScript, and PostgreSQL, which align perfectly with your project requirements. Moreover, I've delivered successful implementations of multiple business management platforms similar to what you're envisioning for this project. I have deep competence in building scalable backend systems and robust frontend interfaces using modern frameworks. This will be of utmost importance when creating your multi-company SaaS Business Management Platform with role-based admin access rights, level-wise permissions, secure workflows, and various other features. Military-grade security, encryption, MFA, IP controls and complete audit trails are just some of the measures I've implemented for previous projects. Lastly, the fact that I offer maintenance and performance optimization services ensures that your project will be in safe hands even after its completion. Each phase your business goes through will be supported by my expertise in bug fixes and adaptability strategies. With me on board, you not only get the skills but a long-term partner committed to delivering top-notch products suited to your needs.
₹112,500 INR in 7 days
4.8
4.8

As a seasoned freelancer with over six years of PHP development experience and expertise in HTML, CSS, API integration, and backend systems, I bring invaluable skills that align perfectly with the requirements of your project. I have an intricate understanding of complex projects like yours and the perseverance to transform them into elegant, efficient, and user-centric solutions. My extensive knowledge in HTML and CSS ensures consistent user experiences across all platforms while my adeptness in API integration allows for smooth connectivity with third-party services to enhance functionality. One of the key benefits of my profile for this project is my proven experience in building robust SaaS platforms such as the one you've outlined using technologies similar to what you're requesting. From multi-company SaaS structures to militaty-grade security setups, I can ensure your platform not only meets all your requirements but also exceeds industry standards. Additionally, I relish the opportunity to integrate AI capabilities and workflow automation features, as you're seeking in your project, which will further streamline and simplify your business management operations.
₹75,000 INR in 7 days
4.2
4.2

Hello, We are Bhartiyacoders, a professional software development team helping startups, businesses, and entrepreneurs build modern, secure, and scalable digital solutions. We handle all types of development projects, including websites, web applications, mobile apps, Android/iOS applications, custom software, REST APIs, backend development, third-party API integrations, payment integrations, database solutions, admin panels, dashboards, automation, bug fixing, performance optimization, and existing project improvements. Whether you need a complete product from scratch, an MVP, new features, API integration, backend development, or improvements to an existing system, we can manage the complete process from planning and development to testing, deployment, and maintenance. We focus on quality, performance, security, scalability, clean development, responsive UI, and timely delivery, with clear communication throughout the project. Share your requirements and we’ll suggest the right approach for your project. Let’s build something reliable and successful together. Best Regards, Bhartiyacoders
₹112,500 INR in 30 days
4.3
4.3

Hi, the biggest risk in a multi-tenant SaaS like this is data isolation, so I would architect the database with strict row-level security to keep every company's data completely separate. I've built similar systems where the backend handles complex workflows and the frontend uses React to show real-time updates, so I can deliver a clean, modular codebase that scales well. I am ready to start immediately. A common mistake is building the form builder as a static list of fields, but I would design it to handle dynamic conditional logic and complex calculations on the fly. You can expect a system that feels like a native app with smooth navigation and instant data loading. I can start right away.
₹100,000 INR in 7 days
3.6
3.6

Hi there, The project’s complexity arises from a true multi-tenant data model with company-wise separation and RBAC at module, submodule, record, and field levels. Dynamic, field-based filters and system-wide settings must be admin-configurable, not hard-coded. My approach: build a tenant-aware RBAC engine, a flexible Form and Filter Builder, and a centralized System Settings hub for IDs, filters, and access controls. Deliver a configuration-first workflow so admins tailor roles, views, and automations without code. Past work includes a SaaS CRM with 12 tenants, RBAC by module and field, audit trails, and live dashboards; deployment on AWS with 99.9% uptime. Smart suggestion: implement staged rollout with feature flags and a migration plan to keep data clean during onboarding. Thank you, - Bohdan
₹124,875 INR in 1 day
3.5
3.5

Hi, I have developed several SaaS platforms, CRM systems, AI automation platforms, multi-role business applications, dashboards, and full-stack systems using React, TypeScript, Node.js, NestJS, PostgreSQL, APIs, webhooks, and cloud deployment. ✅ In similar SaaS projects, the core issue was keeping complex business modules connected while maintaining strict tenant separation and flexible permissions. I solved this with modular PostgreSQL architecture, company-level tenant isolation, RBAC and user-based permissions, linked records, audit logs, REST APIs, webhook events, workflow services, validation, and reusable React components. I also worked with configurable AI workflows, CRM automation, document processing, task queues, and structured data flows, which can support your Form Builder, Workflow Builder, AI Automation, Print Builder, Filter Settings, ID Settings, and Home Page Builder. ✅ This architecture can support thousands of companies, users, records, workflows, and transactions while keeping each company's data and configuration isolated. I can structure the platform so CRM, Sales, Projects, Manufacturing, Purchase, Inventory, Finance, HRMS, Field Teams, Helpdesk, Analytics, AI, IoT, and third-party integrations use a shared configurable foundation instead of separate systems. With this kind of experience, I can contribute to implementing your idea and vision. Looking forward to discussing your vision with you. Best regards Michel
₹90,000 INR in 30 days
3.1
3.1

I can create a complete multi-company SaaS platform where each company works as a separate tenant, with Super Admin and company-level roles, detailed module/field permissions, configurable forms, filters, IDs, dashboards, workflows, print templates, notifications, integrations and linked business modules from CRM to finance, inventory, production, HRMS and field operations. Some features: User features: CRM Management Sales Management Project Management Field Management Admin features: Tenant Management Permission Control Form Builder Workflow Settings I have 4 years experience in full-stack development, and I have already developed more than 60 websites and applications. I am awaiting your positive response. Regards Ritesh N
₹75,000 INR in 7 days
2.2
2.2

Like you had builded the application, so we can discuss everything on a call that how much work is there to do and how many days it will take, thank you
₹150,000 INR in 7 days
1.3
1.3

I can deliver 'Custom Sales Management CRM ' end to end — clean architecture, tests, and deployment. I'll start with a short plan, share progress daily, and hand over production-ready code. Could you confirm your timeline and must-have features so I can lock the scope?
₹95,931.08 INR in 7 days
0.0
0.0

Hello, I hope you’re doing well. I reviewed your project requirements and I’m confident that I can help you build a high-quality, modern, and user-friendly solution according to your needs. custom sales management CRM I’m Ankur, a Full Stack Developer with 7+ years of experience in: • Custom Website Development • E-commerce Development • Mobile App Development • Flutter App Development • Android & iOS Applications • WordPress & PHP Development • UI/UX Design • Admin Panels & APIs I have successfully completed 500+ projects for startups, businesses, and individual clients worldwide. Why work with me? ✔ Clean and professional development ✔ Mobile-friendly and responsive design ✔ Fast communication and regular updates ✔ Scalable and secure solutions ✔ On-time delivery ✔ 3 months of free support after completion My goal is not just to complete the project, but to build a solution that helps your business grow. I would be happy to discuss your project in detail and start working immediately. Looking
₹150,000 INR in 30 days
0.0
0.0

3x Certified Zoho Professional I am Saurav Mandal, a 3x Certified Zoho Professional with 4+ years of experience in the Zoho ecosystem, specializing in business process optimization, customization, and development. Core Competencies Zoho Consultancy API Integration Configuration & Customization App Development Data Migration Zoho Training Ongoing Support Expertise Across Zoho Platform Custom Modules Custom Fields Canvas Widgets Blueprints Schedules Workflows Validations Advanced Formula Deluge Scripting Security Controls Process Management Automations Data Administration General System Setup Channels Setup Portals Reports & Dashboards With strong hands-on experience across multiple Zoho applications, I focus on delivering scalable, efficient, and automation-driven solutions that align technology with business goals. Looking forward to collaborating and helping you get the best out of the Zoho ecosystem. Best Regards, Saurav Mandal
₹150,000 INR in 7 days
0.0
0.0

I recently helped a business turn a similar idea into a clean, professional solution that was built around what they actually needed. I can help you achieve the same, with a solution that is reliable, user-friendly, and built around your goals. I noticed you specifically need a secure, dynamic platform for managing complete business operations. That’s an important part of getting this project right, and it’s something I can confidently handle. My expertise includes React, Node.js, and PostgreSQL. We also have 75+ 5-star reviews on similar projects and rank in the top 1% among 75 million users! I already have a few ideas for your project. Message me, and I’ll share how I’d approach it. Regards, bhavnaramsing
₹112,500 INR in 7 days
0.0
0.0

As a seasoned Full Stack and AI Automation developer with over four years of industry experience, I am confident in my ability to deliver on your ambitious project. Having worked on a variety of projects in different sectors, from developing high-performance web platforms and mobile apps to implementing AI workflows and creating scalable backend architectures, I have honed my skills in precisely the areas outlined in your project. I excel in crafting systems that solve complex business problems through clever automation. Your unique requirement of a customizable, secure, multi-company SaaS CRM aligns perfectly with the kind of challenges I love to tackle head-on. My demonstrated experience integrating CRMs, APIs, and AI tools into unified systems ensures I can deliver a comprehensive solution that streamlines communication, automates processes at every level, enables seamless reporting, and ultimately drives growth. My approach is rooted in understanding your business needs and translating them into clean, scalable architecture that prioritizes performance, security, and usability. My goal is not just to create a functional system but to deliver long-term scalability that aligns with your future growth trajectory. Let's team up so that together we can exceed your project expectations and create something efficient, automated, and ready for the future - exactly what your business needs!
₹112,500 INR in 7 days
0.0
0.0

New Delhi, India
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