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I need a web-based CRM app with a focus on task automation. The app should: - Automate lead management tasks - Streamline email marketing campaigns - Pre-fill PDFs before sending via text Ideal skills and experience: - Experience in CRM development - Strong knowledge of task automation - Familiarity with PDF handling and text messaging integration - Proficiency in web app development Please provide examples of similar projects you've completed. Looking forward to your bids!
Project ID: 39742714
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165 freelancers are bidding on average $518 USD for this job

I can develop a web-based CRM with advanced task automation, enabling seamless lead management, automated email campaigns, and pre-filled PDF generation for text delivery. The platform will include a clean, responsive interface, workflow automation, and integration with email and messaging services to maximize efficiency. I have experience building CRMs with automation features and PDF handling, ensuring reliable and scalable solutions. I can share examples of similar projects upon request and propose a tech stack that ensures future extensibility and ease of maintenance.
$500 USD in 7 days
8.1
8.1

Hi, I can help you create a web-based CRM that automates those processes seamlessly. I have extensive experience in CRM development and have built applications that effectively manage leads and integrate email marketing systems. Additionally, I’m proficient in automating tasks and adept at handling PDFs to ensure they are pre-filled before sending. I also have experience with text messaging integrations to round out the functionality. I can ensure your app meets all your expectations. Let’s discuss your project further at your convenience! Best Regards, Priyanka
$750 USD in 7 days
8.3
8.3

Hello, With a vast range of skills and extensive experience in the software industry, my team and I at Live Experts are perfectly suited to develop your web-based CRM app. We have strong knowledge in PHP for web app development, which includes MySQL proficiency for a robust and efficient database management. Our expertise in task automation will ensure that your lead management tasks are streamlined and email marketing campaigns are effectively executed. We have done similar projects, simplifying complex processes with automated systems that improve efficiency. This aligns perfectly with your requirement, allowing staff more time to focus on generating leads and improving conversion rates. More importantly, we understand the significance of pre-filled PDFs before sending via text and can integrate this feature seamlessly into your CRM system. Our experience with software architecture gives us a deep understanding of the necessary steps needed to ensure smooth data flow between different platforms for an effective user experience. Give us the opportunity; we'll turn your vision into reality. Thanks!
$750 USD in 6 days
8.2
8.2

With over 8 years of experience in Web/App Development and Designing, I've had the privilege of working on CRM projects that align closely with your needs. One such project included developing a CRM application for a sales team that completely automated lead management tasks, streamlined email marketing campaigns, and even pre-filled PDFs before sending them via email. Rest assured, my skills are not just limited to CRM development. I've also successfully implemented various APIs such as Shipstation, Quickbook, Saleforce, Amazon, Ebay, and Xero - a skill set that directly translates into your project's requirement for integrating task automation and text messaging capabilities. This combined with my proficiency in frameworks like Laravel, CakePHP, CI, CMS like Wordpress, Shopify, Magento makes me a well-rounded fit for this job. My goal is always to build long-lasting business relationships with my clients by providing quality work within given timelines. I assure you my utmost dedication in implementing these qualities into your web-based CRM app project. Can't wait to get started!
$650 USD in 21 days
8.2
8.2

Hello, I am really excited about the opportunity to collaborate with you on this project! It aligns perfectly with my skill set and experience, and I’m confident I can contribute meaningfully to your vision. I genuinely enjoy working on projects like this, and I believe we can create something both functional and visually engaging. Please feel free to check out my profile to learn more about my past work and client feedback. I’d love to connect and discuss the project details further your goals, expectations, and any specific features or ideas you have in mind. The more I understand your vision, the better I can bring it to life. I am ready to get started right away and will put my full energy and focus into delivering quality results on time. My goal is not just to complete the project, but to exceed your expectations and build a long-term working relationship. Looking forward to hearing from you soon! With regards! Divya
$500 USD in 7 days
8.0
8.0

Hello, I’ll develop a custom web-based CRM app that automates your lead management workflow, streamlines email marketing campaigns, and integrates a PDF pre-fill and text messaging system. The app will focus on efficiency, giving you a clean interface for managing leads, setting up automated tasks, and tracking communications, while ensuring scalability and reliability for your growing business needs. Questions: – Do you have a preferred email marketing provider (e.g., SendGrid, Mailchimp) that you’d like integrated, or should I propose one? – For text messaging, should I use a service like Twilio, or do you have another SMS provider in mind? – How complex should the PDF pre-fill be—basic form fields only, or advanced logic with conditional sections? I am a TOP Rated Freelancer, and you can check my reviews here as well: https://www.freelancer.com/u/kamran2012 Looking forward to potentially working together on this project. Thanks and Best regards, Kamran.
$250 USD in 7 days
8.1
8.1

Our clients usually achieve a 30% reduction in lead management time after we automate their CRM tasks. For your web-based CRM app, I suggest we focus on these key areas: - Automate lead management to save time. - Streamline email marketing campaigns for better engagement. - Pre-fill PDFs and integrate text messaging for seamless communication. In a recent project, we developed a CRM solution for a retail client that improved their lead conversion rate by 25% through effective task automation. As a quick tip, consider using AI to personalize your email marketing efforts. This can significantly boost response rates. If you're interested, I’d be happy to share a quick plan on how we can get started.
$750 USD in 7 days
7.5
7.5

Hi usainsteam, We’ve developed multiple CRMs with task automation features, including lead management and email marketing. One of our recent projects, Descripio, involved automating Amazon product description generation using AI, where we integrated with multiple Amazon APIs to fetch product data. We also have extensive experience with PDF libraries like TCPDF and DomPDF, and we’ve integrated SMS gateways such as Twilio and Nexmo in several projects. As a full-stack developer, I can handle both front-end and back-end tasks, ensuring seamless collaboration and faster delivery. Let’s schedule a 10-minute introductory call to discuss your project in detail and see if I’m the right fit. I usually respond within 10 minutes. I’m eager to learn more about your exciting project. Best, Adil
$750 USD in 7 days
6.9
6.9

As a seasoned full-stack developer with extensive experience in web development, I am highly proficient in all the technologies your project demands. I have worked on similar CRM projects that involved automating tasks, integrating APIs, and streamlining workflows. For instance, I recently developed a web-based CRM app for a client that empowered them to automate lead management tasks while efficiently handling their email marketing campaigns. Furthermore, my proficiency in using both modern and traditional frameworks such as React, Laravel, Shopify and WordPress will enable me to build a robust web-based CRM app that caters to your unique business needs. My experience with PDF handling and text messaging integration —two of your project's critical requirements— is a valuable asset that ensures all PDFs in your app will be flawlessly pre-filled before being sent via text. Lastly, choosing to work with me means you are partnering with a developer who not only understands code but also utilizes technology to solve real-world problems effectively. My hallmark has always been clear communication, full transparency and regular updates throughout the project duration. I'm adaptable to your tools, stacks and your overall business objectives. Let's collaborate and bring your ideas to life! I await your message in excitement so we can get started on building an outstanding CRM system for you!
$500 USD in 7 days
7.0
7.0

Hello, Are you looking for a CRM solution that automates your lead management and email campaigns? I would be happy to provide a FREE demo of our solution tailored to your needs. I aim to develop a web-based CRM app that streamlines your task automation processes. Let's discuss this project further so I can share a detailed plan and organize a demo for you. Regards, Smith
$500 USD in 7 days
6.8
6.8

Hello, I am a PHP Developer with 15+ years of experience, specializing in building dynamic, secure, and high-performance websites and applications. I have worked on simple to complex websites, e-commerce stores, membership portals, and custom PHP-based solutions, always ensuring top-quality results for my clients. My expertise includes custom PHP development, Laravel/CodeIgniter frameworks, API integration, database management (MySQL), and performance optimization. Recently, I also worked on OpenAI API integration for auto-generated content, images, and social sharing, showing my ability to adopt the latest technologies. If you are looking for a dedicated PHP expert who guarantees quality, innovation, and timely delivery, I’d be happy to bring your project to life.
$250 USD in 7 days
6.5
6.5

As an experienced CRM developer with a strong background in PHP and web development, I am confident that I can deliver the high-quality web-based CRM app you're seeking, while incorporating the task automation and PDF handling features that are essential to your project. I have ample experience in building robust CRM systems and have consistently received positive feedback from clients on my work. In terms of automating lead management tasks, my expertise will enable me to implement efficient processes for capturing, tracking, and organizing leads. Further, my knowledge of email marketing combined with CRM will ensure smooth integration that streamlines campaign management, enhancing your reach and productivity. Lastly, my familiarity with handling PDFs is a definite advantage for pre-filling documents before sending them via text. Additionally, being a certified Google Developer, I’ve undoubted capability to have an easy text messaging integration along with the PDF. I value your time and comprehend the importance of choosing the right professional for your project. My team at Prajapati Technologies has a proven track record of delivering on time and within budget. Choose us to bring success and satisfaction to your business!
$500 USD in 7 days
6.2
6.2

Hello there Hope you are doing well as you are looking for a "Build a WEB BASED CRM " so will make the same as you want , I have already develop and Design the so many CRM, - I will use latest technology to develop your Application - I will share daily update with you - I Will deliver your project within timeline - After project completion will share complete source code - I will provide 1 year support our develop work - I have 10+ year experience in Web & App development - I will make the 100% responsive design , fast loading , SEO friendly and all - I will provide you super admin panel there you can manage the whole thing Please initiate the chat so will discuss together and all Thanks & Regards Dheeraj K.
$250 USD in 5 days
6.9
6.9

Hello, I appreciate you sharing the details about your web-based CRM app project. It sounds like a fantastic opportunity, and I'm excited about the chance to assist you in automating lead management and enhancing your email marketing campaigns. With my expertise in scalable web development using React and Node.js, I can create a robust CRM solution tailored to your needs. I specialize in backend integration with PHP and MySQL, along with experience in PDF handling and implementing text messaging functionalities, ensuring seamless communication and efficiency. I invite you to check out my portfolio, where you can see similar projects, including a comprehensive CRM platform designed for client management and lead tracking. Here are a few examples: 1. Task Management System 2. Client Communication Portal 3. Automated Marketing Platform Portfolio link: https://www.freelancer.in/u/ixorawebmob **Estimated Timeline:** - UI/UX Design: 4–5 days - Development: 14–18 days - Testing & Launch: 3–4 days Let’s connect via chat or call to discuss your vision further! I look forward to hearing from you soon. Thanks, Arpit
$555 USD in 21 days
7.1
7.1

We are a perfect match-Your search is over I specialize in CRM development with a focus on task automation, email marketing, and PDF handling. I have successfully completed a project where I developed a custom CRM system for a sales team with automated lead management and email campaign features. To complete your project seamlessly: 1. Develop a user-friendly interface for lead management automation 2. Integrate email marketing capabilities with customizable templates 3. Implement a feature to pre-fill PDFs before sending via text While I am new to freelancing, my experience in CRM development and task automation allows me to deliver high-quality results efficiently. I am detail-oriented, punctual, and dedicated to client satisfaction. let's Chat I am currently available and eager to start on this project
$400 USD in 14 days
5.5
5.5

Hi usainsteam, I came across your project "Web-based CRM App Development" and I'm confident I can help you with it. About Me: I'm a agency owner with over 8+ years of experience in PHP, MySQL, Web Application, Web Development. , and I understand exactly what’s needed to deliver high-quality results on time. Why Choose Me? - ✅ Expertise in required Technologies and 1 year post deployment free support - ✅ On-time delivery and excellent communication - ✅ 100% satisfaction guarantee Let’s discuss your project in more detail. I’m available to start immediately and would love to hear more about your goals. Looking forward to working with you! Best regards, Deepak
$600 USD in 10 days
5.8
5.8

Greetings! As a seasoned web developer with over 9 years of experience, I specialize in building custom CRM solutions that automate workflows and boost productivity—perfect for your lead management and email marketing needs. Here's how I can help: - Develop a web-based CRM with automated lead management, from capture to follow-up - Integrate email marketing tools to streamline campaigns and track engagement - Implement PDF pre-fill and text messaging features for seamless client communication Your CRM will save time and reduce manual work. Do you have specific automation triggers or PDF templates in mind? Also, would you like the app to integrate with any existing tools or platforms?
$650 USD in 7 days
5.7
5.7

Dear Friend, Hope you are doing well ! I’m an experienced Website Consultant cum Developer and I think I’d be a great fit for your project. I’m good at any type of techno-functional requirements in website development (I’m going share my experience in second) I think you’ll agree? I am having more over 11+ year of experience in Website Development. i have expertise all PHP frameworks. I have done more than 1000+ website implementation and 100+ functional customization for Point of Sale, Accounting, Inventory, Manufacturing and CMS Theme building. I have done several integration with like ebay, fedex-ups, authorize . net, xero, alfresco etc. Client communication, requirement gathering/analysis, implementation and support is my key role. Time and cost will be finalized after discussion. Feel free to ask me any questions. Let me know if there’s any way I can help you. Kind Regards, Ishwar Malvi
$750 USD in 7 days
5.4
5.4

✋ Hi, there. I can develop your web-based CRM app with automated lead management, email campaigns, and PDF handling for text delivery. ✔️ I have experience building CRM systems with task automation, email integration, and PDF pre-filling. I previously created web apps that managed leads, automated messaging campaigns, and generated dynamic PDFs for clients efficiently. ✔️ I will implement lead tracking with automated actions, email marketing workflows, PDF pre-fill functionality, and integration for sending documents via SMS or email. The app will be web-based, responsive, and easy to use. ✔️ Deliverables include the fully functional CRM, task automation setup, PDF handling, and documentation for usage and maintenance. Let's chat so I can review your workflow and plan the automation features. Best regards, Mykhaylo
$500 USD in 7 days
5.4
5.4

As an accomplished team at Techionik, we are uniquely positioned to fulfill your web-based CRM app development needs. Our proficiency in API integration and solid understanding of CRM systems enables us to streamline task management and automate your lead management processes efficiently. Our extensive experience in software architecture and web development ensures that we can incorporate a seamless workflow for your email marketing campaigns. We also boast strong grips on PHP, which will enable us to pre-fill PDFs before sending them via text as required in your project description. Furthermore, our capabilities extend beyond the scope of this project by being able to integrate different automation platforms like Zapier, n8n, and more. Combining these skills with AI-powered tasks automation, like intelligent document processing, you can have a highly optimized CRM app built tailor-made for your business. To back our claims, we have successfully completed several projects that demanded robust web app development blended with task automation and efficient data handling. We have poured our expertise into delivering scalable and high-performance CRM apps for various clients. What more? We're all about building long-term relationships - so apart from delivering you a powerful CRM app, we'll also ensure it's well-aligned with any future scaling requirements which could be imperative for you. Let's have a conversation about how we can turn your vision into reality!
$700 USD in 7 days
5.2
5.2

St Louis, United States
Member since Aug 29, 2025
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