Custom CRM Enhancement & Feature Integration

We have an existing custom CRM platform. We need to add new features based on our requirements document. For each feature, we will evaluate whether to build custom functionality or use an off-the-shelf solution. The goal: Minimize custom development cost by leveraging existing tools where possible, building only what is unique to our business. Scope of Work We need the following features added to our existing CRM: 1. Client & Project Management Single client record with multiple projects attached B2B future clients hub with custom fields (firm type, employees, HQ location, areas served, services, current provider, media links) Full sorting and filtering on all fields 2. Lead & Assignment Management Automatic lead assignment based on project size, builder type, and region Real-time notifications when leads are assigned Calendar sync (date + time assignments) Entry management with status workflow: New → Calling Queue → Acquire Number → Measurement Booked → Quoted → Approved → Installation Scheduled → Completed → Lost Trash/deletion workflow with standardized fields (lost to competitor, budget too high, timeline mismatch) and custom sub-fields 3. Daily Overview Dashboard Real-time metrics: Sites visited Calls made Square feet measured Samples selected Estimate value generated Estimate value converted Square feet installed Money collected Filters: Today, This Week, This Month, Custom Range CSV/PDF export 4. Quotation & Invoice Automation Sample database integration (thousands of products with pricing) Measurement integration (connect to measurement app via API) Instant quotation generation (samples + measurements) Quote review and editing Zoho CRM integration Invoice conversion (approved quotes → invoices) Payment tracking Different pipelines for Supply Only, Install Only, Supply & Install 5. Installation Tracking Integration with construction management software (Procore/Buildertrend or similar) Customer can request installation updates via webapp Automatic job completion detection Post-completion follow-up triggers (review request, upsell) 6. Customer Portal Project dashboard Sample gallery Quotes and invoices (view and approve) Installation updates (view and request) Communication history Review submission Upsell notifications 7. Form Integrations Website form integration (schedule a consultation) In-store kiosk integration (form submissions propagate to CRM) 8. Calling System Integration Incoming calls display project information Call logging Call scheduling with calendar sync 9. AI/Machine Learning (Optional) Lead assignment optimization Project readiness prediction Value forecasting Regional insights Performance analytics Anomaly detection 10. CSV Bulk Upload Import leads with column mapping Data validation Buy vs. Build Recommendations Build (Custom Development) Buy (Off-the-Shelf) Multiple projects per client Calendar integration (Google/Outlook API) B2B Future Clients Hub Zoho CRM integration (Zoho Flow/Zapier) Automatic lead assignment Payment processing (Stripe/QuickBooks) Notification system Construction management integration (Procore/Buildertrend) Sample database integration Website form integration (Zapier/webhooks) Measurement integration Reporting dashboards (Power BI/Tableau) Instant quotation generation AI/ML infrastructure (AWS/Google AI) Invoice conversion Customer portal Calling system integration CSV bulk upload Technical Requirements Area Requirement Platform Web-based – must integrate with existing CRM Tech Stack To be determined based on existing CRM (provided during discovery) Authentication Use existing CRM authentication/roles API-First Design All new features must expose REST APIs Deployment Must work within existing hosting environment Documentation All code and APIs must be documented Timeline Phase Duration Phase 1: Core Essentials 4–6 weeks Phase 2: Sales & Quoting 4–6 weeks Phase 3: Operations & Customer Features 4–6 weeks Phase 4: AI/ML (Optional) 4–6 weeks How to Apply Please submit a proposal including: Your understanding of the project – In your own words Relevant experience – Links to 1–2 similar CRM upgrade projects Proposed tech stack – Based on existing CRM (to be provided) Build vs. Buy approach – How you evaluate and recommend solutions Estimated total cost – Phased breakdown Earliest start date