Freelance Requirement: Scalable CRM + HRMS Platform (Phase-Based Development) Project Overview We are building two integrated SaaS platforms: 1. Financial CRM Platform (Insurance + Investments + Loans) 2. Enterprise HRMS Platform This is a phase-based development project, but the architecture must be scalable from the beginning. We are looking for a cost-efficient yet technically strong full-stack developer or team who understands how to: * Build lean in Phase 1 * Architect for scalability * Avoid rework in future phases * Optimize infra cost * Design modular systems What We Need * Clean, modular architecture * Role-based multi-level access system * Secure data handling (PAN, Aadhaar, payroll data, etc.) * Cloud-ready deployment * Multi-tenant ready structure (future SaaS model) * Phase-wise roadmap Module 1: Financial CRM Core Capabilities * Lead management * Investor profiles (KYC-based) * Insurance tracking * Mutual fund tracking * Loan products tracking * Portfolio aggregation * Admin dashboards * Audit logs User Roles * Super Admin * Admin * Lead Generator * User Future Phases: * Advanced analytics * Performance insights * AMFI integration * Automated reporting Module 2: HRMS Platform Phase 1 * Employee database * Department & role structure * Attendance management * Leave management * Payroll processing * Payslip generation * Recruitment basic ATS * Excel bulk upload * Admin billing panel * Role-based permissions Phase 2 & Beyond * Performance management (OKR, 360 reviews) * AI recruitment tools * Predictive analytics * Employee engagement modules * Learning integrations * Advanced automation workflows Preferred Tech Stack We are open to suggestions, but prefer: Frontend: * React / Next.js Backend: * Node.js (NestJS preferred) / Django Database: * PostgreSQL Infrastructure: * AWS / DigitalOcean / GCP * Dockerized deployment * CI/CD setup Must be: * API-first architecture * Modular codebase * Proper folder structure * Documented APIs Budget We are looking for: * Cost-efficient build * Phase-wise commercial proposal * Clear breakdown of: * Development cost * Infrastructure recommendation * Maintenance (optional) This is a startup-backed scalable product, so we value: Efficiency + Architecture thinking + Clean execution. Deliverables * Source code (full ownership) * DB schema * API documentation * Deployment support * Architecture document * Post-deployment support (minimum 2 weeks) Timeline Phase 1: 10–14 weeks Further phases: As per roadmap To Apply Please include: * Past SaaS/CRM/HRMS projects * Suggested architecture approach * Whether you recommend building from scratch or customizing open-source * Timeline breakdown * Team structure (if agency) * Phase-wise cost estimation