CBM CRM : Full Developer Scope & Project Brief Project Overview CBM CRM (Can’t Be Managed) is a next-generation AI-powered CRM and marketing automation platform built for real estate agents, ( eventually mortgage loan officers, and small business owners.) Our mission is to empower independent professionals to compete with corporate-level technology without sacrificing control, freedom, or creativity. CBM CRM combines lead management, AI automation, marketing tools, analytics, and a built in digital assistant all in one sleek, intelligent platform. "This isn’t another CRM. It’s your AI-powered business partner." Vision & Design Direction I’m currently working with graphic designers on the CBM CRM watermark logo and branding, but I’m open to collaboration or creative input from the development team — especially those skilled in UX/UI. The dashboard should feel like a modern iPhone home screen — sleek, simple, and visually dynamic. Dashboard Aesthetic: App-style layout (grid of rounded “apps”) Pastel color palette with tone-on-tone gradients (inspired by HiSmile branding) Minimalist design with depth (soft shadows, gentle animations) Rounded, lowercase, modern typography Clean white space for a polished look Different color tones for each “app” while staying cohesive overall The dashboard should feel alive and intuitive, not corporate or cluttered, designed for today’s creators, agents, and entrepreneurs. Core Development Goals We’re hiring a full-stack SaaS developer or dev team to build CBM CRM from the ground up. The project includes: AI-Powered CRM Dashboard (Web + Mobile) AI Assistant (Text, Email, and Voice Automation) Subscription Billing & Tier Management Public Marketing Website with Lead Capture Round-Robin Lead Routing for Sales Team Internal Sales & Training Portal Scalable Backend for Long-Term Growth Core Features: 1️⃣ CBM CRM Base Dashboard — $399/month The base version includes all essential CRM tools for agents and small business owners who want organization and automation without AI interaction. Included Features: Contact + lead management Task & note tracking Mass email + text campaigns Smart tagging & lead organization Built-in analytics dashboard Customizable pipelines & reminders Calendar integration Marketing suite compatibility 2️⃣ CBM CRM + AI Assistant — $599/month This is the flagship version — where the CRM becomes a real digital assistant. Everything in Base CRM, plus: 24/7 AI follow-up via text, email, and phone Auto scheduling & appointment setting Smart reminders + daily task management Lead reactivation campaigns Customizable AI tone & personality “Tasks Brain” that auto-updates notes and lead status Full conversational AI (voice or text) Built-in voice-calling capabilities (AI can talk like a human) * The AI that works while you sleep — nurturing, booking, and converting. 3️⃣ AI Voice Call Suite (Core System Integration) This feature must be part of the Phase 1 architecture — even if it fully rolls out later. Core Capabilities Human-like outbound & inbound calls via Twilio (or similar) Real-time transcription using Whisper / Deepgram Natural speech from ElevenLabs / Play.ht / Amazon Polly Live call summaries automatically saved to the lead’s profile Lead qualification logic (Hot / Warm / Cold) Smart task creation (“Follow up next week,” “Send CMA”) Call recording & compliance management Usage-based minute billing built into Stripe Marketing hook: “The AI that cold calls so you don’t have to.” 4️⃣ Marketing & PR Suite — $199/month Add-On A built-in creative studio that helps users grow their brand. Includes: Prebuilt social + email + SMS campaign templates Canva-style flyer and post editor AI copywriter for captions and ads Scheduler + analytics dashboard Press release + PR tools AI Video editor -Built to help users stand out and stay consistent. 5️⃣ Custom IDX Website Add-On — $399 Setup + $199/month Branded, MLS-synced websites directly connected to the CRM. Includes: Live property search (IDX integration) Instant CRM lead capture Smart contact forms + auto follow-up Logo, color, bio, and testimonial customization Optional blog + SEO setup Realtor white-label option 6️⃣ Internal Sales & Training Portal Modeled after the medical sales/training model, our internal team will both sell and teach the CRM. Developer Requirements: Create an internal dashboard for reps Enable round-robin lead distribution Track conversions, training sessions, and performance metrics Admin access for oversight and analytics Billing Logic (Stripe Integration Required): Tiered subscription management Metered usage tracking (voice minutes) Automatic invoicing and upgrades/downgrades Admin view for customer billing history Public Website & Lead Ecosystem The Frontline Website must: Market CBM CRM to potential users Showcase pricing, features, and demo videos Include sign-up and Stripe checkout Capture leads for the internal sales team Route leads evenly to reps via round-robin logic Round-Robin Lead Distribution: Automatically assigns new leads to available reps Tracks lead source and status Allows manual reassignment by admin Technical Stack (Preferred but Flexible) Frontend: React or Next.js Backend: Node.js or Python (FastAPI/Django) Database: PostgreSQL or MongoDB AI Integration: OpenAI GPT-4/5, Whisper, ElevenLabs, Deepgram Messaging: Twilio (voice + SMS), SendGrid (email) Payments: Stripe Hosting: AWS, Firebase, or Vercel Analytics: Custom dashboards + Google Analytics 4 Developer Compensation & Residual Income Model CBM CRM will remain fully family-owned, but we are offering a residual income incentive for the developer or team who helps us bring it to market. This is not equity or ownership, but a royalty-based ongoing payout tied to performance. Structure Example Standard development fee (hourly) Optional residual: 2–3% of annual gross revenue, paid quarterly or annually Term: Up to 5 years, renewable upon continued collaboration Residual payment tied to verified gross income via Stripe reporting Developer maintains zero ownership, no voting rights, and no IP control Tier Monthly Price Description CBM Base CRM $399/mo Full-featured CRM with lead management, contact tracking, notes, and daily task automation. CBM AI Assistant $599/mo Adds an AI assistant capable of text, email, and call follow-up, smart scheduling, and real-time conversation management. CBM Pro Marketing Suite $749/mo Includes all CRM + AI assistant features, plus advanced campaign automation, analytics, and content marketing tools. CBM Platinum Growth Suite $899/mo Enterprise-level automation suite with voice AI, team collaboration, and marketing analytics dashboards. Deliverables Checklist CRM dashboard (desktop + mobile responsive) AI assistant (chat + voice) Subscription billing logic (Stripe-based) Marketing website with public-facing pricing + sign-up flow Lead routing & analytics dashboard Internal sales/training portal for your rep team Documentation + maintenance guide For Developer Proposal Submission Please include: Example CRM / SaaS / AI projects you’ve built Preferred tech stack Timeline & cost estimate Maintenance or residual income preference Team size (if applicable) Voice AI experience (strongly preferred) Expanded Overview & Vision CBM CRM (Can’t Be Managed) is more than a project — it’s a vision for the future of realtors & independent business. We’re creating an intuitive, beautifully designed CRM that feels alive & a platform that can think, talk, and act like a personal assistant while staying simple enough for anyone to use right out of the box. This system should never feel complicated or overwhelming. It should feel like opening your iPhone, clean, minimal, colorful, and instantly understandable. Every button should make sense. Every feature should feel helpful, not heavy. The goal is for agents, entrepreneurs, and small business owners to log in and immediately understand what’s going on in their business, what tasks need attention, which leads are hot, and what their AI assistant is already handling for them. We believe that technology should simplify life, not overtake it. CBM CRM is being built by a group of close-knit, driven individuals who value freedom, creativity, and balance and we’re looking for a developer or team who resonates with that same energy. User Experience Summary Modern, app style dashboard: easy to navigate like a smartphone home screen Pastel, tone on tone color palette: calm, clean, modern design (HiSmile inspired) Human centered AI: responds naturally, sounds real, and simplifies communication Instant clarity: at a glance, users can see tasks, priorities, and updates Seamless automation: the AI quietly manages repetitive work in the background while keeping the user in control Personalized feel: users can name their AI assistant and customize its tone Our Team & Mission We’re a family founded company built on collaboration, integrity, and vision. We believe in creating the life you dream of, not being managed by systems that slow you down. This project is deeply personal to us as realtors. We’ve seen firsthand how much time, energy, and creativity are wasted using CRMs that feel like corporate spreadsheets. Our goal is to change that by building something powerful but personal a CRM that feels like freedom. We’re looking for a developer or small team who: Shares a passion for innovation and usability Wants to build something meaningful with long-term potential Values collaboration and communication Understands the power of design simplicity Can see the bigger picture this isn’t just another SaaS build; it’s a brand and movement Invitation to Collaborate Thank you so much for your time, your creativity, and your interest in helping us make this vision a reality.