Build Operational Workflow CRM

Замовник: AI | Опубліковано: 08.04.2026

I need a tailored CRM that streamlines our internal operations, with the entire focus on managing workflow rather than sales or traditional customer tracking. The core of the system will be a robust task-tracking and assignment module: managers must be able to create tasks, delegate them to specific team members, set deadlines, and then monitor progress from a single, real-time dashboard. Team members, in turn, should have a clean interface where they can view their queue, update statuses, add notes, and upload supporting files. Key goals • Centralise every operational task in one place so nothing slips through the cracks • Give leadership instant visibility into workload distribution and bottlenecks • Provide staff with an intuitive, mobile-friendly workspace that encourages timely updates Essential features 1. Task lifecycle management (create, assign, prioritise, track, complete) 2. Customisable fields and tags so we can adapt the system as our processes evolve 3. Role-based permissions: admins, managers, standard users 4. Real-time analytics dashboards and exportable reports 5. Notification engine (email and in-app) for new assignments, due-date reminders, and status changes 6. Secure file attachments per task 7. Cloud deployment with user authentication and data encryption Acceptance criteria • All the above features work smoothly in a live demo with at least five simulated users • Page loads under two seconds on a standard broadband connection • Documentation covers user onboarding and admin configuration • Source code and database schema are handed over at project close If you have proven experience building workflow or project-management CRMs, feel free to propose your stack and timeline. I’m open to SaaS customisation or a ground-up build, as long as the final product is easy to maintain and scale.