CRM system setup

Good day! My name is Margo, I specialize in implementing and refining CRM systems for social and humanitarian projects. I am ready to take on the refinement of your CRM according to the technical specifications — considering flexible fields, user roles, reporting, and multi-project structure.
What I can implement:
Flexible field structure — the ability to add new fields without code intervention (based on CiviCRM, Django Admin, or custom admin panel).
A full-fledged role system: specialists, managers, administrators, with clear permission restrictions.
Beneficiary uniqueness — automatic identification by full name + phone or code, with classification of primary/duplicate requests.
Flexible reporting system: Excel export, filters by period, service types, IDPs/disabilities, regions, etc.
Automatic beneficiary code generation and change audit.
Import from Excel: with column mapping, preview, record updates or creation, error notifications.
Project separation: each project with its own logic, fields, interfaces, reports, and access rights.
… From experience:
Implementation of a humanitarian aid monitoring system for NGOs with over 10 projects in one database.
Development of a CRM with data mapping, UNHCR indicators, and multi-level user roles.
Data import from multiple Excel files (1000+ records), including error checking.
Technologies:
Python / Django or CiviCRM (depending on your infrastructure)
PostgreSQL / MySQL
Pandas / Excel Parser for import
Tailwind or Bootstrap for UI (if needed)

I am ready to discuss which platform your CRM is based on (CiviCRM, Django, Laravel, other?) and any technical constraints. After that, I can estimate timelines and break down the task into stages.

Looking forward to collaborating!

Margo

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