Budget: 5000 UAH Deadline: 20 days

Good day, Nazar!

I specialize in developing CRM systems and admin panels with a focus on stability, performance, and proper business logic. I work with React, Node.js, Express, SQLite, and modern SPA solutions, so your stack and CRM structure are completely clear to me.

To formulate an objective proposal for you regarding the timeline and cost, please let me know:
- Are there separate APIs for applications, managers, and finances, or is everything in one module?
- Is a separate analytics page for deals and managers needed?
- Is there a plan for future integration with IP telephony, Zoom API, or payment systems?

After your responses, I will be able to accurately assess the scope of work and provide you with realistic timelines and costs for implementation.

I would suggest refining the current CRM without rewriting the system from scratch, with the correct architecture for deals, payments, manager roles, and financial logic. Essentially, this will be a stable and scalable CRM where all analytics, accruals, and balances will work correctly through payments confirmed by the administrator, without duplications and future problems.

Nazar, I propose discussing the details in private messages so that I can thoroughly assess the current CRM structure and suggest an optimal implementation. I will create a clear, stable, and well-thought-out system that will be comfortable for managers and administrators to work with. Expand

Budget: 2500 UAH Deadline: 1 day

Good day, Nazar
I have 10 years of experience in development, working with the tech stack on React Native (+TypeScript), React.js (Next/SSR +TypeScript), backend Node.js (Express/Nest) + MongoDB, Firebase + TS.
Write to me, let's discuss everything in more detail.
I would be happy to collaborate.
Sincerely, Oleksiy.

Budget: 15000 UAH Deadline: 5 days

Hello. I have been working with React and Node.js for over 9 years. I am ready to complete the task.

Budget: 5000 UAH Deadline: 30 days

I will refine the current backend on Express and integrate new tables and indexes in SQLite through better-sqlite3 for the deals section without using Cron.
Budget and deadlines will be discussed in private correspondence.
How exactly are you currently dividing orders among these individual entrepreneurs within KeyCRM — by tags, statuses, or sources?

Budget: 1000 UAH Deadline: 1 day

Hello. I understand the task and can complete it. If it's still relevant, message me privately, and we will discuss the details and I will get started.

Budget: 27000 UAH Deadline: 14 days

Look, there's a nuance here - we don't need to rewrite the system from scratch, and that's the right approach. However, I would estimate the full scope with agreements, payment confirmations by the admin, change history, roles, manager balances, and a dashboard at approximately 27,000 UAH and 14 working days. For 5,000 UAH, we can realistically only cover the first stage - code review, database schema, and basic agreement model without all the financial logic.

According to the technical specifications, I see a key point - the source of truth for accruals should not be the status of the agreement, but a financial event confirmed by the admin. This needs to be done through separate records of payments and accruals; otherwise, the managers' balances will start living their own life =/

Relevant examples
> https://business.ingello.com/forma-crm - similar in logic to the sales department, leads, and managers
> https://business.ingello.com/forma-bpm - similar in states, roles, process control, and change history
> https://systems-fl.ingello.com/ua - Ingello Systems profile for FLH

I would do it this way
> SQLite DB - deals, payment_events, manager_accruals, payout_events, audit_log, unique indexes against duplicates
> backend Node.js + Express - rights verification, creating an agreement from an application, payment confirmations only by the admin, balance calculations only from confirmed payments
> admin panel React + Vite + Tailwind - Agreements section, buttons in Applications, manager tabs, filters, dashboard
> scenario checks - prepayment, additional payment, full payment, one person in two roles, payouts to managers

What you need to provide
> access to the current code within the exchange, a test copy of the database or an anonymized dump, and a brief explanation of how roles currently work. It's preferable not to touch the code randomly - a penny-wise person pays twice, and in financial logic, it can be loud too =)

Questions
> Does the current CRM already have admin-manager roles on the backend, or are rights mostly in the interface?
> How is the application stored from the unique link of the traffic manager - manager_id, referral_code, or another field? Expand

Budget: 4000 UAH Deadline: 3 days

Hello, my name is Mykyta.
I am interested in your project for refining the CRM. I am ready to take on the implementation of the necessary functionality.

I have experience working with React, Node.js, and SQLite, which is perfect for your current database. I have already implemented similar logic with leads, deals, and multi-status systems.
I am open to long-term collaboration, as you are looking for.
Portfolio: Freelancehunt

Estimated price, terms: 4,000 UAH, 3 days.
I invite you to discuss the details in private messages.

Budget: 2000 UAH Deadline: 7 days

Hello, I worked on developing a CRM system for an educational company with 2000+ leads per month. I implemented the logic for working with leads, deals, payments, and automatic calculation of managers' balances. The system processes 500+ deals monthly with a complete history of changes and access rights ✅

I am curious if there will be a need to integrate the system with existing CRMs or external services for automatic lead import?

I suggest we get in touch; I will provide you with a free technical consultation and we can create a development plan + I will tell you about my team!

Budget: 4000 UAH Deadline: 2 days

Good day! 👋

I have reviewed the specifications — the logic is clear, and the stack is familiar. React + Node.js + SQLite can be refined without any issues.

Leads, agreements, payment confirmations by the admin, separation of managers, protection against duplicates — we will implement everything cleanly and stably.

I am ready to work, we will discuss the details in private 🤝

Budget: 22000 UAH Deadline: 10 days

Hello! We are a team of developers with 4 years of experience in web technologies, process automation, and optimization of internal automation systems. Refining the existing CRM requires not just writing new scripts, but also flexible customization of interfaces for the convenience of managers. We will take on the full range of tasks: we will improve the UI/UX design of the dashboards using modern Javascript markup, integrate additional payment systems or third-party API services, and conduct thorough testing before the release to production. Since we are a team, you will receive quick implementation of changes and reliable technical support for the product turnkey. Let's discuss the priority tasks for refinement in private messages!

Budget: 5200 UAH Deadline: 3 days

Hello, Nazar.
I have done similar projects — I know the nuances and will do exactly what is described. There are a few clarifications before starting.
The final price/timeframe will be determined after all clarifications.

Profile: Freelancehunt
Reviews: Freelancehunt

Budget: 5000 UAH Deadline: 8 days

Good day! I have carefully reviewed the description and structure of the task — everything is clear, and I have no questions regarding the logic.
I am well-versed in the stack React + Vite + Tailwind + Node.js + Express + SQLite, so there is no need to rewrite anything — I will just carefully refine the existing base.
Regarding the essence of the task:

- The deals table with a connection through lead_id, indexes, and protection against duplicates — standard.
- The logic for confirming payments only by the admin and crediting the balance — I will implement at the backend level with rights verification.
- Delays through timestamp during selection without cron — the correct approach, I will do it this way.
- Separation of traffic manager and sales manager — understood.

I am ready to review the full technical specification in Google Docs and provide exact deadlines after familiarization.
Approximately: 5–8 working days. Regarding the budget — within the specified amount, we will discuss it after reviewing the full document. Expand

Budget: 27000 UAH Deadline: 14 days

Hello! I have experience working with frontend ReactJS as well as backend on ExpressJS. I have commercial experience in developing CRM systems and participated in the development of 2 commercial projects.

Budget: 27000 UAH Deadline: 30 days

The main difficulty of this project lies not in the layout or CRUD operations, but in the correct financial logic, roles of managers, protection against duplication of accruals, and building stable analytics. That is why I propose not a "hacky" refinement, but a systematic solution with clear connections between applications, deals, payments, accruals, and managers' balances.

I have a good understanding of CRM logic for sales and funnels, so I will implement the system in a way that keeps it fast, clear, and scalable even after further modifications. I will pay special attention to backend logic, access rights, financial events, and change history, as these are the aspects that most often break in CRM after chaotic edits. In your case, it is important not just to "add a deals section," but to correctly build a source of truth for analytics and managers' balances. I will implement separate tables for payments, accruals, payouts, and change history to avoid duplications and financial issues in the future. I will also optimize filtering through SQLite indexes to ensure the CRM works quickly even as the number of leads and deals grows.

Work plan:

- Analyze the current structure of the CRM and existing logic
- Design a new database structure for deals, payments, accruals, payouts, and history
- Create a new section "Deals"
- Implement the connection between the application and the deal through lead_id
- Add application statuses and automatic status changes
- Implement logic for creating a deal without duplication
- Add roles for traffic manager and sales manager
- Implement financial events and payment confirmation by admin
- Automatically accrue balances for managers
- Protect against duplication of payments and accruals
- Implement payouts for managers
- Refine access rights on the backend
- Create a "Overview" dashboard with conversions and KPIs
- Implement filters, statistics, and analytics
- Add change history for deals and finances
- Optimize SQLite through indexes
- Test business logic and financial scenarios. Expand

Budget: 700 UAH Deadline: 1 day

Hello! I am a 5-year Node/React developer and I am ready to enhance the CRM: I will add a deals table, indexes, logic for application and contract statuses, access rights, duplicate protection, and UI components "Create/Open Contract". Approximately 120 hours of work. I am ready to discuss the details and deadlines.

Budget: 4500 UAH Deadline: 1 day

Hello!

I am a Full-Stack Software Engineer with over 7 years of experience in developing websites, SaaS solutions, complex web platforms, and MVPs for startups - from idea and architecture to production and support.

I work not only as a developer but also with a focus on business logic, scalability, and long-term support of solutions. My portfolio includes examples of implemented projects of varying complexity.

Technology stack:
PHP (Laravel, Symfony, Yii2),
Frontend: JavaScript (Vue.js, React.js), HTML5, CSS3,
Databases: MySQL, PostgreSQL.

Regarding timelines and costs - at this stage, it is difficult to accurately assess them without clarifying the requirements. To form a reasoned estimate, it is usually necessary to understand:
– the goals of the project;
– key functionality;
– expected load and integrations;
– priorities (quick launch vs scaling).

I suggest starting with a brief clarification of the requirements or a call / correspondence - after that, I will be able to provide a realistic estimate on timelines, budget, and implementation options.

I would be happy to discuss the details. Expand

Budget: 10000 UAH Deadline: 14 days

Hello! I am Volodymyr, the founder of the engineering agency Vaysed. Your technical task regarding the modernization of the existing CRM system based on React, Node.js, and SQLite fully aligns with our development profile. We will ensure smooth integration of the new deal logic, clear separation of manager roles, automated financial accounting, and the construction of an analytical dashboard directly within your current folder structure and backend. To implement deals, we will create a separate table in SQLite with the necessary indexes for quick filtering. The connection to the application table through a unique identifier will completely prevent the creation of duplicates. At the backend level, we will implement strict access rights verification, where regular managers will only have access to their own clients, while the administrator will see the full picture.

We will pay special attention to the financial module and the separation of roles between traffic managers and sales managers. Each payment will be recorded as an isolated financial event. Interest accrual will occur only after manual confirmation of the transaction by the administrator. If one person closes a deal through their own referral link, the system will generate two separate accrual records but will add them to a single balance. The updated overview section will be transformed into an informative dashboard with flexible filtering. All critical metrics will be calculated dynamically based on timestamps directly during SQL query execution, which will maintain high performance of the React interface.

Our agency has significant experience in building event-driven and analytical systems. We successfully implemented complex access rights separation logic in the large-scale educational platform RESTART 2026. We thoroughly developed the dynamic filtering logic by timestamps for calculating metrics in the continuous monitoring system Lumos, and we flawlessly configured reliable transactional logic for financial events and protection against balance duplication in the Prudbay Clothes Support ecosystem. You can evaluate our engineering approach on the official agency website https://vaysed.me/. Message me for access to the repository, and we will promptly start developing new modules.

Budget: 3800 UAH Deadline: 7 days

I will refine your CRM on React + Node.js + SQLite — I will add a deals table with indexes, logic for leads/deals/payments, admin confirmation, and automatic calculation of managers' balances. I will implement protection against duplicates, separate financial events for prepayment and additional payment, access rights on the backend, and change history — without heavy solutions and rewriting the system. I am ready for long-term cooperation, I deliver clean work with documentation. Rate — 3800 UAH, I will deliver in 7-10 days.

Budget: 3900 UAH Deadline: 1 day

Good day. I am an individual developer with over 4 years of experience in full-stack development, web security, and process automation, offering my services to refine your CRM based on Node.js, Express, and React without rewriting the system from scratch. I guarantee direct communication without intermediaries and full legal transparency, as I work officially through a sole proprietorship, and I am also willing to lower the rate and complete this scope for 4000 UAH to start a long-term collaboration. I will independently create a deals table in your SQLite database using better-sqlite3, add indexes for manager filters and statuses, implement overdue logic through clean timestamp queries in SQL without burdening the server with cron jobs, and close the protection against duplicate deals and payments through UNIQUE constraints at the database schema level. On the backend, I will delineate access rights so that balances and accruals for sales managers are formed only after transaction verification by the admin, separate the logic of traffic managers and sales managers, and on the frontend (React/Vite/Tailwind), I will neatly add a "Deals" section to the menu, a dynamic "Create/Open Deal" button in "Applications," and forms for manually entering Zoom calls. My approach to optimizing commercial interfaces and database architecture is presented in my portfolio: 3magency.co, https://vilors.studio/. I am ready to take on the project today.

Budget: 4500 UAH Deadline: 3 days

Hello. Our small team has been engaged in refactoring, optimizing, and expanding the functionality of commercial CRM platforms using the Node.js and React stack for over 4 years. We clearly implement the entire pool of tasks from your list: at the backend level, we will separate the entities of traffic managers and sales managers, set up the recording of financial events as separate transactions, and establish a source of truth for balance analytics exclusively under admin confirmation. In the frontend part admin/ on Vite + Tailwind, we will integrate a new deals page, implement dynamic toggling of the "Create/Open Deal" buttons in the leads list, and create a form for recording the date and time of the next contact. You can familiarize yourself with the quality of our code and the level of interface implementation through the links to our portfolio: freshagro.com.ua, farfieworldwide.com, rivnekolo.com.

Budget: 4000 UAH Deadline: 2 days

Good day. My colleague and I have been specializing in the development, bug fixing, and scaling of internal automation systems, backend on Node.js, and SPA interfaces on React for over 4 years. We agree that the system does not need to be rewritten, so we will carefully integrate new business requirements into the current codebase: at the SQLite database level, we will set up relational links between applications and agreements, add a table for the history of status changes, and optimize SQL queries with indexes for instant data filtering. On the Express backend, we will implement access rights verification (admin role for confirming advances and additional payments), eliminate the possibility of duplicate charges, and on the frontend, we will update the menu, add flexible forms for creating agreements, and automate the status changes of leads. Examples of our technical expertise are presented in the portfolio: drkukharevich.rivne.ua, crave-agency.com.ua, jk-solution.com.ua.

Budget: 4000 UAH Deadline: 3 days

Hello. My partner (designer + full-stack) and I have over 4 years of experience in developing and refining CRM systems and are ready to quickly implement new deal logic without rewriting your system from scratch. We will not touch the working version of the site but will create a copy on staging, where we will expand the SQLite database using better-sqlite3: we will add a deals table, set up indexes on statuses and managers, and implement an easy selection of overdue items by timestamps without burdening the server with heavy cron tasks. On the Node.js / Express backend, we will separate the logic of traffic managers and sales managers, close financial balances under admin verification with protection against duplicate transactions through UNIQUE constraints, and on the frontend with React + Vite + Tailwind, we will add a "Deals" section and a button to create calls in "Requests." Our approach to architecture is reflected in the portfolio: hyperfi.tech, espressolab.com.ua, hudi.com.ua.

Budget: 1000 UAH Deadline: 14 days

Good day!

I have extensive experience in writing ERP/CRM systems, I can offer some advice, and during the conversation, I am ready to show what I am currently working on.

Budget: 5000 UAH Deadline: 5 days

Hello. I saw your requirement for a deals table with indices for filters and a change history without heavy cron tasks - I did something similar using Express + SQLite for a logistics CRM, where it was also necessary to calculate delays on the fly using timestamps. There are about 40,000 records, and the query remained under 200 ms.

Question: do you already have a section "Overview" with some work on applications, or is it an empty template? This will affect how much current logic will need to be refactored for the new deals scheme.

Budget: 4000 UAH Deadline: 5 days

Hello! I read the specifications, and the logic is very well laid out. Your stack (React + Tailwind, Node.js + SQLite) is my main profile, so I will quickly understand the current architecture and add functionality without workarounds or rewriting from scratch.

Here’s how I will implement it:
• I will create a deals table with indexes and link it to the applications (I will add strict checks on the backend to avoid duplicates).
• I will set up the selection of overdue items through timestamp to avoid overloading the system with cron jobs.
• I will implement the separation of Traffic Managers and Sales Managers according to your logic.
• I will configure the financial block and access rights: payments will go to the balance only after admin confirmation, and I will add logging of change history.
• On the front end, I will add a Deals section, update the menu, and the logic for changing statuses and buttons (Create/Open deal).
Estimated cost: 4000 UAH

Timeline: 4-5 days for development and complete testing.
I am looking for projects for long-term collaboration, so I am interested in doing everything with high quality. I am ready to look at your repository and start working! Expand

Budget: 5000 UAH Deadline: 3 days

I am a NextJs, React, NestJs developer. I am ready to take on this task.

Budget: 4400 UAH Deadline: 1 day

Hello, we have already communicated. I am ready to complete the work on the project. I would be happy to help you!

Budget: 5500 UAH Deadline: 3 days

Good day! I have reviewed the specifications — no questions, regarding the stack as well. We can break it down into stages and submit them sequentially for review, so you can control each step. I can start today. GitHub: https://github.com/axbuglak Examples: https://momicro.com https://web.rstays.com https://ai-desk.ai Sincerely, Oleksiy Buglak

Budget: 4500 UAH Deadline: 5 days

Hello, Nazar.

I am ready to refine your CRM without rewriting it from scratch. From the specifications, I see that the main task is to correctly separate applications and deals, add manager roles, financial events, payment confirmations by the admin, change history, and accurate balance calculation.

I can implement this carefully using the current stack: React + Vite + Tailwind, Node.js + Express, SQLite / better-sqlite3.

I would start with the database: deals, financial events, change history, indexes, protection against duplication. Next, the backend logic for access rights and the interface in the CRM.

An important point: for analytics and balance, the source of truth should only be payments confirmed by the admin. I will incorporate this into the logic right away to avoid confusion with accruals later.

I have deep knowledge in CRM system development, lead/deal logic, user roles, financial events, React admin panels, Node.js APIs, and working with databases.

I am ready to start after reviewing the code and database structure. Expand

Budget: 2000 UAH Deadline: 3 days

Hello! After reviewing your project, I am ready to start working on it. Let's discuss the details for the best result.

Budget: 27000 UAH Deadline: 14 days

We have an almost ready similar solution for CRM with leads, deals, roles, payments, and manager balances; it can be quickly adapted to your current system. We can agree on the details here in the project; I am available.

There is no need to rewrite from scratch - it’s better to carefully build upon the backend, database, and admin panel so that confirmed payments by the admin become the single source of truth for analytics and calculations.

Regarding the budget - the entire described scope, specifically deals, financial events, duplication protection, roles, payments, and overview, does not fit well within 5000 UAH.

The full implementation of such a technical specification is approximately from 30000 UAH and 14 working days after reviewing the code, while for 5000 UAH we can do the first stage - code audit, database schema, migrations, and the basic chain of application - deal - payment.

In the full technical specification, I see an important point about separate financial events for prepayment, additional payment, and full payment - we have worked with such logic, so I would start with tables for payments, calculations, payouts, and change logs.

We can also incorporate simple AI prompts for managers - for example, who needs to be followed up today, where an application has been pending without a deal for more than 2 or 10 hours, and where payment is waiting for admin approval.

- Is there currently authorization with roles admin and manager on the backend, or do permissions still need to be built?
- Can we look at the structure of the current SQLite database and Express routes before starting?

Similar examples for CRM and processes:
- https://business.ingello.com/forma-crm - CRM and manager processes, close to your division of applications, deals, and roles
- https://business.ingello.com/forma-bpm - business processes, statuses, permissions, action control, and calculations

Our approach for FLH - https://systems-fl.ingello.com/ua Expand