Expected duration: 1 - 2 weeks I am looking for an experienced SuiteCRM developer to help set up and customise a new SuiteCRM installation on our our web hosting. The goal is to create a modern, user-friendly CRM experience that incorporates some of the best features and visual elements from other CRM's such as ZohoCRM and Monday.com.
Project Scope: - Install SuiteCRM (latest stable version) on our web hosting environment. - Improve the user interface and experience to be more visually appealing and intuitive (custom theme) - Setup auto sending emails and automation. - Custom fields, layouts, and reporting as per our requirements. - Follow the tasks listed below.
Tasks (Please note, some of these features may already exist in the latest SuiteCRM build): - Faster lead capture - Build a custom lead form pop-up accessible from any page (no full page load) to quickly log event/charity contacts. - Inline editing - Allow inline field edits directly from the lead list without opening full records. - Contact enrichment - Integrate with Hunter.io / RocketReach API to auto-populate missing contact details. - Add real-time commenting on lead records (like chat threads). - Event-based lead templates - Create pre-filled templates for charity events (pulling in default fields for gala/auction leads). - Marking leads and opportunities with particular colour - This could be based on the Status which is selected that defines the colour (similar to how Monday CRM looks) - Pin-to-top function for particular leads and opportunities, or option to Create a ‘focused’ list
Requirements: - Proven experience installing and customising SuiteCRM. - Strong PHP, MySQL, and front-end skills (HTML, CSS, JavaScript). - Ability to create visually appealing, user-friendly CRM interfaces. - Familiarity with ZohoCRM and/or Monday.com is a big plus. - Good communication and ability to follow our feature list and feedback.
What We Provide: - Web hosting environment details. - Our specific list of desired features, layouts, and style preferences. - Reference examples from ZohoCRM and Monday.com for guidance.
Deliverable: A fully installed and customised SuiteCRM instance that combines SuiteCRM's flexibility with a modern, intuitive look and feel similar to ZohoCRM and Monday.com. If you have the skills to make SuiteCRM feel fresh, fast, and visually engaging, I'd love to hear from you! Please share examples of your previous SuiteCRM work and an estimated timeline for completion.
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