Build a Custom CRM for a Wealth Management Firm (Airtable / No-Code / Full Stack)

We are Neortek, a French automation agency working with a wealth management firm (Cabinet de Gestion de Patrimoine) to build a fully custom CRM tailored to their industry. This is a serious, well-defined project with a clear scope. We're looking for an experienced developer who has already built CRM systems and understands complex data relationships. --- PROJECT OVERVIEW The CRM must include 5 core modules: 1. DASHBOARD / HOME - Overview: number of clients, contracts, AUM (assets under management), ongoing cases - Fund allocation breakdown - Annual commercial KPIs per advisor (revenue, meetings count, product family breakdown) 2. CLIENT AGENDA & FOLLOW-UP - Birthday tracking and client anniversary alerts - Full calendar integration (preferably Outlook sync) - Calls and meetings logging (date, time, advisor) - Shared across all team members 3. CLIENT MODULE (core of the CRM) Each client record must include: a) Identity - Civil status, contact details - Professional information - Patrimony overview b) Contracts - Detailed contract tracking - Categories: financial investments, insurance/mutual, retirement, savings - Direct links to insurance provider portals c) Agenda / Activity Log - Visit tracking synced with Outlook - Call summaries and notes - Email history linked to client d) Notes - Free-form notes per client record 4. QUERIES / CONTACT MANAGEMENT - Advanced filtering to segment client portfolios - Multi-equipment targeting (identify clients eligible for additional products) - Client typology extraction - Full client + prospect listing for: - Mass communication campaigns - Automatic reporting dispatch 5. COMPLIANCE MODULE (critical) - Automatic generation of compliance documents - Timeline and deadline tracking for regulatory requirements - Integration of full regulatory compliance workflow: DDA / MIF2 / LCBFT / CIF status obligations - Digital document signature integration (e-signature for compliance docs sent to clients) - RGPD compliance throughout 6. PRESCRIPTORS MODULE - Prescriptor database (name, contact, referrals) - Meeting and animation calendar - Linked referral dossiers tracking --- ADDITIONAL FEATURES REQUIRED CLIENT PORTAL - Secure client-facing access - 360° patrimony view for each client - Investment tracking dashboard INTEGRATIONS NEEDED - Outlook calendar sync (mandatory) - E-signature solution (DocuSign, Yousign or equivalent) - Possibly insurance provider portal links - Email integration for client activity tracking --- TECH STACK — OPEN TO PROPOSALS We are open to the best technical approach but our preferred stack is: - Airtable (database + automations) - Make / Integromat or Zapier (workflows) - Softr or Stacker (client portal) - Outlook integration via Make or native sync - DocuSign / Yousign for e-signature If you have a better architecture in mind to meet these requirements, we are open to discussion. --- WHAT WE EXPECT FROM YOU - Proven experience building CRM systems - Experience with wealth management, finance or regulated industries is a strong plus - Ability to propose a clear technical architecture before starting - Clean, documented delivery - Availability for regular check-ins (we are based in France, GMT+1/+2) - Fluent English required, French is a strong plus --- PROJECT DETAILS Type: Fixed price preferred, open to milestone-based Timeline: Looking to start within 2 weeks Scope: Full build — not a template adaptation NDA: Required before sharing full specifications --- TO APPLY, PLEASE INCLUDE: 1. Examples of CRM projects you have built (screenshots or links) 2. Your proposed tech stack for this project 3. Your estimated timeline and budget range 4. Any questions you have about the scope Generic applications will not be considered. We want to see that you have read and understood the project before applying.