CRM for benefits brokerage

Project Brief: Benefits Broker CRM — Production Deployment Overview I am a benefits insurance broker looking to bring a fully functional React prototype CRM into production. The frontend is complete and working. I need a developer to wire it to a real database (Supabase), add user authentication, deploy it to Vercel, and ensure data persists between sessions. This is not a design or build-from-scratch project. The rough UI and business logic already exist. This is a backend integration and deployment project. What Already Exists A complete single-file React application (App.jsx) built with: React 18 (functional components, hooks) Tailwind CSS for styling Vite as the build tool Current Features (all working in the prototype) Sales pipeline view and Client view with toggle Dashboard with revenue breakdowns by opportunity rating, segment, and sales lead Filterable, sortable employer/prospect table with CSV export Full employer detail records including: Opportunity rating, medical enrolled segment, estimated revenue Headquarters address fields Plan anniversary and medical funding type Current update/notes field Contacts panel (add/view contacts per employer) Business details (EIN, SIC code, org type) Benefit Plans table with: Renewal period date picker (start and end date, displays as e.g. 7/1/26 – 6/30/27) Policy number, enrolled count, estimated premium, compensation structure Duplicate, archive, and delete actions per plan row Archived plans nested below active plans Client Workflows section with: Renewal workflow (milestone checklist with auto-calculated dates driven by plan renewal date, target date picker per milestone, custom item builder, plan year archive) Compliance checklist (7 standard items + buttons to generate POP and ERISA Wrap Plan documents via AI API) Communications tracker (last contact, next touchpoint, preferred channel, notes) What Needs to Be Built 1. Supabase Database Setup Create the following tables in Supabase (schema guidance provided): employers — core employer/prospect records contacts — contacts linked to each employer benefit_plans — active benefit plans per employer archived_plans — archived benefit plans per employer renewal_workflow — milestone completion state and custom items per employer compliance_checklist — checklist state per employer communications — communication log per employer Enable Row Level Security (RLS) so users can only read/write their own data. 2. Supabase Auth Add a login/signup page (email + password is fine to start) Protect all routes so unauthenticated users are redirected to login Associate all data with the logged-in user's ID 3. Wire the Frontend to Supabase Replace all useState with initial hardcoded data with real Supabase reads/writes: Load employer list from Supabase on mount Save changes to employer fields in real time (or on blur) Persist benefit plans, contacts, and workflow state to Supabase 4. Vercel Deployment Deploy the Vite/React app to Vercel Connect to a GitHub repo for CI/CD (auto-deploy on push) Set up environment variables for Supabase URL and anon key Configure a custom domain if provided (domain will be purchased separately) 5. Basic Multi-User Support The CRM is used by a small team (3–5 people). Each person should be able to: Log in with their own account See all shared employer records (shared data model, not per-user isolation) Have their own login credentials Tech Stack LayerTechnologyFrontendReact 18, Vite, Tailwind CSSBackend / DBSupabase (Postgres + Auth)HostingVercelVersion controlGitHub What I Will Provide The complete working App.jsx source file Access to my Supabase project (already created) Access to my Vercel account (already created) Access to my GitHub account (already created) Availability for questions via message What I Am NOT Looking For A complete redesign of the UI A mobile app Complex enterprise features (SSO, audit logs, etc.) An ongoing retainer (though open to discussing support) Deliverables Supabase schema fully set up with RLS policies Auth (login/signup) working in the app All employer data reading from and writing to Supabase in real time App deployed and live on Vercel at a working URL GitHub repo set up with auto-deploy on push to main Brief handoff notes explaining how to add users and make future updates Timeline Looking to have this live within 3–4 weeks of project start. Budget Open to fixed-price bids. Estimated scope is 20–35 hours. Please provide your hourly rate and a fixed-price estimate for the full scope above. About the Business Independent benefits insurance brokerage serving small and mid-size employer groups in Massachusetts. This CRM tracks our sales pipeline (prospects) and client base, manages benefit plan data, and supports renewal workflows and compliance tracking. How to Apply Please include in your proposal: 1–2 examples of React + Supabase projects you have shipped Your approach to wiring an existing React prototype to Supabase (brief overview) Fixed-price estimate and timeline Any clarifying questions you have about scope