Build Website Development with CRM Integration and AI Features

Posted 2 weeks ago

Worldwide

Summary

==Project Description== We are a North American startup seeking the development of a modern, attractive, and highly intuitive website, optimized for maximum performance and minimal maintenance. The site must include advanced graphics, payment integrations, purchase workflows, automated communications, artificial intelligence features, and a robust client management system through CRM integration. ==Main Objectives== Deliver a professional and user-friendly experience for all levels of users. Implement purchase workflows with predefined packages, options to add services to existing packages, and standalone services. Establish various external integrations (details disclosed only under NDA). Provide a secure and personalized dashboard for registered clients, with 24/7 access to documents and order tracking. Integrate an external CRM to manage client data and securely store documents. Optimize the site for SEO and performance. Use artificial intelligence to ensure every client interaction is personalized and automated, supporting the growth of our North American startup. ==Project Phases== 🔹 Phase 1 – Landing Page Modern, responsive, and visually appealing design. Contact and quotation forms. WhatsApp connectivity. Basic SEO integration. 🔹 Phase 2 – Integrations and Workflows Purchase workflows: Predefined packages. Add-on services to existing packages. Standalone (“à la carte”) services. External integrations (generalist description only). Payment systems (Stripe, PayPal). Automated emails with PDF attachments. Client dashboard: Order progress tracking. 24/7 document downloads. Automated notifications via email, SMS, and WhatsApp. CRM integration: Centralized client management. Secure document storage. Real-time synchronization with the dashboard. 🔹 Phase 3 – Artificial Intelligence Features Intelligent recommendations: automated suggestions based on purchase history and browsing behavior (what clients bought, reviewed, or skipped). Communication optimization: personalized emails, SMS, and WhatsApp messages sent at the optimal time, with content tailored to each client profile. Document automation: automatic generation, validation, and organization of PDFs within the CRM. Dynamic dashboard graphics: intelligent visualizations showing order progress and service recommendations. AI chatbot/virtual assistant: 24/7 support guiding clients through purchase workflows and answering FAQs. Error detection and alerts: automated identification of inconsistencies in orders or documents, with instant notifications. ==Freelancer Requirements== Must be based in India. Proven portfolio of similar projects. Experience with payment integrations and workflow automation. Knowledge of SEO and performance optimization. Experience in dashboards, secure databases, and CRM connections. Strong understanding of data security and document storage best practices. Experience implementing AI-driven features in websites. Ability to deliver in clear phases with defined deliverables. Strong communication and availability for periodic reviews. ==Payment Terms== Project divided into 3 phases with flat fee pricing per phase. Freelancer must provide separate quotes for each phase.

  • $9,999.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Full-Stack Development
Activity on this job
  • Proposals:50+
  • Last viewed by client:15 hours ago
  • Interviewing:
    10
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 15, 2026
  • United States
    Texas2:41 PM

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