I'm looking for a skilled developer to create a custom CRM system tailored to my business needs. Essential features should include: - Lead management - Contact management - Sales tracking Additionally, the CRM should integrate with: - Email services (e.g., Gmail, Outlook) - Customer support tools (e.g., Zendesk) - Marketing automation (e.g., Mailchimp) The primary goal of this CRM is to improve customer relationships. Ideal Skills and Experience: - Proven experience in CRM development - Strong understanding of integration with various platforms - Ability to customize features based on specific business requirements - Excellent communication skills to gather and implement feedback Please provide examples of similar projects you've completed. What we need: -DocuSign integration - Add agents through email - Hook their email up- can we do templates for email campaigns? - Assign clients to agents - Agents should only be able to view their information while Admin control can view everyone all together and individually - How to send docusigns from the app - Need to know how to add and delete agents without deleting their information or client info - Need to be able to transfer clients between agents - Can we add a secure place for clients to submit documents to? And to make sure we have full functionality