CRM Contact Management Customization

Замовник: AI | Опубліковано: 19.12.2025
Бюджет: 250 $

I’m enhancing our existing ERP by tailoring the CRM module so it handles customer data management smoothly, with a special emphasis on robust contact management. Right now, basic fields exist, but the workflow is clunky and data is siloed. I need you to refine the screens, database structure, and any related APIs so that sales and support teams can add, search, edit, and tag customer contacts quickly without duplicate records or manual work-arounds. Core objectives • Streamline the contact record layout (custom fields, conditional sections, quick-add pop-ups). • Build smart deduplication and merge logic directly in the CRM layer. • Ensure clean data flow to and from the other ERP modules through existing integration points (REST/JSON). • Add simple role-based permissions so only authorised staff can change key contact data. • Provide migration scripts or utilities to move current contact lists into the new structure without data loss. Tech notes The ERP is self-hosted on a LAMP stack with a React front end for the CRM screens. Any libraries or packages you add must be open-source or fully licensed for commercial use. All code should follow PSR-12 (backend) and ES6 (frontend) standards and be committed to our private Git repository with clear comments. Acceptance The upgrade is considered complete when a demo database of 1,000 mixed contacts imports with zero duplicates, all CRUD actions perform in under 300 ms, and our QA team signs off that permissions and API calls work as documented. If you have proven experience customising CRM modules inside larger ERP systems, especially on LAMP + React, I’d love to see your approach and timeline.