I run a small travel and transportation company that’s still juggling spreadsheets. I have already mapped out our workflows in a simple, non-technical document and now need a web-based CRM where four team members can log in at the same time. Core needs The system must store detailed customer profiles and trip history, let us add notes or follow-ups, and generate clear performance and operations reports—daily, weekly, and ad-hoc. Flexibility I’m open to a custom build or to customising an existing platform such as SuiteCRM, Zoho, HubSpot, or another tool you recommend. What matters is that it runs smoothly in a browser, is easy for non-tech staff to learn, and can grow with our booking volume. Current assets • Spreadsheet exports of all active and past customers • A plain-English outline of required fields, stages, and desired dashboards Deliverables • A live, web-based CRM with four user accounts set up • Configured modules for customer tracking, trip management, notes, and document uploads • Dashboards and downloadable reports covering sales, bookings, and revenue trends • Data imported from our spreadsheets with spot-checks for accuracy • One hand-off session (video call or recorded walkthrough) plus short user guide Acceptance I’ll consider the project complete once all four users can log in, run the agreed reports, and we can trace a full customer journey—from first inquiry to completed trip—inside the system without reverting to spreadsheets.