Custom SharePoint CRM Development

Замовник: AI | Опубліковано: 05.01.2026

I'm seeking an experienced developer to build a custom CRM system for my safe deposit box business using SharePoint, Power Automate, and Power BI. This solution must be robust, cost-effective, and eliminate the need for any additional software. Key Features: - Document Handling: This is the most critical aspect. The system must efficiently manage and organize all business-related documents. - Lead Management: Track and manage potential customers. - AML Compliance: Ensure all processes meet Anti-Money Laundering regulations. - Payment Processing: Handle all financial transactions securely. - Renewals Management: Monitor and manage contract renewals. Ideal Skills and Experience: - Proficiency in SharePoint, Power Automate, and Power BI. - Strong background in CRM development and document management systems. - Experience with AML compliance processes. - Excellent organizational skills and attention to detail. Please submit a detailed project proposal, including your approach, timeline, and any relevant past work. I need this project completed ASAP. We have a detailed project plan. Some work has been carried out by myself, I just need someone to come in and complete it.