Full-Stack SaaS Architect & Dev Team – AI-Enabled Multi-Tenant CRM Platform for Construction Company

IF YOU HAVE NOT WORKED ON CRM BEFORE, PLEASE DONT APPLY. THIS TASK REQUIRES EXPERIENCE WITH FULL ENTERPRISE CRM FUNCTIONALITIES. DONT REACH OUT OUTSIDE OF THIS PLATFORM AS THAT WOULD RESULT IN REJECTING YOUR PROPOSAL. NO AGENCIES ARE ALLOWED. We are building a modern, cloud-based, AI-enabled CRM platform initially focused on the roofing industry, with the ability to support multiple construction and home-service industries through configurable modules and industry-specific workflows. The platform will serve contractors, sales teams, project managers, operations teams, customer service representatives, and executives. The solution must be scalable, secure, highly available, and designed as a commercial SaaS product. We are looking for an experienced architect and development team capable of designing, developing, testing, documenting, and deploying the complete platform. Business Objectives The platform should enable contractors to: Manage leads, prospects, customers, and households Track sales opportunities and estimates Manage roofing and construction projects Schedule appointments and inspections Manage field crews and subcontractors Track materials and vendor pricing Manage customer communications Handle insurance-related workflows Automate operational processes Leverage AI to analyze documents, photos, and reports Support multiple construction industries through configurable modules Required Architecture SaaS Platform Requirements Multi-tenant architecture Tenant-level data isolation Role-based security Single Sign-On (SSO) Multi-Factor Authentication (MFA) Audit logging Activity tracking API-first architecture Cloud-native deployment High availability architecture Automated backup and disaster recovery Horizontal scalability Mobile-friendly responsive design Core CRM Features Customer Management Leads Prospects Customers Households Commercial accounts Contacts Customer 360 view Interaction history Document management Communication history Sales Pipeline Lead intake Lead assignment Opportunity management Sales stages Follow-up reminders Tasks Appointment scheduling Inspection scheduling Estimate creation Proposal management Contract management E-signature integration Activities & Workflow Calls Emails SMS tracking Meetings Follow-up tasks Automated reminders Workflow automation Escalation rules Notifications Roofing Industry Features Roofing Workflow Property inspections Roof measurements Damage assessments Insurance claim tracking Scope of work generation Material calculations Production scheduling Crew assignments Job progress tracking Change orders Warranty tracking Project Management Project lifecycle management Job scheduling Resource planning Crew management Milestone tracking Project costing Budget tracking Profitability reporting AI Capabilities Document Intelligence Ability to: Read PDFs Read insurance reports Read contracts Read invoices Read permits Extract structured data Image Intelligence Ability to: Analyze roof photos Detect damage Identify roofing materials Identify repair requirements Generate inspection summaries AI Workflow Automation Ability to: Generate scopes of work Create tasks automatically Suggest project plans Recommend materials Estimate labor requirements Generate customer communications Vendor & Supplier Integration Ability to integrate with: Roofing suppliers Material vendors Accounting platforms Insurance platforms Third-party estimating tools Mapping services Weather services Required API framework for future integrations. Reporting & Analytics Executive dashboards including: Sales pipeline Revenue forecasting Job profitability Lead conversion Crew productivity Customer retention Project performance Financial KPIs Support for: Ad hoc reporting Scheduled reports Export capabilities Dashboard customization Security Requirements Enterprise-grade security RBAC (Role-Based Access Control) MFA SSO Encryption at rest Encryption in transit Audit trails Security logging Tenant isolation Data retention policies Preferred Technology Experience Please propose your recommended stack. Examples: Front End React Next.js TypeScript Backend .NET Node.js Java Database PostgreSQL SQL Server Cloud AWS Azure AI OpenAI Claude OCR technologies Computer Vision Deliverables The selected team should provide: Solution architecture Database design UX/UI design Development roadmap Working MVP Production-ready platform API documentation Source code ownership transfer Deployment documentation User documentation Testing and QA documentation Proposal Requirements Please include: Similar CRM or SaaS platforms built Construction or roofing industry experience AI implementation experience Multi-tenant SaaS experience Team structure Estimated timeline Estimated budget Technology recommendations Portfolio links Important: We are seeking a long-term technology partner, not simply a coding resource. Preference will be given to teams with proven SaaS architecture, CRM development, workflow automation, AI integration, and enterprise security experience.