Full-Stack Developer for Payment & Visit Tracker

# Full-Stack Developer Needed – Custom Client Payment & Visit Tracker ## Project Overview We are **Nyaytale Global Private Limited**, a legal facilitation and documentation support company in India. We are looking for an experienced **full-stack developer or development team** to build a custom **Client Payment, Visit & Case Tracking System**, inspired by the simplicity of apps like **Khatabook**, but designed specifically for our business. The system should be simple for employees to use, professional, secure, scalable, and accessible from desktop, laptop, tablet and mobile. --- ## Core Features Required ### 1. Client Management Each client should have a profile containing: * Client ID * Name * Mobile/WhatsApp number * Email * Address * Registration date * Assigned employee * Service/case type * Status * Notes * Documents/attachments Search clients by **name, mobile number, Client ID or Case ID**. --- ### 2. Khatabook-Style Payment Ledger Each client/case should have a simple financial ledger showing: **Total Amount → Amount Paid → Outstanding Balance** Every payment entry should include: * Date * Amount * Payment method * Transaction/reference number * Payment purpose * Received by * Notes Payment methods: * Cash * Bank Transfer * UPI * Card * Other The system should automatically calculate total fees, amount received and outstanding balance. --- ### 3. Payment Receipt Generate a professional PDF receipt for every payment. Receipt should contain: * Nyaytale company details/logo * Client name & ID * Receipt number * Date * Amount received * Payment method * Purpose * Previous balance * Remaining balance * Employee name Receipt should be printable and downloadable, with future WhatsApp/email sharing capability. --- ### 4. Client Visit & Meeting Tracker Employees should be able to record every client visit/meeting: * Client * Date & time * Employee * Visit type * Purpose * Location * Discussion * Outcome * Next follow-up date * Notes Visit types can include: * Office Visit * Home Visit * Court/Legal Visit * Document Collection * Payment Collection * Consultation * Follow-up A complete chronological history should be maintained for every client. --- ### 5. Call & Follow-Up Tracking Employees should record: * Phone calls * WhatsApp communication * Emails * Meetings * Field visits Each activity should include discussion, outcome, next action and follow-up date. Dashboard should show: * Today's follow-ups * Overdue follow-ups * Upcoming follow-ups * Payment reminders * Pending tasks --- ### 6. Case / Service Management A client can have one or multiple cases/services. Example: **Client:** ABC **Case ID:** NT-2026-00125 **Service:** Loan Settlement Assistance **Total Fee:** ₹50,000 **Paid:** ₹20,000 **Balance:** ₹30,000 **Assigned Employee:** XYZ **Status:** In Progress Each case should have its own payment, visit, follow-up, document and activity history. --- ### 7. Employee & User Management Admin should be able to create employees and assign clients/cases. User roles: **Admin:** Full access **Manager:** Access to assigned team and reports **Employee:** Access to assigned clients/cases Role-based permissions are required. --- ### 8. Dashboard Professional dashboard showing: **Clients** * Total clients * New clients * Active clients * Completed clients **Payments** * Total receivable * Total received * Outstanding * Today's collection * Monthly collection * Overdue payments **Employees** * Clients handled * Payments collected * Visits completed * Follow-ups completed Charts/graphs are preferred. --- ### 9. Document Management Upload and store client/case documents such as: * Aadhaar * PAN * Agreements * Notices * Bank documents * Court documents * Receipts Supported formats should include PDF, JPG, PNG and DOC/DOCX. Access must be controlled by user permissions. --- ### 10. Reports Reports should include: **Payment Reports** * Daily/weekly/monthly collections * Employee-wise collection * Client-wise payment history * Outstanding/overdue payments * Payment method-wise collection **Client Reports** * New/active/completed clients * Employee-wise clients **Visit Reports** * Employee-wise visits * Client-wise visits * Date-wise visits * Pending follow-ups Export to **Excel/CSV/PDF**. --- ### 11. Audit Trail & Security This is very important because the system will contain sensitive client and financial information. The system should maintain an audit log showing: * Who created/edited a client * Who added/modified a payment * Who changed case status * Who uploaded documents * Date and time of actions Financial transactions should preferably not be permanently deleted; corrections should be handled through adjustment/reversal entries. Security requirements: * Secure login * Role-based access * Password hashing * HTTPS/SSL * Secure database * Regular backups * Secure document storage * Activity logs --- ## Technology We are open to the developer's recommendation regarding: * Frontend * Backend * Database * Cloud hosting * APIs The system should be scalable and maintainable. Initially, we need a **responsive web application**. Mobile app development may be added later. --- ## Future Integrations The architecture should allow future integration with: * WhatsApp Business API * SMS * Email * Payment gateways * UPI * Accounting software * Google Maps * Mobile applications These integrations can be developed in later phases. --- ## Development Phases ### Phase 1 – Core Client management, login/user roles, case management, payment ledger, receipts and dashboard. ### Phase 2 – Operations Visit tracking, calls, follow-ups, reminders, employee performance and reports. ### Phase 3 – Advanced WhatsApp/SMS/email integrations, payment gateway, mobile app and advanced analytics. --- ## Developer Requirements We are looking for someone with proven experience in: * CRM development * Payment/ledger systems * Client management software * Case management systems * SaaS/web applications * Database design * Dashboard/reporting * API integrations * Role-based access * Secure document management Experience with **Khatabook-style ledgers, CRM, collection management or legal case-management systems** will be an advantage. --- ## Please Include in Your Upwork Proposal 1. Examples of similar systems you have developed. 2. Demo/screenshots/links of previous work. 3. Recommended technology stack. 4. Estimated timeline. 5. Fixed project cost or milestone pricing. 6. Development milestones. 7. Hosting/cloud recommendation. 8. Post-development support terms. 9. Confirmation that complete source code will be provided. 10. Your experience with payment/financial systems and audit trails. ### Important Please do not send a generic proposal. Review the requirements carefully and explain how you would design the system. We are looking for a **long-term technology partner** who can build, maintain and further develop the platform. **Company:** Nyaytale Global Private Limited **Project:** Custom Client Payment, Visit & Case Tracking System **Platform:** Web application initially; mobile app in future **Project Type:** CRM + Payment Ledger + Case/Client Management