Need advice on quoting a large custom B2B CRM project
Just started my own startup and a potential first business client has given me a high-level requirement for a full-featured B2B CRM.
The scope includes leads, contacts, accounts, opportunities, Kanban pipelines, activities/tasks, dashboards, reporting, RBAC, custom fields, notifications, search, and fairly deep AI features like lead scoring, deal insights, summaries, follow-up generation and an AI CRM assistant.
They also want proper architecture, database design, APIs, scalability, documentation, etc. Basically, they're describing a B2B sales operating system, not a simple CRUD app.
I'm confused about how to quote something this large.
A few things I'd love advice on:
How would you estimate/price a project like this?
Would you give one fixed price or break it into phases?
What timeline would be realistic?
If I need to hire a developer, how should I factor that into the quote?
What should I make absolutely clear in the contract/SOW?
What are the common scope-creep traps with projects like this?
Should AI/integrations/hosting/maintenance be priced separately?
I'm fairly early in doing projects of this scale, so I'd really appreciate advice from people who have actually delivered large custom SaaS/CRM projects.
What would you do if you were in my position?