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?

reddit.com
u/Minimum_Article5903 — 3 days ago

Need advice on quoting a large custom B2B CRM project

​

I have 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?

reddit.com
u/Minimum_Article5903 — 3 days ago

Need help choosing a name for my tech company

I’m starting a tech company focused initially on web/app development, with plans to build AI products in the future.

I’m stuck on the name. I’m a software developer myself, but this decision feels quite personal, and I think I’ve overthought it.

What I’m looking for:

  • Easy to pronounce and remember
  • Works for local businesses now, but can scale globally later
  • Doesn’t limit me to web development or a specific technology
  • Suitable for YouTube/social media/content creation
  • Should feel like a proper tech brand, not just a freelancer/IT service
  • My name is Kunal (Kanthya is my pet name), if a personal brand angle makes sense

I was previously considering “Prasar Services”, but I’m unsure whether to keep it, modify it, or start completely fresh.

Would love suggestions, naming principles, or experiences from people who have built businesses/brands.

reddit.com
u/Minimum_Article5903 — 11 days ago
▲ 11 r/Freelancers+1 crossposts

One Month Into Freelancing: 0 Clients, A Lot of Lessons, and a Goal to Hit ₹50K This Month

I wanted to share a checkpoint after my first month of full time freelancing. Not because I have a success story yet, but because I think documenting the journey matters just as much.

For the past month, I've been consistently reaching out to businesses through cold calls and cold emails. I haven't converted a single lead into an opportunity yet.

That part stings.

But instead of pretending everything is going great, I sat down and looked at what I did wrong.

Mistakes I made in Month 1:

  • I didn't track my outreach properly.
  • I got too comfortable working from home.
  • I wasn't consistent every single day because of some personal issues.
  • I focused more on "doing outreach" than improving my sales process.

Goals for Month 2:

  • Land my first paying client.
  • Reach ₹50,000 in revenue by the end of the month.
  • Treat this like a real business, not a side hustle.
  • Cold call and cold email businesses every day.
  • Start visiting local businesses in person and build relationships offline as well.

A little context: I'm building this as a full-time freelancer from a Tier-2 city in India. There isn't a huge startup ecosystem around me, so most of my opportunities have to be created through direct outreach.

I'm posting this for two reasons:

  1. To keep myself accountable.
  2. To learn from people who've already been through this.

If you've built a freelance business, what was the biggest thing that changed your results?

If you see me making mistakes, point them out.

If you think my approach can be improved, tell me.

And if you think there might be a way we can collaborate, I'm open to that too.

I'll come back next month with another update—hopefully with my first client.

Let's see where this goes.

reddit.com
u/Minimum_Article5903 — 15 days ago

Has anyone else noticed Amazon and Flipkart deliveries getting worse recently?

Is anyone else experiencing repeated delivery delays from both Amazon and Flipkart?

I've noticed a pattern over my last 3–4 orders, and it's not limited to just one platform. Both Amazon and Flipkart seem to be struggling with delivery reliability.

My orders keep getting delayed, delivery attempts are rescheduled multiple times, and the delivery agent often doesn't arrive within the promised time window. Right now, I have an order that was quite urgent. I understood the initial 8-day delivery estimate because of the monsoon, but it's now already 2 days past the scheduled delivery date, and it has been rescheduled again.

One thing I also find frustrating is the lack of communication. On Flipkart, I can't contact the delivery agent directly until certain stages of the delivery process, which makes it difficult to know what's actually happening.

As a software engineer, I think customer expectations have changed significantly over the last few years. With the rise of 10-minute delivery apps and highly responsive logistics from newer startups, people now expect better tracking, more accurate ETAs, and proactive communication. While no one expects every delivery to be instant, repeated rescheduling without clear updates creates a poor customer experience.

Some improvements I'd suggest:

- Better ETA prediction based on real-time conditions.

- Clear reasons for delays instead of generic status updates.

- Limited communication with the delivery partner when a delivery is delayed.

- Smarter route planning to reduce repeated rescheduling.

- More transparency in the logistics process so customers know what is actually happening.

I'm not complaining about a single delayed order—unexpected delays happen, especially during the monsoon. What concerns me is that this has become a recurring experience across both platforms.

Has anyone else been facing the same issue recently, or is it just me?

reddit.com
u/Minimum_Article5903 — 28 days ago

Has anyone else noticed Amazon and Flipkart deliveries getting worse recently?

Is anyone else experiencing repeated delivery delays from both Amazon and Flipkart?

I've noticed a pattern over my last 3–4 orders, and it's not limited to just one platform. Both Amazon and Flipkart seem to be struggling with delivery reliability.

My orders keep getting delayed, delivery attempts are rescheduled multiple times, and the delivery agent often doesn't arrive within the promised time window. Right now, I have an order that was quite urgent. I understood the initial 8-day delivery estimate because of the monsoon, but it's now already 2 days past the scheduled delivery date, and it has been rescheduled again.

One thing I also find frustrating is the lack of communication. On Flipkart, I can't contact the delivery agent directly until certain stages of the delivery process, which makes it difficult to know what's actually happening.

As a software engineer, I think customer expectations have changed significantly over the last few years. With the rise of 10-minute delivery apps and highly responsive logistics from newer startups, people now expect better tracking, more accurate ETAs, and proactive communication. While no one expects every delivery to be instant, repeated rescheduling without clear updates creates a poor customer experience.

Some improvements I'd suggest:

- Better ETA prediction based on real-time conditions.

- Clear reasons for delays instead of generic status updates.

- Limited communication with the delivery partner when a delivery is delayed.

- Smarter route planning to reduce repeated rescheduling.

- More transparency in the logistics process so customers know what is actually happening.

I'm not complaining about a single delayed order—unexpected delays happen, especially during the monsoon. What concerns me is that this has become a recurring experience across both platforms.

Has anyone else been facing the same issue recently, or is it just me?

reddit.com
u/Minimum_Article5903 — 28 days ago

Can we PLEASE get an option to hide the "Start writing" button?

Am I the only one who finds this "Start writing" button incredibly annoying?

I use ChatGPT to chat, code, research, and brainstorm—not to "start writing."

I've never clicked it once, yet it's permanently taking up space next to the input box.

The feature isn't the problem. Forcing it into the main UI is.

Just give us a toggle to hide it, or move it behind the "+" menu. Not every feature needs to live in the composer.

OpenAI builds great products, but this feels like unnecessary UI clutter.

Anyone else feel the same?

u/Minimum_Article5903 — 1 month ago

23M, just started regular reading, what should I read next?

Hey everyone,

I’m 23 years old and recently started building a reading habit, but honestly I’m a little confused about what to read next because there are just so many options out there.

So far, I’ve finished:

The Psychology of Money by Morgan Housel

Atomic Habits by James Clear

I enjoyed both of them and now I want to continue reading consistently and make reading a long-term habit rather than just reading occasionally.

I’m not very fixed on any particular genre right now. I’m open to anything — self-improvement, fiction, psychology, philosophy, biographies, business, or any books that you think someone in their early 20s should read.

My main goal right now is simply to become a regular reader while also reading books that are genuinely worth my time.

What books would you recommend I pick up next?

Would appreciate your suggestions.

reddit.com
u/Minimum_Article5903 — 2 months ago

If you had to start freelancing from zero again, what would you do?

I want to make freelancing my full-time career.

​

If you were starting again from zero today, what exact steps would you take to get your first clients and build stable income?

​

What would you avoid wasting time on?

reddit.com
u/Minimum_Article5903 — 2 months ago