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Onsite crm developer

Abbey Blue Legal Ltd
Crm developer
Posted: 5 January
Offer description

About UsAbbey Blue Legal Ltd is an Irish immigration and corporate-services firm based in Wexford.We manage high volumes of immigration cases, recurring compliance services, and client documentation.We are now expanding into company formations and Abbey Blue Media (websites, hosting, SEO and digital services).We are replacing our Microsoft 365 Lists–based system with a fully self-hosted, enterprise-grade CRM platform running on our own VPS — designed to scale, automate, and eventually be offered to other professional services firms.This is a serious internal system build, not a hobby project.⸻Role OverviewWe are seeking an onsite CRM Developer to work with us in Wexford on a 3–6 month contract, with the possibility of extension and further projects.You will design and build a secure, fast, scalable CRM that brings together:• case management• billing & recurring income• document storage• HR tools• security (VPN / IP-restricted access)• unified hosting for multiple business divisionsYou will work closely with senior management and be involved in real operational decision-making, not just coding in isolation.⸻Working Style & Communication• Weekly in-person progress meetings• Regular check-ins with the Commercial Manager and Managing Director• Clear weekly objectives and deliverables• Hands-on, collaborative working environmentThis role requires visibility, communication, and accountability.⸻Important Conditions (Please Read Carefully)• This is a Wexford-based role and requires onsite attendance• Applicants must either already be living in Wexford or be genuinely willing to relocate to Wexford before starting• This role is not suitable for candidates seeking remote work, hybrid work, or occasional office attendance• Applicants who are not willing to relocate to Wexford or work onsite should not apply• €15 per hour, 32 hours per week• Initial 3–6 month contract, extendable to 12 months• Potential for a permanent role as the platform and business grow• No work permit support available at this stage (may be considered later for the right candidate if the role becomes long-term)⸻Interview Process & Start Date• Initial shortlisting and first discussions will take place next week• Selected candidates will be invited to a team meeting interview on Thursday• Successful candidates will then be invited to an in-person interview at our Wexford office the following week• Target start date: 27 JanuaryWe are looking to move quickly with the right candidate.⸻Project GoalBuild a self-hosted CRM platform that:• Manages leads, cases, documents, billing, and internal communication• Supports Immigration, Company Formations, and Abbey Blue Media services• Includes ~20 immigration, corporate, and media service workflows• Automates invoicing and recurring payments (hosting, registered office, SEO, etc.)• Includes HR clock-in / clock-out and holiday management• Uses VPN + IP-restricted access• Migrates all websites and email onto one VPS• Scales from 20 → 50 users• Is architected for future multi-tenant SaaS use• Runs smoothly with no lag, freezing, or instability⸻VPS & InfrastructureWe will provide a VPS in the range of:4–8 vCPU / 16–32GB RAM / NVMe SSD (EU-based)You will configure and optimise:• Web server (Nginx or equivalent)• Dockerised services• PostgreSQL + Redis• Firewall & hardened security• Monitoring & alerting• Automated backups• VPN (WireGuard or OpenVPN)• IP whitelistingEverything must run in one clean, stable, well-partitioned environment.⸻Core CRM FeaturesLead & Sales Intake• Manual lead entry• WhatsApp Business Cloud API• TikTok Lead Gen webhooks• Email parsing• Auto-assignment by job type• Convert to case → auto-invoice⸻Job Catalogue & Admin PortalFull backend control via web admin (no developer required):• Add/edit/delete job types• Change pricing, VAT, government fees, and third-party costs• Define one-off vs recurring services• Edit client and billing details• Manage users and roles• Define checklists, stages, and SLAsChanges apply instantly across the system.⸻Case Management & Internal Tagging• Tag admin / sales / manager / director• Timeline of all actions• Multiple cases per client (across divisions)• Custom checklists per job• Full audit trail⸻Document Storage• Secure uploads (passports, bank statements, CRO docs, contracts, media assets)• Encryption at rest + in transit• Versioning• Structured folders by client and division• Daily Google Drive API backups⸻Billing & Recurring Payments• Auto-generate invoices• Stripe integration• One-off and recurring billing (hosting, registered office, SEO, subscriptions)• Sync to accounting (Xero / Zoho / QuickBooks)• Revenue reporting by service and division⸻Microsoft 365 Lists Migration• Full migration via Graph API• Attachments included• Temporary two-way sync during transition• Lists become read-only after cutover⸻HR Tools (Internal Use)• Staff clock-in / clock-out• IP logged per session• Late arrivals auto-flagged• Overtime / under-hours tracking• Holiday requests with manager approval• Payroll-exportable reports⸻Security: VPN & IP-Restricted Access• Static office IP whitelisted• VPN for authorised access• CRM accessible only via office IP or VPN• All unauthorised access blocked and logged• Session & IP visibility for Directors⸻Mobile-Friendly CRM (Including On-the-Spot Document Capture)• Fully responsive web application• Secure mobile access for staff• Ability to take photos of documents (e.g. passports, IDs, letters) directly from the phone camera• Documents automatically uploaded and linked to the correct client, case, and document type• Add notes and tags at time of upload• Offline upload queue with automatic sync when connection is restored• Works on iOS and Android (no native app required for v1)⸻Director & Accounts Dashboard (Core Requirement)The CRM must provide real-time financial visibility for Directors and the Accounts team.For each job, service, and recurring subscription, the system must clearly separate and display:• Abbey Blue service fees (net revenue)• VAT amounts• Government / third-party fees• One-off vs recurring incomeKey requirements:• Real-time dashboards• Views by division (Immigration, Formations, Media)• Profitability visibility by service type• Date-range filtering• Exportable reports for accounts⸻Billing & Internal Cost Capture (Supplementary Feature)• Ability to upload and store supplier invoices, receipts, and third-party costs• Documents can be tagged as government fees, advertising costs, supplier invoices, or general overheads• Option to link costs to specific cases, services, or internal expenses• Exportable lists for the Accounts teamThis supports internal record-keeping and audit and does not replace accounting software.⸻Scalability Requirements• Designed for 20 users initially• Must scale cleanly to 50 users• No performance degradation• Proper indexing, caching, and background jobs⸻Multi-Tenant Architecture (Future Phase)System must be architected to support:• Multiple professional services firms• Data isolation per tenant• Separate users, files, and dashboards• Super-admin control• Optional tenant billing (SaaS model)

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