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$
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I will develop a custom CRM dashboard portal, landing page using node,js
Peter Machlish
Level 1
About this gig
Are you running a Lead Generation, Cold Calling, or MCA, or any agency? Are you still sending lead reports manually via Excel or WhatsApp?
Stop doing that! It's time to impress your clients with a Professional, Secure, and Automated Client Portal.
I will develop a custom, high-end web portal for your agency where your clients can log in securely to track their leads, appointments, and campaign progress in real-time.
Key Features of the Portal:
- Secure Authentication: Registration and Login system with Email OTP Verification (using EmailJS).
- Real-time Dashboard: Clients can see stats like Qualified Leads, Transfers, Appointments, and Total Calls.
- Google Sheets Integration: Sync your lead data directly from Google Sheets to the client dashboard.
- Lead Database: A dedicated tab for clients to view and search their leads.
- Dark/Light Mode: Premium UI/UX design with a professional dark-themed aesthetic.
- Fully Responsive: Works perfectly on Mobile, Tablet, and Desktop.
- Security Lock: Unauthorized users cannot access the dashboard without verification.
Why Choose My Service?
- Expert in Node.js, JavaScript, and Tailwind CSS.
- Specialized knowledge in MCA, Debt Relief, and Solar campaign track
Respect third-party rights
Please be aware that it is against Fiverr's policies for sellers to include themes, templates, or any other elements that infringe third-party rights or applicable laws in the delivered work. Read more about in our Guide to Responsible Digital Creation.
Get to know Peter Machlish
Peter Machlish
Telemarter
Level 1
- FromBangladesh
- Member sinceAug 2025
- Avg. response time1 hour
- Last delivery1 week
Languages
Bengali, English
Hi, I'm Peter! With over 3 years of experience in B2B Lead Generation and Telemarketing, I help businesses grow by finding high-quality leads.
But I don't just stop at finding leads—I provide complete solutions. I specialize in building Custom Client Portals and Dashboards with secure OTP verification. My systems allow you to track your leads, appointments, and campaign stats in real-time, synced directly from Google Sheets.
Whether you need MCA leads or a professional dashboard to manage your agency, I've got you covered. Let's automate your business and impress your clients together!
My Portfolio
FAQ
How does the OTP verification work?
I use EmailJS API to send a 6-digit One-Time Password (OTP) to the user's email during registration. This ensures that only verified users can access the dashboard, keeping your data secure.
Can I sync my own Google Sheets with the dashboard?
Yes, absolutely! I will connect your specific Google Sheet (where you manage your leads) to the dashboard using a Google Apps Script. Any update you make in the sheet will reflect on the client's dashboard in real-time.
Is there a monthly cost for this portal?
If we use the free tier of Render and EmailJS, there is no monthly hosting cost. However, for a 24/7 "Always Online" experience or higher email limits, I recommend their basic paid plans.
Can I manage multiple clients with different dashboards?
In the Standard/Premium package, I can set up a system where different clients see only their own data based on their login email. They won't be able to see each other's leads.
Do I need to provide my own domain?
Answer: Yes, you need to have a domain (like youragency.com). I will help you connect your domain to the hosting server (Render/Vercel), so your portal looks professional.
What if I want to add new stats or tabs later?
The code is clean and modular. You can easily add new stats like "Contract Sent" or "Closed Deals." If you need help later, I offer maintenance services as well.
