Omni-Channel Marketing CRM System

I’m ready to roll out an end-to-end omni-channel marketing and CRM platform that keeps every customer touchpoint in one place. The system must seamlessly unify the three outreach channels I rely on most—email, social media, and SMS—while giving me a full-featured CRM for day-to-day operations.

Here’s exactly what I need the finished build to handle:

• Channels to integrate
– Email
– Social Media
– SMS

• Core CRM modules
– Lead Management
– Customer Support
– Sales Pipeline

• Automations to configure
– Scheduled and drip email campaigns
– Timed or event-based social posts
– Smart follow-ups that trigger after customer actions or key dates

I’m open to the underlying stack—HubSpot, Salesforce, Zoho, custom Laravel + MySQL, or another comparable solution—so long as it supports robust API connections (Mailchimp, SendGrid, Twilio, Meta/Instagram, etc.) and allows future scaling.

Acceptance criteria
1. All three channels send, receive, and log communications inside the CRM.
2. Leads flow automatically from each channel into the pipeline with status tagging.
3. Pre-built automation sequences run without manual intervention and can be edited through a visual workflow editor.
4. Dashboard reports provide real-time insights on opens, clicks, replies, ticket volume, deal value, and conversion rates.
5. Clear documentation plus a hand-off call that lets my team manage campaigns and contacts on our own.

If you have direct experience stitching together multi-channel marketing flows and CRM logic, I’d love to see how you would approach this and the timeline you foresee. Show More