CRM
April 2, 2024
Project Overview
We developed a comprehensive CRM solution to help businesses digitize and automate their complete workflow, from lead management to billing, delivery, service, and employee tracking.
The system is built to support:
- Multi-department operations
- Real-time decision making
- Scalable business growth
Business Challenges
Before implementing this CRM, businesses faced:
- Disconnected systems for sales, billing, and service
- Missed follow-ups and poor lead tracking
- Manual inventory and billing processes
- Lack of employee visibility and accountability
- No centralized data system
Our Solution
We created an end-to-end CRM ecosystem that integrates all business operations:
- Centralized dashboard for complete control
- Web + Mobile accessibility
- Real-time communication & tracking
- Fully customizable modules
Core Modules & Features
Sales Enquiries & Lead Management
Enquiry List
Displays all leads with salesperson, stage, model name, tractor price and trade-in details in a filterable table
Smart lead life management
- Categorize enquiries: New, Hot, Warm, Cold
- Capture complete customer and location details
- Record enquiry source, payment method, and additional details
- Maintain structured enquiry dashboard
Follow-ups & communication
- Schedule next follow-up dates
- Add detailed notes or voice inputs (multi-language)
- Call customers directly from system
- Send WhatsApp messages (offers, reminders, custom)
Billing & Financial Management
- Generate detailed invoices with key transaction data
- Track billing records in structured format
- Manage payment status and financial records
- Maintain centralized billing system
Inventory & Stock Management
- Manage stock with detailed product tracking
- Maintain pricing, payment, and inventory data
- Track availability across locations
- Access complete stock records in one place
Delivery Records List
- Track dispatch and delivery lifecycle
- Maintain centralized delivery records
- Generate delivery documents (PDF)
- Access customer and delivery details instantly
Service & Maintenance Management
- Track service schedules based on time/usage
- Automated service reminders
- Maintain complete service history
- Manage customer service follow-ups
Employee Task Management
- Assign tasks with detailed configurations
- Track progress, outcomes, and performance
- Centralized reporting system
- Mobile-based task updates
Task management in mobile app
- Shows task details:- Assigned To, Task Type, Time Period, Category, Duration and START TASK button with progress bar.
- Locked Enquiry,forces agents to call each assigned enquiry, log discussion outcome and skip with reason,ensuring zero missed contacts.
Task reports, full outcome audit trail
- Managers review every task attempt with employee name, outcome status, timestamp and notes.
- Shows employee name, category, customer name, phone, village, task name, outcome status, attempt date and notes, filterable by employee, category and date range.
Performance Targets Mobile Tracking
- Category targets and activity targets interface, users can add targets per month and view for self or team members.
- Shows Target, Done and Left counts with W1–W5 weekly splits and a percentage progress bar at the bottom.
Field Staff Live Location Tracking
- Real-time employee location tracking
- Monitor last activity and coordinates
- Improve field productivity and accountability
Employee Management
- Add and manage employee profiles
- Store personal, bank, and job details
- Assign branch and access levels
Roles & Permissions
- Predefined roles Admin, Manager, Employee, Cluster Head and Service, each with scoped access
descriptions.
- Role Permission Matrix
- Checkbox-based feature assignment per role, covers Profile, Sales, Services, Tasks, Reports, Enquiry, Leads, Deal Stages and more.
Area Assignment & Territory Management
- Assign regions to employees
- Smart area-wise lead distribution
- Structured area management system
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