Custom Web CRM with Lead Management

Project Description – CRM Lead Management Module The CRM Lead Management Module is a role-based multi-user system designed to manage lead generation, lead assignment, sales tracking, attendance, and customer management efficiently. The system will contain 4 roles: Super Admin, Admin, Manager, and User. Super Admin will have complete control over the system and can create Admin accounts. Admin can create Managers and Users branch-wise, while Manager can create and manage only their team users. Admin and Manager can upload leads/mobile numbers through Excel and assign them product-wise and user-wise. Users will call assigned leads and update lead status under three categories: Interested, Not Interested, and Other Prospects. Status options will be controlled through Admin Master Settings. If a lead is successfully closed, it will be counted as the User’s sale and automatically converted into a Party/Customer record. The module will include lead fields such as Name, Mobile Number, Email ID, Source, Pin Code, and Contact Person. Users can also create self-generated leads. Not Interested leads will not be visible to Users, but Managers and Admins can view and reassign those leads to another user or product. The system will also include Party Management with Excel upload support, separate dashboards for Super Admin, Admin, Manager, and User, and profile management features. Users and Managers can update profiles, upload photos and documents with role-based document control permissions. Additionally, the module will include Punch In/Punch Out attendance tracking, monthly attendance reports, and an auto-generated Daily Worksheet system where user calling activities, product details, and lead statuses will be recorded and approved by Managers. Login panels will display the Branch Name on the left side and User Name with Profile Photo on the right side for better user experience and branch identification.

Project ID: 40422202