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A customer relationship management system for small teams to capture leads, track deals through a sales pipeline, schedule follow-ups, and view sales reports.
Problem Statement
Small businesses lose leads because follow-ups live in notebooks, spreadsheets, and chat messages.
Objectives
Capture and assign leads from multiple sources
Build a drag-and-drop sales pipeline
Schedule follow-up tasks and reminders
Report on conversions and team performance
Modules
Lead Management
Lead capture forms, import, and assignment rules.
Deal Pipeline
Kanban board with stages, values, and expected close dates.
Activities
Calls, meetings, notes, and reminder emails.
Reports
Conversion funnel, revenue forecast, and team leaderboard.
Expected Output
A web CRM where a sales team sees every lead, moves deals across stages, and never misses a follow-up.
Future Scope
WhatsApp and email integration, quotation and invoicing, and lead scoring.