Comprehensive CRM, Sales & HRMS System
Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted3 hours ago
### 1. CRM & Lead Management
* Lead capture from Website, Google Ads, WhatsApp & Manual Entry
* Lead assignment to sales executives
* Lead status management
* Customer profile
* Customer history
* Follow-up reminders
* Notes & attachments
* Search & filters
### 2. Sales Management
* Click-to-call integration
* Automatic call recording (third-party API)
* Call logs & recordings
* Sales pipeline
* Quotation management
* Sales dashboard
* Customer communication history
### 3. OMS (Order Management System)
* Customer PO upload
* Order confirmation
* Vendor assignment
* Production status
* Dispatch tracking
* Delivery status
* Invoice status
* Payment tracking
### 4. Vendor Management
* Vendor database
* Vendor categories
* Vendor contact details
* Product-wise vendor mapping
* Vendor quotations
* Price comparison
* Vendor rating & performance
* Order history with each vendor
* Payment status to vendors
### 5. HRMS (Human Resource Management System)
* Employee management
* Attendance
* Leave management
* Roles & permissions
* Employee documents
* Daily task allocation
* Employee profile
### 6. Performance Dashboard
* Total Leads
* New Leads
* Today's Follow-ups
* Missed Follow-ups
* Calls Made
* Connected Calls
* Quotations Sent
* Orders Won
* Revenue Generated
* Pending Payments
* Salesperson-wise Performance
* Vendor Performance
* Conversion Rate
* Lead Source Performance
* Monthly & Weekly Reports
### 7. Admin Dashboard
* Overall business overview
* Sales dashboard
* Operations dashboard
* Vendor dashboard
* Employee dashboard
* Pending approvals
* Reports & Analytics
* Lead capture from Website, Google Ads, WhatsApp & Manual Entry
* Lead assignment to sales executives
* Lead status management
* Customer profile
* Customer history
* Follow-up reminders
* Notes & attachments
* Search & filters
### 2. Sales Management
* Click-to-call integration
* Automatic call recording (third-party API)
* Call logs & recordings
* Sales pipeline
* Quotation management
* Sales dashboard
* Customer communication history
### 3. OMS (Order Management System)
* Customer PO upload
* Order confirmation
* Vendor assignment
* Production status
* Dispatch tracking
* Delivery status
* Invoice status
* Payment tracking
### 4. Vendor Management
* Vendor database
* Vendor categories
* Vendor contact details
* Product-wise vendor mapping
* Vendor quotations
* Price comparison
* Vendor rating & performance
* Order history with each vendor
* Payment status to vendors
### 5. HRMS (Human Resource Management System)
* Employee management
* Attendance
* Leave management
* Roles & permissions
* Employee documents
* Daily task allocation
* Employee profile
### 6. Performance Dashboard
* Total Leads
* New Leads
* Today's Follow-ups
* Missed Follow-ups
* Calls Made
* Connected Calls
* Quotations Sent
* Orders Won
* Revenue Generated
* Pending Payments
* Salesperson-wise Performance
* Vendor Performance
* Conversion Rate
* Lead Source Performance
* Monthly & Weekly Reports
### 7. Admin Dashboard
* Overall business overview
* Sales dashboard
* Operations dashboard
* Vendor dashboard
* Employee dashboard
* Pending approvals
* Reports & Analytics
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