Advanced CRM & Sales Automation System

₹1500-12500 INR

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Đã đăng vào 21 ngày trước

₹1500-12500 INR

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*CRM & SALES AUTOMATION SYSTEM – PROJECT BRIEF* *OBJECTIVE* Build a structured CRM + automation system using Airtable, [login to view URL] & Glide to: • Improve response speed • Prevent lead leakage • Track sales performance • Automate follow-ups • Increase overall conversion rate *CORE TECHNOLOGY STACK* • Airtable – Database & Backend • [login to view URL] – Automation & Workflow Engine • Glide – Mobile-friendly Sales Dashboard *LEAD SOURCES* • WhatsApp API (Click-to-WhatsApp Ads) • Purchased Leads • Manual Entry *LEAD PIPELINE STAGES* New → Contacted → Quote Sent → Follow-up 1 → Follow-up 2 → Advance Received → Confirmed → Lost *TRACKING REQUIREMENTS* Each lead must include: • Lead creation timestamp • First contact time • Quote sent time • Follow-up due date • Status update history • Call notes logging *AUTOMATION RULES* • Alert if no contact within 10 minutes • Follow-up reminders • Admin notification if no update in 24 hours • Daily performance summary • Lead scoring (Hot / Warm / Cold) *DASHBOARD REQUIREMENTS* Sales Staff View • See only assigned leads • Update status • Add notes • Set follow-up dates • View personal performance Admin View • View all leads • Monitor response time • Compare salesperson performance • View leaderboard • Export reports *CONTROL & SECURITY* • Sales staff cannot delete leads • Admin has full visibility • Activity logs enabled • Incentives payable only if lead exists in CRM • System must prevent data manipulation

Software Architecture

Website Design

Database Management

Mã dự án: 40253324

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14 đề xuất

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Hoạt động 19 ngày trước

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@ziedb4

Hello, I reviewed the CRM & automation requirements carefully. This is not just a simple dashboard — it involves structured database design, workflow automation, lead scoring logic, time-based triggers, role-based permissions, and security controls. To build this properly (scalable, secure, and maintainable), it requires backend architecture planning, automation handling, and performance tracking logic — not only no-code setup. I can build this as a structured and reliable system with clean architecture and proper automation rules. Before proceeding, I would like to confirm: Expected number of daily leads? Do you already have WhatsApp API approved? Do you prefer no-code tools (Airtable/Make) or a custom backend solution? Based on the complexity, we can discuss a fair budget aligned with the full scope. Looking forward to your response.

₹5.000 INR trong 2 ngày

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@zacsin9

Hey — saw your post about building an advanced CRM and sales automation system with Airtable, Make, and Glide. The biggest risk with setups like this is leads slipping through gaps between tools, especially with WhatsApp, purchased leads, and manual entry all feeding in. Quick question: Do you already have your Airtable base structure defined, or are you open to redesigning it around your pipeline and tracking fields first? I’ve built similar Airtable + Make + Glide stacks with strict permissions, activity logs, and SLA-style alerts (10-min response, 24-hour no-update flags, leaderboards, etc.), so I’m familiar with the edge cases around lead leakage and data manipulation. If you can share your current Airtable base, any existing Make scenarios, or a quick workflow diagram, I can review and tell you exactly how I’d wire this up.

₹10.000 INR trong 7 ngày