Marketrix.app

byYours Yuva

Build a modern CRM web application for my digital marketing agency named "Marketrix". Objective: Create an easy-to-use CRM that manages leads, tracks sales, imports Excel files, and updates lead status automatically. Features: 1. Dashboard - Total Leads - New Leads - Contacted - Follow-up - Interested - Proposal Sent - Won Clients - Lost Clients - Today's Follow-ups - Monthly Conversion Rate - Revenue Tracker 2. Lead Management - Add, Edit, Delete Leads - Search and Filter Leads - Assign Leads to Team Members - Notes Section - Timeline of every interaction Lead Fields: - Name - Company - Mobile Number - Email - City - Business Type - Source (Instagram, Facebook, Website, Referral, Cold Calling) - Status - Priority - Next Follow-up Date - Last Contact Date - Estimated Deal Value - Remarks 3. Excel Import & Export - Upload .xlsx and .csv files - Automatically map columns - Prevent duplicate leads using phone number or email - Export filtered data to Excel 4. Calling System - Click-to-call from mobile or desktop - After each call, automatically show: • Call Duration • Call Outcome • Add Notes • Schedule Next Follow-up - Keep complete call history 5. Lead Pipeline Move leads by drag-and-drop: New Lead → Contacted → Follow-up → Interested → Proposal Sent → Negotiation → Won → Lost 6. Follow-up Reminder - Daily reminders - Overdue follow-ups - Calendar view - Email and WhatsApp reminder support 7. Reports - Number of calls made - Conversion percentage - Leads by source - Monthly sales graph - Employee performance - Revenue reports 8. User Roles - Admin - Sales Executive - Manager 9. Notifications - Follow-up reminders - Missed follow-ups - New lead assigned - Won deal celebration notification 10. Security - Secure Login - Role-based permissions - Automatic backup - Audit logs 11. UI Design - Premium black and white theme - Responsive for mobile, tablet, and desktop - Fast loading - Clean modern CRM interface - Kanban board for lead stages - Charts and analytics 12. Future Integrations - WhatsApp Business API - Google Sheets Sync - Gmail Integration - Google Calendar - Meta Lead Ads - Razorpay Payment Tracking Technology: - React + Next.js - Node.js + Express - PostgreSQL - Tailwind CSS - Authentication with JWT - REST API architecture The application should be production-ready, scalable, and optimized for performance. It should feel like a professional CRM similar to HubSpot or Zoho CRM but customized for a digital marketing agency.