Yours YuvaBuild 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.
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Manage team roles and permissions
| Name ↑ | Role | Status | Last Login | Actions | |
|---|---|---|---|---|---|
| Ananya Patel | ananya@marketrix.app | Sales Executive | ● Active | 2025-04-10 17:30 | |
| Deepa Nair | deepa@marketrix.app | Manager | ● Active | 2025-04-11 08:45 | |
| Priya Sharma | priya@marketrix.app | Admin | ● Active | 2025-04-11 14:22 | |
| Rahul Mehta | rahul@marketrix.app | Manager | ● Active | 2025-04-11 10:15 | |
| Vikram Singh | vikram@marketrix.app | Sales Executive | ○ Inactive | 2025-04-01 09:05 |
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TechStart Solutions
Requested a demo for a team of 12, keen on the enterprise plan.
GreenLeaf Marketing
Came in via Meta Lead Ads, awaiting first call.
FinServe Corp
Referral from Deepa Krishnan, high intent buyer.
EduLearn Online
First call done, evaluating against two competitors.
HealthPlus Clinics
Budget approval pending from clinic head office.
FashionHub India
Scheduled a follow-up call for pricing clarification.
TravelVista
Proposal sent, awaiting sign-off from finance team.
FoodieBay
Closed! Onboarding kicked off with the success team.
A complete CRM toolkit designed for digital marketing agencies. From lead capture to deal closure, we have got you covered.
Add, edit, search, and filter leads with custom fields, tags, and team assignments. Never lose track of a potential client.
Visual Kanban board to drag and drop leads through sales stages. Track every lead from first contact to closed deal.
Bulk import leads from Excel with automatic column mapping and duplicate detection. Export data anytime for offline analysis.
Make calls directly from the CRM on mobile or desktop. Automatic call logging with duration, notes, and follow-up scheduling.
Track conversion rates, revenue, team performance, and lead sources. Generate detailed reports for data-driven decisions.
Automated follow-up reminders with calendar integration. Get notified for missed follow-ups, new assignments, and won deals.
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