crm-lead-management
Meghna RajawatDevelop a secure, scalable, AI-powered CRM system with customer and lead management, sales pipelines, follow-up automation, AI-driven communication, workflow integrations, reporting, and user management - Implementing basic reporting and analytics. - Setting up a secure database and user management. - Ensuring the system is scalable and can be maintained independently.
Comments (0)
Sign in to leave a comment
Make the number, not the spreadsheet.
Open pipeline, stages and team coverage in one ruled read. Everything below is drawn from the CRM's own records — nothing estimated, nothing rounded up.
Pipeline summary
- 01New$0 · 0 deals
- 02Qualified$48,000 · 1 deal
- 03Proposal$26,500 · 1 deal
- 04Negotiation$91,200 · 1 deal
Latest in the loop.
Follow-up automation
Rules on the clock
2 enabled / 3 rules
New lead first touch
Enabled21 Feb 2026Qualified lead cadence
Enabled20 Feb 2026Customer check-in
Disabled06 Feb 2026
Rules fire on lead and customer events; every run is written back to the record.
Routing index
Every accepted CRM work area, grouped by the persona that owns it, so the Dashboard closes as a ruled index rather than a tile grid.
- CustomersDurable customer accounts with contact and account status held on one record.Open Customers
- LeadsInbound and outbound leads with source and working status ready to qualify.Open Leads
- PipelineDeals moving through the accepted stages from New to Negotiation.Open Pipeline
- Follow-up AutomationTimed follow-up rules that ensure no lead or customer is missed.Open Automation
- AI CommunicationAI-assisted outreach that keeps every conversation timely and on message.Open Communication
- ReportsBasic reporting on pipeline health, activity and team outcomes.Open Reports
- IntegrationsWorkflow connections owned by the administrator and surfaced in the CRM.Open Integrations
- UsersUser accounts, roles and access across the three CRM personas.Open Users
- DatabaseSecure database setup and record state kept independently maintainable.Open Database
CLOSETHE LOOP.
Who it is for
Built for the people who carry the number.
- 01
Sales Representative
Works leads and customers day to day, moving deals forward and keeping every conversation on time.
- Manage customer and lead records
- Move deals through pipeline stages
- Configure and operate follow-up automation
- Draft and send AI-driven communication
- 02
Sales Manager
Oversees the team's pipeline and performance, reading the numbers that show where the quarter stands.
- View basic reports on sales activity and pipeline
- Filter by period or owner
- Review metric deltas
- Keep follow-up and workflow automation working for the team
- 03
CRM Administrator
Owns secure database setup, user management and workflow integrations so the system stays secure, scalable and independently maintainable.
- Own secure database setup
- Manage users and access
- Own workflow integrations
- Keep the system scalable and independently maintainable
No comments yet. Be the first!