sonic-1

byZaid Shekhaji

1. Dashboard The home screen should show: Total Leads New Leads Today Follow-ups Today Overdue Follow-ups Qualified Leads Site Visits Scheduled Site Visits Completed Bookings This Month Revenue This Month Conversion Rate Top Salesperson Recent Activities Upcoming Tasks Sales Funnel Chart Lead Source Chart 2. User Management Roles: Admin Director Sales Manager Sales Executive Telecaller Marketing Accountant (view only) Customer Support Features: Role-based permissions Branch-wise access Activity logs 3. Lead Management Capture leads from: Website Facebook Instagram WhatsApp Google Ads Referral Walk-in Phone Call Property Portals Manual Entry Each lead should include: Name Mobile Number WhatsApp Number Email City Occupation Budget Interested Project Plot Size Purpose (Investment/Self-use) Preferred Location Lead Source Assigned Salesperson Priority Status Notes Attachments 4. Sales Pipeline Stages: New Lead Contacted Follow-up Interested Site Visit Scheduled Site Visit Completed Negotiation Booking Agreement Registration Completed Lost stages: Not Interested Budget Issue Competitor Duplicate Invalid Number No Response 5. Follow-up Management Call reminders Meeting reminders WhatsApp reminder SMS reminder Email reminder Daily follow-up list Missed follow-ups Overdue alerts Calendar view 6. Customer Profile Once a lead converts: Store: Personal details Family members KYC PAN Aadhaar Address Documents Purchased Plot Payment History Communication Timeline Agreements 7. Site Visit Management Track: Date Time Executive Vehicle Pickup Location Guests Feedback Photos GPS Check-in Visit Outcome 8. Booking Management Plot selection Booking amount Discount approval Payment plan Documents Agreement status Registration date 9. Communication Hub Log: Calls WhatsApp chats SMS Emails Meetings Notes Everything should appear in one timeline. 10. Task Management Tasks: Call customer Send brochure Arrange site visit Collect documents Payment reminder Registration reminder Features: Due date Priority Status Assigned user 11. Marketing Analytics Track: Lead source Cost per lead Conversion rate Campaign ROI Best-performing campaign 12. Reports Reports: Lead Report Conversion Report Executive Performance Site Visit Report Booking Report Lost Lead Report Follow-up Report Revenue Report Monthly Sales Report 13. Notifications New lead assigned Follow-up due Site visit reminder Booking confirmed Payment received Registration reminder 14. Search & Filters Search by: Name Phone Project Budget City Executive Source Status Date 15. Settings Company details Projects Lead sources Custom fields User roles Notification preferences Suggested Database Structure Users Roles Leads Customers Projects Plots Site Visits Follow-ups Tasks Bookings Payments Documents Activities Notes Notifications Campaigns Future Enhancements Once the CRM is stable, you can add: AI-powered lead scoring Automatic WhatsApp follow-ups Voice call transcription AI-generated follow-up suggestions Predictive sales forecasting Customer self-service portal build me a dashboard