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An one stop shop for scalable CRM System using Django and Microservices.

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Singularity-CRM

An One Stop shop for a Scalable, Unified and Customized CRM System built on top of Microservices.

  • Fully Customized Material Design UI
  • Option to deploy in any Cloud Service of choice
  • Ease of customizing every component without writing any code
  • Option to choose from numerous services
  • Inbuilt Analytics Dashboard
  • API for accessing data for Analysis
  • Integrated Hybrid-Mobile application for all platforms

Target Users :

  • Small and Medium scale Starups (B2B and B2C) having limited funding for investing in CRM.
  • Small and Medium established Businesses who want a Unified CRM System.
  • Any compnay having trouble in Scaling their existing CRM System.
  • Any company wanting to Rebuild existing CRM System from scratch with customized features.

Elements in CRM :

  • Prospect
  • Customer
  • Product Developer
  • Accountant
  • Sales Executive
  • Manager
  • Support Personel
  • Product

Features :

  • Profile : It will contain all the details of a CRM element.

(Prospect | Customer | Product | Sales Executive | Manager | Accountant | Product Developer)

  • Interactions : It will record interaction of company personels with the Prospects and Customer. Mainly,
    • Prospects interact with Sales Executive
    • Customer interact with Support Personel and sometimes Manager

(Prospect | Customer | Sales Executive | Manager | Support Personel)

  • Billing/Payment/Salary : It will record and manage all the transactions. Like
    • Billing for the Customers
    • Payment to the 3rd Party Services
    • Salary to all the employees

(Customer | Sales Executive | Manager | Product Developer | Support Personel | Accountant)

  • Feedbacks : It will be for recording all the feedbacks from different elements of the CRM. Like
    • Customer feedback on Product or Support
    • Manager feedback on Employees, Customer
    • Employee feedback on Manager etc.

(Prospect | Customer | Sales Executive | Manager | Product Developer | Support Personel | Accountant)

  • Communication : It will be for internal communication of the company. Mode will be IM.

(Sales Executive | Manager | Product Developer | Support Personel | Accountant)

  • Tracker : It will enable to track progress and activity. Like,

    • Track production stage of Product
    • Track product delivery to customer
    • Track payments from customer and payments to employees (Customer | Sales Executive | Manager | Product Developer | Accountant | Product)
  • TODO Schedular : It will enable to schedule meetings and other activities in calender format with reminders

(Sales Executive | Manager | Product Development | Accountant | Support Personel)

  • Analytics/Insights : It will provide with basic analytics (Need Clarity).

(Sales Executive | Manager | Acountant)

  • Group Formation : It will enable to categorize elemnts of a CRM into groups on some basis.

(Prospect | Customer | Sales Executive | Manager | Prooduct Developer)

  • Multi-role Provision : It will enable to assign multiple responsibilty to a single employee, especially applicable for startups.

(Manger | Employee | Sales Executive | Accountant | Product Developer)

Details :

  • Prospect :
    • Add | Modify | Delete | Details
    • Interactions with Sales Executive
    • Feedbacks
    • Sales Executive
    • Manager
  • Customer :
    • Add | Modify | Delete | Details
    • Interaction with Managers
    • Product Tracker
    • Billing
    • Feedbacks
    • Interaction with Services or Support
  • Product :
    • Add | Modify | Delete | Details
    • Delivery & Manufacturing Schedule
    • Analytics
  • Manager :
    • Add | Modify | Delete | Details
    • Interactions with Everyone
    • Salary
    • Payment
    • Feedbacks on Sales Executive | Product | Customer | Employees
    • Communications with Sales Executive | Employees
    • Schedule Meetings
    • TODO Planner
    • Analytics
    • Tracker on Progress
  • Sales Executive :
    • Add | Modify | Delete | Details
    • Interactions with Prospect
    • Salary
    • Feedbacks on Sales Customers
    • Communications with Managers
    • Schedule Meetings
    • TODO Planner
    • Analytics
    • Tracker on Progress
  • Accounts :
    • Add | Modify | Delete | Details
    • Salary
    • Billing
    • Communication with Managers

Technology Stack :

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