Overview
A fully customized Customer Relationship Management (CRM) system to automate and streamline lead management, sales workflow, design coordination, quotation handling and financial processes.
There will be five types of dashboards:
The objective of this CRM is to:
This system will be role-based, scalable, and fully tailored to Exhibitions’ operational workflow.
The Admin will have full access to the system.
All other dashboards will have Role-Based Access Control (RBAC).
Admin Dashboard Requirements
Sales Person Dashboard Requirements
Leads will be displayed in the dashboard.
After calling the lead:
If the response is positive:
After calling the lead:
There should be a Follow-up section to ensure no follow-ups are missed:
When the client provides a briefing:
The Designer will upload the design file or screenshot (based on format):
The Salesperson will share the design with the client:
During the next follow-up:
In the Designer dashboard:
The Salesperson will share the modified design:
This process will repeat until the design is finalized:
The Quotation will be shared by the Accounts person:
If there is a budget issue:
Once the quotation is finalized:
The PI (Proforma Invoice) will be shared by the Sales person:
Once the PO (Purchase Order) is received:
When the client makes the advance payment:
The next follow-up will be for the remaining payments:
After receiving the final payment:
After the work is completed:
Reports:
Designer Dashboard Requirements
Leads/projects assigned for design will be displayed in the dashboard:
When a lead status becomes “Design Pending”:
The Designer will prepare the design based on the briefing:
After completing the design:
If the client requests modifications:
The Designer will:
After uploading:
This process will repeat until:
If the design is finalized:
If the client rejects the design and does not want to continue:
The Designer dashboard should also include:
Accounts Dashboard Requirements
Leads related to financial stages will be displayed in the Accounts dashboard.
When a lead status becomes “Quotation Pending”:
If the Salesperson marks the lead as “Budget Issue”:
The system will:
This process will repeat until:
Once the quotation is finalized:
The Accounts person will:
After the Salesperson shares the PI:
When the PO (Purchase Order) is received:
When advance payment is received:
For remaining payments:
After receiving final payment:
The Salesperson will then share the final invoice with the client.
After project completion:
Operations Dashboard Requirements
Operations dashboard will be basically used for recording purchases made by operations team.
Each purchase must be linked to:
Operations team should be able to:
Each purchase entry should include:
| Role | Key Permissions |
|---|---|
| Master Admin | Full system control |
| Admin | Operational management |
| Account | Payment & brokerage handling |
| Relationship Manager (RM) | Partner & lead management |
| Support Roles | Product-specific support |
| Partner | Lead generation & promotion |
Tech Stack
Front-End Technologies:
Back-End Technologies: