Telecalling-Oriented Custom ERP Development

Project Overview: We are looking for an experienced developer or team to create an ERP system tailored for managing our telecalling operations. The system should facilitate efficient lead management, allow executives to access and update lead statuses, and automate communications with clients via WhatsApp. Key Features: Lead Data Management: Allow users to enter leads data into a centralized database. Implement lead quality assessment criteria for allocating leads to executives based on predefined rules. User Management: Create a user authentication system with separate credentials for each executive. Define user roles and permissions to control access to data and functionalities. Lead Progression Tracking: Enable executives to update lead statuses post-call. Define stages for leads: EL (Enquiry Lead) SL (Sale Lead) Include a mechanism to track application status across different stages in the sales funnel. Communication Integration: Integrate WhatsApp messaging functionality using Web WhatsApp API. Provide a button for executives to send a WhatsApp message to the client after updating lead status. Business Offer Formats: Create templates for business offers and other application formats. Ensure users can easily access and customize these formats as needed. Data Analytics & Reporting: Provide an analytics dashboard to summarize lead status and executive performance. Generate reports based on leads, conversion rates, and other key metrics. User Interface: Develop an intuitive and user-friendly interface for easy navigation. Ensure the system is responsive and accessible across devices (PCs, tablets, etc.). Technical Requirements: Platform: Web-based ERP system (considering cloud solutions). Database: Relational database management system (e.g., MySQL, PostgreSQL). Programming Languages: Preferably PHP, Python, or Node.js for backend; HTML/CSS/JavaScript for frontend. Frameworks: Open to suggestions (e.g., Laravel, Django, React). API Integration: WhatsApp Business API for messaging functionality. Deliverables: Fully functional ERP system as specified. Documentation for system usage and API integrations. Training for our team on how to use the system efficiently. Ongoing support and maintenance options (please specify terms). Budget: Indicate your budget range for the project. Timeline: Provide an estimated timeline for project's completion and milestones. Application Process: Interested freelancers should submit their proposals detailing their experience with similar projects, relevant skills, and examples of previous work. Conclusion: We are seeking a reliable partner to help us enhance our telecalling operations through this tailored ERP solution. Please feel free to reach out if you have any questions or need further clarification on any aspects of the project. Optional Considerations: Please include details about post-launch support and system scalability for future needs. The freelancer can choose the design approach for the user interface.