Event Management Android and IOS Application Lead Management and Finance Management System
Budget: ₹12,500 – ₹37,500 INR
Event Management Application
Lead Management and Finance Management System
iOS and Android Application – Developer Handover Document (Final – No Emojis)
Company: Tutons – Event Management Company
Prepared by: Nitin Salunke
Document Type: Functional Requirement Specification (FRS)
---
1. Objective
To design and develop a secure, role-based Lead Management and Finance Management mobile application (Android and iOS) that provides complete visibility, control, and accountability for sales performance and company accounting.
The system must ensure:
Strong Super Admin control
Transparent sales and finance tracking
Controlled data entry and verification flow
Restricted download and editing permissions
---
2. User Roles and Permissions
2.1 Super Admin (Master Control)
Super Admin will have all rights, including everything an Admin can do.
Permissions:
Create, edit, and delete:
Admins
Event Managers
Account Managers
Create leads and assign them to Event Managers
Reassign leads between Event Managers
View all data across all modules
View and download all reports (PDF / Excel)
Override finance approvals and corrections when required
Final authority on system data
---
2.2 Admin
Operational control with restricted authority.
Permissions:
Create Event Managers
Assign and manage leads
View all sales and finance reports
Monitor dashboards and performance metrics
Restrictions:
Cannot download reports
Cannot delete or modify verified financial data
---
2.3 Event Manager
Individual performance access only.
Permissions:
View only assigned leads
Update sales activity for assigned clients
Enter event-related expenses
View own sales and performance reports
Restrictions:
Cannot download any report
Cannot view data of other Event Managers
Cannot edit finance entries once verified
---
2.4 Account Manager
Finance entry and verification authority.
Permissions:
Enter finance data on behalf of an Event Manager if the Event Manager misses the entry
Finance entry must clearly indicate:
Entered by Account Manager
On behalf of which Event Manager
Verify, approve, or reject:
Client payments
Vendor bills
Event expenses
Restrictions:
Cannot edit or correct an Event Manager’s existing entry
Cannot make self-corrections without an audit trail
Cannot download reports
---
3. Lead Management System
3.1 Lead Creation Fields
Client Name
Mobile Number
Email ID
Event Type
Event Date(s)
Venue / City
Expected Budget Range
Lead Source
Assigned Event Manager
---
3.2 Sales Activity Tracking (Client-wise)
Presentation Given (Yes / No)
Client Meeting Done (Yes / No)
Number of Calls Made
Follow-up Count
Quotation Shared (Yes / No)
Quotation Amount
---
3.3 Lead Status Flow
New Lead
In Discussion
Quotation Shared
Follow-up Ongoing
Won (Confirmed Event)
Lost
If Lost, reason selection is mandatory:
Budget Issue
Competitor Selected
Date Issue
Client Not Interested
Other (Custom Text)
---
4. Sales and Performance Reports
4.1 Event Manager Business Report (Client-wise)
Event Manager Name
Client Name
Event Type
Lead Source
Quotation Amount
Status (Won / Lost)
Final Event Value
---
4.2 Total Sales Report
Date-wise sales
Event-wise sales
Event Manager-wise sales
Venue-wise sales
---
4.3 Total Outstanding Report
Client Name
Event Name
Total Event Amount
Amount Received
Balance Outstanding
---
5. Finance and Accounting Management
5.1 Bank-wise Account Management
Multiple bank accounts
Bank-wise debit and credit tracking
Opening balance and closing balance
---
5.2 Client Payment Entry
Client Name
Event ID
Invoice Amount
Amount Received
Bank Account Received In
Payment Mode
Entry Status: Pending / Verified
---
5.3 Vendor Billing and Payment
Vendor Name
Event Linked
Bill Amount
Payment Amount
Bank Paid From
Payment Status
---
5.4 Event Expense Management
Food Charges
Transport Charges
Labour Charges
Miscellaneous Expenses
All entries are subject to verification by the Account Manager.
---
6. Required Reports (As Per Attached PDF Format)
Accessible to Super Admin and Admin (Download allowed only for Super Admin):
1. Bank-wise Report
2. Event Manager Business Report (Client-wise)
3. Total Outstanding Report
4. Total Sales Report
5. Event Calendar – Confirmed Events Report
6. Vendor Billing Report
7. Vendor Payment Given Report
8. Client Master Data Report
---
7. Security and Audit Control
Role-based access control
Backend-level restriction on downloads
Audit logs for:
Finance entries
Verifications
Rejections
---
8. Technical Requirements
Android and iOS mobile application
Secure backend and database
Web-based admin panel for Super Admin
Daily automated database backup
---
End of Document
Lead Management and Finance Management System
iOS and Android Application – Developer Handover Document (Final – No Emojis)
Company: Tutons – Event Management Company
Prepared by: Nitin Salunke
Document Type: Functional Requirement Specification (FRS)
---
1. Objective
To design and develop a secure, role-based Lead Management and Finance Management mobile application (Android and iOS) that provides complete visibility, control, and accountability for sales performance and company accounting.
The system must ensure:
Strong Super Admin control
Transparent sales and finance tracking
Controlled data entry and verification flow
Restricted download and editing permissions
---
2. User Roles and Permissions
2.1 Super Admin (Master Control)
Super Admin will have all rights, including everything an Admin can do.
Permissions:
Create, edit, and delete:
Admins
Event Managers
Account Managers
Create leads and assign them to Event Managers
Reassign leads between Event Managers
View all data across all modules
View and download all reports (PDF / Excel)
Override finance approvals and corrections when required
Final authority on system data
---
2.2 Admin
Operational control with restricted authority.
Permissions:
Create Event Managers
Assign and manage leads
View all sales and finance reports
Monitor dashboards and performance metrics
Restrictions:
Cannot download reports
Cannot delete or modify verified financial data
---
2.3 Event Manager
Individual performance access only.
Permissions:
View only assigned leads
Update sales activity for assigned clients
Enter event-related expenses
View own sales and performance reports
Restrictions:
Cannot download any report
Cannot view data of other Event Managers
Cannot edit finance entries once verified
---
2.4 Account Manager
Finance entry and verification authority.
Permissions:
Enter finance data on behalf of an Event Manager if the Event Manager misses the entry
Finance entry must clearly indicate:
Entered by Account Manager
On behalf of which Event Manager
Verify, approve, or reject:
Client payments
Vendor bills
Event expenses
Restrictions:
Cannot edit or correct an Event Manager’s existing entry
Cannot make self-corrections without an audit trail
Cannot download reports
---
3. Lead Management System
3.1 Lead Creation Fields
Client Name
Mobile Number
Email ID
Event Type
Event Date(s)
Venue / City
Expected Budget Range
Lead Source
Assigned Event Manager
---
3.2 Sales Activity Tracking (Client-wise)
Presentation Given (Yes / No)
Client Meeting Done (Yes / No)
Number of Calls Made
Follow-up Count
Quotation Shared (Yes / No)
Quotation Amount
---
3.3 Lead Status Flow
New Lead
In Discussion
Quotation Shared
Follow-up Ongoing
Won (Confirmed Event)
Lost
If Lost, reason selection is mandatory:
Budget Issue
Competitor Selected
Date Issue
Client Not Interested
Other (Custom Text)
---
4. Sales and Performance Reports
4.1 Event Manager Business Report (Client-wise)
Event Manager Name
Client Name
Event Type
Lead Source
Quotation Amount
Status (Won / Lost)
Final Event Value
---
4.2 Total Sales Report
Date-wise sales
Event-wise sales
Event Manager-wise sales
Venue-wise sales
---
4.3 Total Outstanding Report
Client Name
Event Name
Total Event Amount
Amount Received
Balance Outstanding
---
5. Finance and Accounting Management
5.1 Bank-wise Account Management
Multiple bank accounts
Bank-wise debit and credit tracking
Opening balance and closing balance
---
5.2 Client Payment Entry
Client Name
Event ID
Invoice Amount
Amount Received
Bank Account Received In
Payment Mode
Entry Status: Pending / Verified
---
5.3 Vendor Billing and Payment
Vendor Name
Event Linked
Bill Amount
Payment Amount
Bank Paid From
Payment Status
---
5.4 Event Expense Management
Food Charges
Transport Charges
Labour Charges
Miscellaneous Expenses
All entries are subject to verification by the Account Manager.
---
6. Required Reports (As Per Attached PDF Format)
Accessible to Super Admin and Admin (Download allowed only for Super Admin):
1. Bank-wise Report
2. Event Manager Business Report (Client-wise)
3. Total Outstanding Report
4. Total Sales Report
5. Event Calendar – Confirmed Events Report
6. Vendor Billing Report
7. Vendor Payment Given Report
8. Client Master Data Report
---
7. Security and Audit Control
Role-based access control
Backend-level restriction on downloads
Audit logs for:
Finance entries
Verifications
Rejections
---
8. Technical Requirements
Android and iOS mobile application
Secure backend and database
Web-based admin panel for Super Admin
Daily automated database backup
---
End of Document