AI-Driven Procurement CRM Development
Budget: ₹37,500 – ₹75,000 INR
AI-Powered Procurement CRM
Project Understanding
the objective is to build a custom AI-powered Procurement CRM that centralizes customer enquiries, supplier communication, quotation management, purchase order processing, dispatch, billing, payment follow-ups, and reporting into a single platform.
Objectives
• Operate across multiple business email accounts (e.g., 10 users on 10 different mailboxes), receiving prices and sending quotations from different email identities.
• Import historical emails and use AI to build purchase intelligence – which brands each supplier deals in, the rates at which items were previously bought, and dates of purchase.
• Automatically convert enquiry emails into structured RFQ tickets – only when configured keywords are detected – and assign them to team members.
• Onboard suppliers through a shareable self-registration link capturing profiles and unlimited brand listings.
• Discover new suppliers using AI-assisted search, including Google search.
• Compare supplier quotations and generate professional customer quotations and purchase orders.
• Auto-read customer PO PDFs, match line items against quotations, and alert on items pending PO placement.
• Track orders against committed delivery periods with scheduled follow-up reminders until delivery.
• Send dispatch details and tracking slips directly to the email from which the PO was received.
• Manage inventory, billing, and automated payment follow-ups by email and WhatsApp per customer payment terms.
• Communicate over WhatsApp – ticket-based enquiry handling, broadcast PDF price lists, and one-click forwarding of WhatsApp prices to email.
• Run bulk email and email marketing campaigns (e.g., company profile PDF to 1,000+ contacts) from Excel lists.
• Distribute and log incoming/outgoing calls with duration tracking through cloud telephony.
• Track daily user productivity with automatic end-of-day reports to admin and users.
• Administer multiple firms with separate admins and department-wise module access control.
Publish marketing content through social media integration
Project Understanding
the objective is to build a custom AI-powered Procurement CRM that centralizes customer enquiries, supplier communication, quotation management, purchase order processing, dispatch, billing, payment follow-ups, and reporting into a single platform.
Objectives
• Operate across multiple business email accounts (e.g., 10 users on 10 different mailboxes), receiving prices and sending quotations from different email identities.
• Import historical emails and use AI to build purchase intelligence – which brands each supplier deals in, the rates at which items were previously bought, and dates of purchase.
• Automatically convert enquiry emails into structured RFQ tickets – only when configured keywords are detected – and assign them to team members.
• Onboard suppliers through a shareable self-registration link capturing profiles and unlimited brand listings.
• Discover new suppliers using AI-assisted search, including Google search.
• Compare supplier quotations and generate professional customer quotations and purchase orders.
• Auto-read customer PO PDFs, match line items against quotations, and alert on items pending PO placement.
• Track orders against committed delivery periods with scheduled follow-up reminders until delivery.
• Send dispatch details and tracking slips directly to the email from which the PO was received.
• Manage inventory, billing, and automated payment follow-ups by email and WhatsApp per customer payment terms.
• Communicate over WhatsApp – ticket-based enquiry handling, broadcast PDF price lists, and one-click forwarding of WhatsApp prices to email.
• Run bulk email and email marketing campaigns (e.g., company profile PDF to 1,000+ contacts) from Excel lists.
• Distribute and log incoming/outgoing calls with duration tracking through cloud telephony.
• Track daily user productivity with automatic end-of-day reports to admin and users.
• Administer multiple firms with separate admins and department-wise module access control.
Publish marketing content through social media integration
Related categories:
PHP
Website Design
Software Architecture
CRM
API
AI Chatbot
AI Model Development
AI Development