Custom CRM for Stock Brokering
Budget: ₹600 – ₹1,500 INR
Requirement: Custom CRM for Stock Market Telecalling / Brokerage Team
I am looking for a simple, cost-effective custom CRM for a stock market brokerage or telecalling team. The CRM does not need a fancy design; the focus should be on lead management, call tracking, follow-ups, reminders, and performance analysis.
Core Requirements
Lead & Contact Management
* Store and manage customer details.
* Track all interactions and conversation history.
* View previous discussions before calling a client again.
* Search and filter leads easily.
Call Management
* Record daily calling activity (100–200 calls per day).
* Track:
* Total calls dialed
* Connected calls
* Not answered calls
* Busy calls
* Call back requests
* Interested / Not Interested prospects
* Maintain call notes for every interaction.
Follow-up & Reminder System
* Schedule follow-up calls.
* Set date and time reminders.
* Automatic notifications for pending follow-ups.
* View all upcoming follow-ups in a dashboard.
Sales Pipeline
* Track lead stages such as:
* New Lead
* Contacted
* Interested
* Meeting Scheduled
* Follow-up Pending
* Converted Client
* Lost Lead
* Move leads between stages easily.
* Visual pipeline view for conversion tracking.
Meeting & Calendar Integration
* Schedule meetings from the CRM.
* Create calendar invites automatically.
* Reminder notifications before meetings.
Analytics & Reporting
* Daily, weekly, and monthly performance reports.
* Agent-wise calling statistics.
* Conversion ratio analysis.
* Follow-up completion tracking.
* Lead source performance analysis.
Call Analysis (Preferred Feature)
* Analyze call outcomes and categorize responses.
* Suggest next follow-up dates based on conversation status.
* Maintain complete call history timeline for each lead.
* Example: If a client asked to be contacted after 15 days, the system should automatically schedule and remind the user.
Historical Tracking
* Ability to check any lead’s previous interactions.
* Example: When a number is opened after 20 days, display:
* Last call date
* Previous conversation notes
* Follow-up history
* Meeting history
* Current pipeline stage
Budget
Looking for a simple and practical solution. Open to using existing CRM frameworks with customization rather than building everything from scratch.
Please share:
* Similar CRM projects completed
* Technology stack
* Timeline
* Cost estimate
I am looking for a simple, cost-effective custom CRM for a stock market brokerage or telecalling team. The CRM does not need a fancy design; the focus should be on lead management, call tracking, follow-ups, reminders, and performance analysis.
Core Requirements
Lead & Contact Management
* Store and manage customer details.
* Track all interactions and conversation history.
* View previous discussions before calling a client again.
* Search and filter leads easily.
Call Management
* Record daily calling activity (100–200 calls per day).
* Track:
* Total calls dialed
* Connected calls
* Not answered calls
* Busy calls
* Call back requests
* Interested / Not Interested prospects
* Maintain call notes for every interaction.
Follow-up & Reminder System
* Schedule follow-up calls.
* Set date and time reminders.
* Automatic notifications for pending follow-ups.
* View all upcoming follow-ups in a dashboard.
Sales Pipeline
* Track lead stages such as:
* New Lead
* Contacted
* Interested
* Meeting Scheduled
* Follow-up Pending
* Converted Client
* Lost Lead
* Move leads between stages easily.
* Visual pipeline view for conversion tracking.
Meeting & Calendar Integration
* Schedule meetings from the CRM.
* Create calendar invites automatically.
* Reminder notifications before meetings.
Analytics & Reporting
* Daily, weekly, and monthly performance reports.
* Agent-wise calling statistics.
* Conversion ratio analysis.
* Follow-up completion tracking.
* Lead source performance analysis.
Call Analysis (Preferred Feature)
* Analyze call outcomes and categorize responses.
* Suggest next follow-up dates based on conversation status.
* Maintain complete call history timeline for each lead.
* Example: If a client asked to be contacted after 15 days, the system should automatically schedule and remind the user.
Historical Tracking
* Ability to check any lead’s previous interactions.
* Example: When a number is opened after 20 days, display:
* Last call date
* Previous conversation notes
* Follow-up history
* Meeting history
* Current pipeline stage
Budget
Looking for a simple and practical solution. Open to using existing CRM frameworks with customization rather than building everything from scratch.
Please share:
* Similar CRM projects completed
* Technology stack
* Timeline
* Cost estimate