Web-Based Lead Management System Development
Budget: ₹37,500 – ₹75,000 INR
Lead Management Software – Functional Specification
---
1. Overview
A web-based lead management platform for tracking, analyzing, and forecasting sales inquiries. Users log in, view high-level KPIs, drill into lead details, visualize trends, upload new data, update existing leads, and administer system settings—all through a unified interface that responds instantly to a set of global filters.
---
2. Authentication & Access Control
Login: Username + password; passwords stored hashed.
Roles: Admin, Manager, Employee.
Role Behavior:
Admin: Full access, user/role management, historical data uploads, system configuration.
Manager: Can view/edit all leads, upload/update, access analytics.
Employee: Sees only assigned leads, can upload/update their own leads and view analytics.
---
3. Global Filter Sidebar
Persistent on every page. Hierarchically linked filters:
State → Dealer → Employee → City → KVA Range → Segment
Plus an independent Date-Range picker.
Every page’s data—KPIs, tables, charts, insights, forecasts—is constrained to the current filter selection.
---
4. Home Page
Top: Six KPI cards (clickable)
Total Leads
Open Leads
Closed Leads
Avg. Open Days
Avg. Close Days
Conversion %
Middle: Dynamic lead table of rows matching the selected KPI and filters. Columns include:
Dealer | Employee | Location | Open Days | Upload-question answers | Enquiry Stage | Planned Follow-up | Source | Segment
Interaction:
Click a KPI card → table refreshes to show leads in that category.
Double-click a row → pop-up shows full snapshot of that lead’s data (including any custom fields).
---
5. Charts Page
A responsive grid of six visualizations, all filter-aware:
1. Total Leads Over Time (line chart by month/week)
2. Lead Status Summary (bar chart: Open vs. Closed vs. Won)
3. Conversion % Trend (area chart)
4. Open vs. Closed by Segment (grouped bar)
5. Avg. Close Days by Dealer/Segment (horizontal bar)
6. Lead Distribution by Segment (pie/donut)
Users can toggle grouping intervals (e.g., weekly/monthly) and export charts to PNG or PDF.
---
6. Insights Page
A set of clustering-based and aggregated insights:
Behavioral Clusters: Groups of leads based on follow-up frequency, close time, source, segment.
Fastest-to-Close Segments: Ranked list/bar chart.
Conversion by Employee: Who converts the most.
Follow-Up Frequency vs. Conversion: Scatter/line chart.
High-Value Clusters: Lists of leads with high potential (KVA).
Drop-Reason Frequency: If tracked, shows common reasons for lost deals.
All insights reflect current filters and can be refreshed on demand.
---
7. Upload New Lead Page
Step 1: User uploads an Excel file (≤ 10 MB).
Step 2: System previews first rows and flags each record as:
New (no match on Enquiry No, then Name+Phone, then CorporateName+Phone)
Existing (matched)
Step 3 (New records only): A form sequence prompts the user to answer a configurable set of questions (defined by Admin). Types include text, dropdown, date, number, file.
Step 4: Summary shows “X New Leads to Add” and “Y Existing Leads to Update.” User confirms to proceed.
New → inserted
Existing → updated (if key secondary fields match)
---
8. Update Lead Page
Search/Filter among open leads by any field (fuzzy search supported).
Selecting a lead opens an edit form pre-populated with all fields.
Users can modify standard fields and add custom fields (name + value). Custom fields persist per lead and are visible/editable by all users.
“Save Changes” commits updates and records a change log entry (field name, old value, new value, user, timestamp).
---
9. Admin Panel
Tabbed interface visible to Admin role only:
1. User Management: List users & roles; add, deactivate, reset password, change roles.
2. Historical Data Upload: Bulk upload Excel for past leads (no prompts).
3. User Logs: Filterable table of user actions (Login, View, Upload, Update) with export to CSV.
4. Question Configuration: Define/edit/delete the “new-lead” questions (label, type, required).
All admin actions themselves are logged.
---
10. Forecast Page
Uses historical data (filtered) to predict future lead inflow and conversion:
Forecasted Leads Over Time (line with confidence bands)
Forecasted Conversion % (area)
Forecast by Dealer (bar)
Forecast by Location (bar or heatmap)
Forecast by KVA Range (stacked bar)
Models run in back end (e.g., time-series) and results are cached for performance. Exports available.
---
11. Data & Workflow Summary
1. User logs in → token/role set.
2. Global filters chosen → apply to all views.
3. Home gives quick KPI + list drill-down.
4. Charts & Insights provide visual analytics.
5. Upload to add/update leads.
6. Update for manual edits and custom fields.
7. Admin configures users, questions, and views logs.
8. Forecast projects future performance.
Each action is recorded in an audit log. The developer can choose frameworks and libraries—this spec focuses purely on functional flow and UX logic.
---
1. Overview
A web-based lead management platform for tracking, analyzing, and forecasting sales inquiries. Users log in, view high-level KPIs, drill into lead details, visualize trends, upload new data, update existing leads, and administer system settings—all through a unified interface that responds instantly to a set of global filters.
---
2. Authentication & Access Control
Login: Username + password; passwords stored hashed.
Roles: Admin, Manager, Employee.
Role Behavior:
Admin: Full access, user/role management, historical data uploads, system configuration.
Manager: Can view/edit all leads, upload/update, access analytics.
Employee: Sees only assigned leads, can upload/update their own leads and view analytics.
---
3. Global Filter Sidebar
Persistent on every page. Hierarchically linked filters:
State → Dealer → Employee → City → KVA Range → Segment
Plus an independent Date-Range picker.
Every page’s data—KPIs, tables, charts, insights, forecasts—is constrained to the current filter selection.
---
4. Home Page
Top: Six KPI cards (clickable)
Total Leads
Open Leads
Closed Leads
Avg. Open Days
Avg. Close Days
Conversion %
Middle: Dynamic lead table of rows matching the selected KPI and filters. Columns include:
Dealer | Employee | Location | Open Days | Upload-question answers | Enquiry Stage | Planned Follow-up | Source | Segment
Interaction:
Click a KPI card → table refreshes to show leads in that category.
Double-click a row → pop-up shows full snapshot of that lead’s data (including any custom fields).
---
5. Charts Page
A responsive grid of six visualizations, all filter-aware:
1. Total Leads Over Time (line chart by month/week)
2. Lead Status Summary (bar chart: Open vs. Closed vs. Won)
3. Conversion % Trend (area chart)
4. Open vs. Closed by Segment (grouped bar)
5. Avg. Close Days by Dealer/Segment (horizontal bar)
6. Lead Distribution by Segment (pie/donut)
Users can toggle grouping intervals (e.g., weekly/monthly) and export charts to PNG or PDF.
---
6. Insights Page
A set of clustering-based and aggregated insights:
Behavioral Clusters: Groups of leads based on follow-up frequency, close time, source, segment.
Fastest-to-Close Segments: Ranked list/bar chart.
Conversion by Employee: Who converts the most.
Follow-Up Frequency vs. Conversion: Scatter/line chart.
High-Value Clusters: Lists of leads with high potential (KVA).
Drop-Reason Frequency: If tracked, shows common reasons for lost deals.
All insights reflect current filters and can be refreshed on demand.
---
7. Upload New Lead Page
Step 1: User uploads an Excel file (≤ 10 MB).
Step 2: System previews first rows and flags each record as:
New (no match on Enquiry No, then Name+Phone, then CorporateName+Phone)
Existing (matched)
Step 3 (New records only): A form sequence prompts the user to answer a configurable set of questions (defined by Admin). Types include text, dropdown, date, number, file.
Step 4: Summary shows “X New Leads to Add” and “Y Existing Leads to Update.” User confirms to proceed.
New → inserted
Existing → updated (if key secondary fields match)
---
8. Update Lead Page
Search/Filter among open leads by any field (fuzzy search supported).
Selecting a lead opens an edit form pre-populated with all fields.
Users can modify standard fields and add custom fields (name + value). Custom fields persist per lead and are visible/editable by all users.
“Save Changes” commits updates and records a change log entry (field name, old value, new value, user, timestamp).
---
9. Admin Panel
Tabbed interface visible to Admin role only:
1. User Management: List users & roles; add, deactivate, reset password, change roles.
2. Historical Data Upload: Bulk upload Excel for past leads (no prompts).
3. User Logs: Filterable table of user actions (Login, View, Upload, Update) with export to CSV.
4. Question Configuration: Define/edit/delete the “new-lead” questions (label, type, required).
All admin actions themselves are logged.
---
10. Forecast Page
Uses historical data (filtered) to predict future lead inflow and conversion:
Forecasted Leads Over Time (line with confidence bands)
Forecasted Conversion % (area)
Forecast by Dealer (bar)
Forecast by Location (bar or heatmap)
Forecast by KVA Range (stacked bar)
Models run in back end (e.g., time-series) and results are cached for performance. Exports available.
---
11. Data & Workflow Summary
1. User logs in → token/role set.
2. Global filters chosen → apply to all views.
3. Home gives quick KPI + list drill-down.
4. Charts & Insights provide visual analytics.
5. Upload to add/update leads.
6. Update for manual edits and custom fields.
7. Admin configures users, questions, and views logs.
8. Forecast projects future performance.
Each action is recorded in an audit log. The developer can choose frameworks and libraries—this spec focuses purely on functional flow and UX logic.
Related categories:
Machine Learning (ML)
Software Development
App Design
App Developer
Progressive Web Apps