Advanced CRM & Sales Automation System

*CRM & SALES AUTOMATION SYSTEM – PROJECT BRIEF*

*OBJECTIVE* Build a structured CRM + automation system using Airtable, Make.com & Glide to:
• Improve response speed
• Prevent lead leakage
• Track sales performance
• Automate follow-ups
• Increase overall conversion rate

*CORE TECHNOLOGY STACK*
• Airtable – Database & Backend
• Make.com – Automation & Workflow Engine
• Glide – Mobile-friendly Sales Dashboard

*LEAD SOURCES*
• WhatsApp API (Click-to-WhatsApp Ads)
• Purchased Leads
• Manual Entry

*LEAD PIPELINE STAGES*
New → Contacted → Quote Sent → Follow-up 1 → Follow-up 2 →
Advance Received → Confirmed → Lost

*TRACKING REQUIREMENTS*
Each lead must include:
• Lead creation timestamp
• First contact time
• Quote sent time
• Follow-up due date
• Status update history
• Call notes logging

*AUTOMATION RULES*
• Alert if no contact within 10 minutes
• Follow-up reminders
• Admin notification if no update in 24 hours
• Daily performance summary
• Lead scoring (Hot / Warm / Cold)

*DASHBOARD REQUIREMENTS*
Sales Staff View
• See only assigned leads
• Update status
• Add notes
• Set follow-up dates
• View personal performance
Admin View
• View all leads
• Monitor response time
• Compare salesperson performance
• View leaderboard
• Export reports

*CONTROL & SECURITY*
• Sales staff cannot delete leads
• Admin has full visibility
• Activity logs enabled
• Incentives payable only if lead exists in CRM
• System must prevent data manipulation