Custom CRM Development for Franchise Management

required crm
HR- Admin : Login
● Leads Management (Franchise Enquiry Management)
● Leads Analytics
● User Management
● Franchise Management (Profile, Payment, Invoice, All Thing)
● Franchise Parcel Shipments Product Wise.
● Daily/Monthly/Yearly Payment Received
● Franchise Invoice
● Payment Reminder by Whatsapp & Email
● Ticket Resolving
● HR Expenses Management
● Ticket Creating & Assign Ticket to Team
● Cupons Management to Franchise
● Service Management for Franchise
● Franchise Bill Issue by email/Mobile sms/whatsapp
Franchise Sales Team (Management of Franchise Leads Enquiry)
● All Leads, Fresh Leads,Converted and More status
● Ticket Raise to HR Admin & Operation Team Only
● Franchise Kyc Document Update
● Leads Analysis
Operation Team : Login
● Franchise Management (Stage Management like training onboarding kyc of worker,
& Franchise agreement upload )
● Ticket Resolving of Franchise
● Ticket Creating & Assign to HR-Admin
● Email Management of Franchise
● Leads Management (Service Leads Management and assigning to franchise &
Assigning to telecaller for conversion, Leads Analysis)
● Views Reports & Data of Franchise’s Customer By All or Branch Wise
Telecaller of Operation Team : Login
● Leads Management (Service Leads Management and assigning to franchise)
Stage will be mentioned
Franchise Portal : Login
● Leads Management (Leads status)
● Ticket Raising to Operation Team
● Email Management to Operation Team Only
● Staff Management with their document
● Bill Generation
● Job Card creation
● Retail Customer Management
● Customer Data Should be Fetch by Mobile number & Vehicle Number
● Customer Feedback Views
● Report of Working Daily/Weekly/Monthly
● Service Reminder to customers