FollowUps App

complete functional requirement for our proposed DSA-focused CRM Mobile Application with Admin Panel. Please note that the Investment module is NOT required and should be completely excluded from the scope.
Below is the final and locked scope of work for the application.

1. Application Overview
The application is a DSA (Direct Selling Agent) CRM and Telecalling Management System, designed to manage:
Loan & Insurance leads
Telecaller calling workflow
Team performance & attendance
Follow-ups, remarks, and lead conversion
AI-assisted chat and call insights
The system consists of:
Mobile Application (for Individual users, Agency Admin, Supervisor, Telecaller)
Web-based Admin Panel (for Super Admin & Master Admin)

2. Mobile Application – User Roles & Functions
A. Agency Admin Login (DSA Owner – Mobile App)
The Agency Admin (DSA Owner) will manage the entire agency from the mobile app itself, including teams of 100+ telecallers.
Core Functions:
Agency Dashboard (calls, leads, follow-ups, performance snapshot)
Team activity monitoring (live status: online / on-call / offline)
Supervisor & Telecaller management
Lead assignment and re-assignment
Agency-wide call history (read-only call monitoring)
Performance dashboard (Silver / Gold / Diamond ranking)
Attendance monitoring (location-based)
Earnings & payout view (agency-level only)
AI Assistant (performance explanation, summaries, insights)

B. Supervisor Login (Mobile App)
Supervisor will manage and monitor only their assigned team.
Functions:
Team dashboard (calls, follow-ups, attendance)
View and manage assigned leads
Re-assign leads within team
Monitor agent performance
Missed follow-up alerts
Remarks visibility (read-only override if required)

C. Telecaller / Agent Login (Mobile App)
Telecaller is the execution role.
Functions:
Auto-assigned lead call queue (one-by-one calling)
In-app dialer (SIM-based / future SIP-ready)
Call, Message, WhatsApp redirect
Mandatory call remarks after each call
Follow-up scheduling
Lead status update:
Interested
Follow-up
Login Done
Approved
Disbursed
Rejected
Not Interested
View personal call history & follow-ups
Attendance marking (location-based check-in / check-out)
Note: Telecallers and Supervisors do NOT have payout or wallet functionality. Salary/incentives are managed offline by the agency.

D. Individual User Login (Mobile App)

Individual users can submit Loan & Insurance inquiries and earn referral commission.
Functions:
Loan inquiry forms:
Instant Personal Loan
Personal Loan
Credit Card
UPI Credit Card
Business Loan
Used Car Loan
Debt Consolidation
Insurance inquiry forms:
Health Insurance
Life Insurance
Motor Insurance
Credit features:
Credit Score
Credit Health
Tools:
Loan EMI Calculator

Lead status tracking
Earnings & wallet (individual-level)
Withdrawal request

3. AI Chat & Call Assist (Backend via GPT API)
An AI Assistant will be integrated via backend (GPT API):
Human-like chat (Hinglish support)
Context-aware responses using:
Lead data
Call remarks
Performance stats
Use cases:
What to say in next call
Customer mood & intent summary
Daily performance explanation
Supervisor/Agency performance insights
The AI acts as a support assistant, not a decision-maker.

4. Attendance System (Mobile App)
Link-based attendance
Mandatory location capture (GPS)
Check-in / Check-out
Attendance dashboard for Agency Admin & Supervisor
Late / absent rules configuration
Anti-fake attendance measures

5. Admin Web Panel (Desktop Only)

A. Super Admin (Platform Owner)
Functions:
Platform dashboard & analytics
User & role management
Agency creation / suspension
Subscription & plan management
Commission rule engine
Payout approval (individual & agency)
Global call logs (read-only)
Template approval (WhatsApp / SMS)
System settings, API keys, audit logs
Fraud & compliance monitoring

B. Master Admin (Internal Operations)
Functions (Limited Access):
User support & ticket handling
Lead monitoring (read-only)
Payment verification support
Template drafting (approval by Super Admin)
Report generation (limited)
Issue escalation to Super Admin

6. Important Scope Clarifications
Investment module is completely removed
Agency Admin works primarily via mobile app
Admin Panel is web-only (Super & Master Admin)
Role-based access control is mandatory
All call and lead actions must be logged
System must be scalable for large agencies (100+ agents)

Please review the above scope and confirm:
Feasibility
Estimated timeline
Technology stack
Cost breakdown (MVP & full version)