Ready-Made Lead Management System
Budget: $250 – $750 USD
I need an already-built lead management system that you can demonstrate right away—something you have successfully deployed before. The platform will be used in a sales and marketing environment, so it must already handle day-to-day lead tracking, funnel oversight, and a clear sales-process workflow without extensive re-engineering.
Key workflow expectations
• Leads enter from web forms, imports, or API and are instantly visible for Admin, Salesperson, and Manager roles.
• Users can move prospects through multiple funnel stages, update statuses, add notes, and assign follow-ups.
• Dashboards or reports should give Managers real-time visibility of pipeline health and team performance.
I am not asking for new feature development in this phase. All I need now is:
1. A live demo or access to a sandbox so I can evaluate the current feature set.
2. Brief documentation outlining main modules, tech stack, and any third-party dependencies.
3. A quote or license terms for deploying the existing system on my own server (future tweaks will be a follow-on project).
If the product already supports common CRM integrations or basic email triggers, mention that—it’s a plus but not mandatory for this stage.
Please respond with a link or video demonstrating your system, the stack you built it on, and how soon we can schedule a walk-through.
Key workflow expectations
• Leads enter from web forms, imports, or API and are instantly visible for Admin, Salesperson, and Manager roles.
• Users can move prospects through multiple funnel stages, update statuses, add notes, and assign follow-ups.
• Dashboards or reports should give Managers real-time visibility of pipeline health and team performance.
I am not asking for new feature development in this phase. All I need now is:
1. A live demo or access to a sandbox so I can evaluate the current feature set.
2. Brief documentation outlining main modules, tech stack, and any third-party dependencies.
3. A quote or license terms for deploying the existing system on my own server (future tweaks will be a follow-on project).
If the product already supports common CRM integrations or basic email triggers, mention that—it’s a plus but not mandatory for this stage.
Please respond with a link or video demonstrating your system, the stack you built it on, and how soon we can schedule a walk-through.