Design & Build Golden Homez Enterprise Management ERP

Job ID: 40581405

Budget: ₹12,500 – ₹37,500 INR

# ERP Development Requirement – Custom Business Management System for Golden Homez

## Project Overview

We are looking for an experienced ERP developer or software development team to build a *custom cloud-based ERP system** for our company, *Golden Homez*.

Golden Homez is an Interior Design, Turnkey Execution, and Residential Construction company. We want to digitize and automate our complete business operations through a centralized ERP that allows every department to work within one platform.

This is not a website, not a CRM, and not a dashboard-only project.

We require a complete ERP system, with role-based access, department-wise modules, workflows, approvals, notifications, reporting, and analytics.

The ERP should be scalable so additional modules can be added in the future.

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# Primary Objectives

* Eliminate manual work
* Centralize all company data
* Department-wise operations
* Real-time dashboards
* Automated workflows
* Approval system
* Better accountability
* Complete project tracking
* Mobile responsive
* Cloud-based access
* Secure role-based permissions

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# Company Departments

The ERP should have separate modules for each department.

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# 1. Administration Module

Responsibilities

* Company setup
* Employee management
* Department creation
* User roles
* Permissions
* Holidays
* Attendance rules
* Leave policies
* Office announcements
* Branch management

Features

* Role Management
* Permission Matrix
* Login Management
* Audit Logs
* Activity Tracking
* Notification Center

Dashboard

* Active Employees
* Today's Attendance
* Pending Approvals
* Company Notifications

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# 2. Sales & CRM Department

Complete Lead Management

Features

Lead Capture

Lead Assignment

Lead Qualification

Call Logs

Meeting Logs

Site Visits

Quotation Management

Proposal Management

Lead Follow-ups

Reminder System

Opportunity Tracking

Lost Lead Analysis

Sales Forecasting

Client Communication History

Requirements

* Auto Lead Number
* Duplicate Detection
* Lead Source Tracking
* Lead Ageing
* Conversion Funnel
* Follow-up Reminders
* WhatsApp Integration (optional)
* Email Integration

Pipeline

New Lead

Contacted

Meeting Scheduled

Site Visit

Design Discussion

Quotation Sent

Negotiation

Won

Lost

Dashboard

Daily Leads

Weekly Leads

Monthly Leads

Revenue Pipeline

Conversion Rate

Salesperson Performance

Lead Source Analysis

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# 3. Interior Design Department

Features

Project Allocation

Designer Assignment

Requirement Collection

Site Measurements

Mood Boards

Concept Design

2D Drawings

3D Designs

Revisions

Material Selection

Client Approvals

Drawing Version Control

Design Completion

Approval Workflow

Dashboard

Projects Assigned

Pending Designs

Pending Client Approvals

Revision Count

Design Completion %

Average Design Time

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# 4. Project Planning Department

Features

Project Scheduling

Work Breakdown Structure

Task Allocation

Execution Timeline

Dependency Management

Milestone Planning

Material Planning

Resource Planning

Daily Progress Planning

Dashboard

Projects Planned

Upcoming Milestones

Delayed Activities

Planning Efficiency

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# 5. Procurement Department

Features

Purchase Requisitions

Purchase Orders

Vendor Comparison

Quotation Comparison

Approval Workflow

Vendor Database

Material Ordering

Material Tracking

Delivery Tracking

Purchase History

Dashboard

Pending Purchases

Vendor Performance

Purchase Cost

Material Delays

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# 6. Inventory & Store Department

Features

Material Stock

Warehouse Management

Material Inward

Material Outward

Site Transfers

Low Stock Alerts

Barcode/QR Support (future)

Material Consumption

Stock Valuation

Dashboard

Current Stock

Low Stock Items

Material Consumption

Inventory Value

Dead Stock

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# 7. Site Execution Department

Features

Project Allocation

Daily Site Reports

Daily Progress

Supervisor Reports

Contractor Management

Labour Attendance

Material Consumption

Quality Checklists

Inspection Reports

Issue Tracking

Photo Uploads

Video Uploads

Site Diary

Dashboard

Today's Progress

Delayed Tasks

Labour Strength

Material Status

Quality Issues

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# 8. Quality Control Department

Features

Inspection Checklists

Quality Audits

Snag Lists

Issue Reporting

Rectification Tracking

Approval System

Final Inspection

Completion Certificate

Dashboard

Open Issues

Closed Issues

Inspection Status

Quality Score

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# 9. Client Relationship Department

Features

Client Portal

Client Login

Project Updates

Document Sharing

Approvals

Meeting Schedule

Complaint Management

Feedback Collection

Warranty Requests

Dashboard

Pending Approvals

Complaints

Client Satisfaction

Response Time

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# 10. Accounts & Finance Department

Features

Income

Expenses

Project Costing

Accounts Receivable

Accounts Payable

Vendor Payments

Client Payments

Invoices

GST Reports

Bank Reconciliation

Cash Flow

Profit & Loss

Balance Sheet

Budget vs Actual

Dashboard

Monthly Revenue

Monthly Expenses

Net Profit

Cash Flow

Outstanding Collections

Outstanding Payments

Project Profitability

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# 11. Human Resources (HR)

Features

Employee Records

Attendance

Leave Management

Payroll Integration

Performance Reviews

Training Records

Document Management

Recruitment Tracking

Dashboard

Attendance %

Leave Status

Performance Rating

Department Strength

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# 12. Marketing Department

Features

Campaign Management

Meta Ads

Google Ads

Website Leads

Instagram Leads

Referral Tracking

Marketing Budget

ROI Tracking

Dashboard

Cost Per Lead

Cost Per Meeting

Cost Per Sale

Campaign ROI

Lead Sources

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# 13. Vendor Management

Features

Vendor Registration

Vendor Documents

GST Details

Bank Details

Performance Rating

Purchase History

Pending Payments

Vendor Contracts

Dashboard

Vendor Performance

Outstanding Amount

Purchase Value

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# 14. Document Management System

Central repository for

Drawings

BOQs

Agreements

Invoices

Receipts

Purchase Orders

Completion Certificates

Warranty Certificates

Photos

Videos

Site Documents

Features

Version Control

Folder Structure

Search

Access Permissions

Download History

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# 15. Notifications & Workflow Engine

Automatic Notifications

Task Assignment

Approval Requests

Overdue Tasks

Payment Due

Material Delivery

Project Delays

Meeting Reminders

Escalation Rules

Email Notifications

Push Notifications

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# 16. Reporting & Analytics

Generate reports for

Sales

Projects

Finance

Inventory

Procurement

Employees

Marketing

Profitability

Vendors

Clients

Reports should support

Daily

Weekly

Monthly

Quarterly

Yearly

Custom Date Range

Export to PDF & Excel

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# CEO Dashboard (Management Dashboard)

One screen should provide complete business visibility.

KPIs

Revenue

Profit

Cash Flow

Accounts Receivable

Accounts Payable

Sales Pipeline

Active Leads

Conversion Rate

Marketing ROI

Active Projects

Delayed Projects

Project Profitability

Material Consumption

Pending Client Payments

Vendor Outstanding

Employee Productivity

Labour Strength

Site Progress

Department Performance

Business Health Score

Monthly Targets

Yearly Targets

Growth Trends

Alerts

Critical Issues

Pending Approvals

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# User Roles

Super Admin

Director

CEO

General Manager

Sales Manager

Sales Executive

Interior Designer

Project Planner

Project Manager

Site Supervisor

Procurement Manager

Store Manager

Quality Engineer

Accountant

HR Manager

Marketing Manager

Reception

Client (Limited Access)

Vendor (Limited Access)

Each role should have configurable permissions.

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# Technical Requirements

* Web-based cloud ERP
* Mobile responsive
* Secure login
* Role-based access control
* Audit logs
* Scalable architecture
* REST API support
* Automated backups
* Data encryption
* Fast performance
* Modular architecture
* Multi-user support
* Future mobile app compatibility
* Ability to integrate WhatsApp, Email, SMS, Payment Gateway, and third-party APIs

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# Preferred Technology Stack

The developer may recommend the best architecture. Modern frameworks such as React, Next.js, Vue.js, Angular, Laravel, Node.js, .NET, Django, PostgreSQL, MySQL, or similar enterprise technologies are acceptable. The system should be designed for long-term scalability and maintainability.

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# Deliverables

* Complete ERP System
* UI/UX Design
* Database Design
* Backend Development
* Frontend Development
* API Documentation
* User Manuals
* Source Code
* Deployment
* Admin Training
* Testing & Bug Fixes
* Post-launch Support

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# Proposal Requirements

Please include:

* Company/Freelancer profile
* Relevant ERP projects completed
* Portfolio or live demos
* Proposed technology stack
* Estimated timeline with milestones
* Fixed project cost
* Team structure
* Maintenance & support plan
* Recommendations to improve the ERP beyond the requirements above

This ERP will become the central operating system of our company. We are looking for a long-term technology partner who can build a secure, scalable, and enterprise-grade solution that can grow with our business.