Simple Client-Focused CRM Build

1. Authentication Module
Features
* Login
* Forgot Password
* Reset Password

User Roles
* Super Admin

2. Customer Management
The CRM should maintain a complete profile of every customer.
Customer Details
* Customer Name
* Company Name
* Email Address
* Mobile Number
* WhatsApp Number
* Address
* City
* State
* Country
* Industry
* GST Number (Optional)
Service Details
Customers can subscribe to one or multiple services.
Examples:
* SEO
* Website Development
* Performance Marketing
* Social Media Marketing
* Branding
* Software Development
* Mobile App Development
Each service should display:
* Service Name
* Start Date
* End Date
* Current Status
* Assigned Team Member
Payment Details
Each service should maintain:
* Total Amount
* Paid Amount
* Remaining Amount
* Due Date
* Payment History
* Payment Status

3. Booking Management
The CRM should automatically capture bookings from multiple sources.
Booking Sources
* Facebook Lead Ads
* Website Book Now Form
* Contact Us Form
* Webinar Registration
* Manual Entry
Booking Information
* Lead Name
* Company Name
* Contact Number
* Email
* Source
* Interested Service
* Assigned Sales Executive
* Booking Date
* Current Status
* Notes

4. Sales Pipeline
The CRM should provide a Kanban-style pipeline to manage leads.
Pipeline Stages
* New Lead
* Contacted
* Meeting Scheduled
* Proposal Sent
* Negotiation
* Payment Pending
* Converted
* Project Started
* Project Completed
* Closed

Automation
Whenever a lead moves to another stage:
* Send WhatsApp Notification
* Send Email Notification
* Update CRM Activity Timeline
* Notify Assigned Team Member
After Conversion
Automatically:
* Generate Invoice
* Send Invoice via Email
* Send Invoice via WhatsApp
* Create Customer Profile
* Create Project
* Assign Team

5. Invoice Management
Features
* Auto Invoice Number
* GST Calculation
* Tax Configuration
* Discount Support
* Company Branding
* PDF Generation
* Download Invoice
* Email Invoice
* WhatsApp Invoice

Invoice Status
* Draft
* Sent
* Paid
* Partially Paid
* Overdue

6. Pricing Management
The pricing panel should be fully dynamic.
Features
* Add Pricing Plans
* Edit Pricing Plans
* Delete Pricing Plans
* Create Packages
* Add Add-ons
* Configure Taxes
* Configure Discounts
Example Packages

SEO
* Basic
* Standard
* Premium
Website Development
* Landing Page
* Business Website
* E-commerce Website
* Custom Portal

7. Services Management
The services panel should be fully dynamic.
Features
* Add Service
* Edit Service
* Delete Service
* Service Description
* Service Duration
* Pricing
* Features
* Category
* Display Order
Categories
* Digital Marketing
* SEO
* Google Ads
* Meta Ads
* Branding
* Website Development
* Software Development
* Mobile App Development
* Automation Services

8. WhatsApp Settings
Twilio Configuration
* Account SID
* Auth Token
* WhatsApp Number
* Verify Connection
Template Management
Manage templates for:
* Welcome Message
* Proposal
* Follow-up
* Payment Reminder
* Invoice
* Meeting Reminder
* Project Started
* Project Completed
* Review Request
Pipeline Mapping
Assign a WhatsApp template to each pipeline stage.
Timing Configuration
Configure automatic follow-up timings.
Examples:
* After 4 Hours
* After 12 Hours
* After 24 Hours
* After 48 Hours

9. WhatsApp Campaigns
Features
* Create Campaign
* Schedule Campaign
* Send Instantly
* Recurring Campaigns
* Template Selection
* Audience Filters
Customer Filters
* Service
* City
* Customer Type
* Pipeline Stage
* Lead Source
Automation
Example:
* First Follow-up after 4 Hours
* Second Follow-up after 12 Hours
* Third Follow-up after 24 Hours
* Fourth Follow-up after 48 Hours
Reports
* Delivered
* Read
* Failed
* Replied
* Click Rate

10. Webinar Management
Features
* Create Webinar
* Edit Webinar
* Delete Webinar
* Registration Form
* Meeting Link
* Banner Upload
* Speaker Information
* Reminder Notifications
* Attendance Tracking
* Recording Link

11. Live Chat Integration
Features
* Website Live Chat
* Visitor Tracking
* Chat Assignment
* Chat History
* Convert Visitor into Lead
* Customer Profile Creation

12. Homepage CMS
The homepage should be manageable without developer support.
Dynamic Sections
* Hero Banner
* Services
* Statistics
* Testimonials
* Clients
* FAQs
* Call-to-Action
* Footer
* Contact Information

13. Blog Management
Features
* Blog Categories
* Tags
* Featured Image
* Rich Text Editor
* Author
* Draft & Publish
* Schedule Publishing
SEO Fields
* Meta Title
* Meta Description
* URL Slug
* Keywords
* Schema Markup

14. Policy Management
Manage website policies dynamically.
Policies
* Privacy Policy
* Terms & Conditions
* Refund Policy
* Shipping Policy

15. Notification System
Email Notifications
* New Lead
* Meeting Reminder
* Proposal Sent
* Invoice Generated
* Payment Reminder
* Payment Received
* Project Started
* Project Completed
* Webinar Reminder
WhatsApp Notifications
* Welcome Message
* Follow-up
* Proposal
* Invoice
* Payment Reminder
* Project Updates
* Webinar Reminder
* Review Request

16. Reports & Dashboard
Dashboard Cards
* Total Leads
* Total Customers
* Active Projects
* Pending Projects
* Revenue
* Pending Payments
* Completed Projects
* Conversion Rate
* WhatsApp Delivery Rate
Reports
* Monthly Revenue
* Lead Source Analysis
* Pipeline Conversion
* Service-wise Sales
* Payment Report
* Campaign Performance
* Customer Growth
* Project Status Report

17. Recommended Technology Stack
Layer Technology
Frontend Next.js + React + Tailwind CSS
Backend Node.js (NestJS/Express.js)
Database PostgreSQL
Authentication JWT + Refresh Tokens
Storage AWS S3
Email SMTP
WhatsApp Twilio WhatsApp API
Payment Gateway Razorpay
PDF Generation PDFKit
Queue Management BullMQ + Redis
Hosting Hostinger