UI/UX and Function Based CRM Portal Enhancement
Budget: $250 – $750 USD
Enhance current portal to build a CRM based on the UI and UX from the https://demo.tribedigital.ai/leads-details.html, the header need to be follow as below
Please quote exact total number of hour and price to do this, you need to build this and push to our Github and we will push it to our portal
Scope of CRM Enhancements
Front View : Name, Phone, Property Rent Price, Sales Price, Tenancy Status, Expiry, Assigned To.
Clicking a lead will open a detailed view including:
Mandatory
Name :
Telephone :
Email :
Leads Assign To :
Non Mandatory
Property Name : Text
Property type : Drop Down : Landed, Condo, Service Apartments, Semi D, Bangalow, Shoplot, Factory, Land, Warehouse, Buildings
Property Size : Numeric sf
Property Title : Freehold / Leasehold
Address : Text
Unit Number : Text
Owner Name : Text
Owner Contact : Numeric
Owner Nationality : Dropdown World Country
Buyer Nationality : Dropdown World Country
Tenant Name : Text
Tenant Contact : Numeric
Tenancy Status : Drop Down : Tenanted. Vacant
Tenant Expiry : Text
Property Furnishing : Dropdown : Furnished, Non-Furnished, Semi Furnished
Number of Car Park : Text
Maintenance Fee : Text
Occupancy Status : Dropdown : Vacant, Tenanted, Own use
Property Price : Numeric
Property Rent : Numeric
Reminder on tenancy agreement expiry date : Date
Lead Source : Facebook, Instagram, Google, Redbook, TikTok, LinkedIn, Referral, Property Portal, Repeat Buyer
Batch Upload :
Leads Pipelines Status
Seller / Landlord Call Status
Sales
i. For short term rent
ii. For long term rent
iii. For sell
In Progress
i. Busy
ii. Call Back
iii. Consideration - Hi
iv. Consideration - Lo
v. No Answer
vi. Voicemail
Ineffective
i. Abandoned After 5 Attempts
ii. Voicemail / Invalid
iii. Wrong Number
Rejection
i. Unit Sold
ii. Own Stay
iii. Tenanted
Buyer Call Status :
Sales
i. To Purchase
ii. To Rent
§ In Progress
i. Busy
ii. Call Back
iii. Consideration - Hi
iv. Consideration - Lo
v. No Answer
vi. Voicemail
§ Ineffective
i. Abandoned After 5 Attempts
ii. Voicemail / Invalid
iii. Wrong Number
§ Rejection
i. Already purchase
ii. Loan reject
iii. Family reject
iv. Price not right
v. Location not right
vi. Layout / View not right
vii. Package not right
viii. Limited car park
ix. No public transport
x. Developer issue
Lead Pipelines Status : Auto tagging based on Leads Status
Not Contacted – New, Not touch
Contacted – In Progress
Closed – Sales, move to deal
Lost – Ineffective, Rejection
Add New Contact - Name, Email, Mobile Number, Relationship Type
File & Email Removed
Leads View
Name :
Telephone :
Property Rent Price :
Property Sales Price :
Tenancy Status :
Tenancy Expiry :
Assign To :
Include call notes, attachments, and follow-up features in UI already available
UI/UX must mirror the DS demo version exactly including color coding and layout.
3. Import Functionality
Ensure import supports both mandatory and non-mandatory fields from Excel.
Mandatory fields include: Name, Telephone, Email, Assigned To.
Optional data such as Property Info can be included if available.
4. Dashboard Requirements
Dashboard to reflect total leads, new leads, total customers, etc., same as DS demo version.
Please quote exact total number of hour and price to do this, you need to build this and push to our Github and we will push it to our portal
Scope of CRM Enhancements
Front View : Name, Phone, Property Rent Price, Sales Price, Tenancy Status, Expiry, Assigned To.
Clicking a lead will open a detailed view including:
Mandatory
Name :
Telephone :
Email :
Leads Assign To :
Non Mandatory
Property Name : Text
Property type : Drop Down : Landed, Condo, Service Apartments, Semi D, Bangalow, Shoplot, Factory, Land, Warehouse, Buildings
Property Size : Numeric sf
Property Title : Freehold / Leasehold
Address : Text
Unit Number : Text
Owner Name : Text
Owner Contact : Numeric
Owner Nationality : Dropdown World Country
Buyer Nationality : Dropdown World Country
Tenant Name : Text
Tenant Contact : Numeric
Tenancy Status : Drop Down : Tenanted. Vacant
Tenant Expiry : Text
Property Furnishing : Dropdown : Furnished, Non-Furnished, Semi Furnished
Number of Car Park : Text
Maintenance Fee : Text
Occupancy Status : Dropdown : Vacant, Tenanted, Own use
Property Price : Numeric
Property Rent : Numeric
Reminder on tenancy agreement expiry date : Date
Lead Source : Facebook, Instagram, Google, Redbook, TikTok, LinkedIn, Referral, Property Portal, Repeat Buyer
Batch Upload :
Leads Pipelines Status
Seller / Landlord Call Status
Sales
i. For short term rent
ii. For long term rent
iii. For sell
In Progress
i. Busy
ii. Call Back
iii. Consideration - Hi
iv. Consideration - Lo
v. No Answer
vi. Voicemail
Ineffective
i. Abandoned After 5 Attempts
ii. Voicemail / Invalid
iii. Wrong Number
Rejection
i. Unit Sold
ii. Own Stay
iii. Tenanted
Buyer Call Status :
Sales
i. To Purchase
ii. To Rent
§ In Progress
i. Busy
ii. Call Back
iii. Consideration - Hi
iv. Consideration - Lo
v. No Answer
vi. Voicemail
§ Ineffective
i. Abandoned After 5 Attempts
ii. Voicemail / Invalid
iii. Wrong Number
§ Rejection
i. Already purchase
ii. Loan reject
iii. Family reject
iv. Price not right
v. Location not right
vi. Layout / View not right
vii. Package not right
viii. Limited car park
ix. No public transport
x. Developer issue
Lead Pipelines Status : Auto tagging based on Leads Status
Not Contacted – New, Not touch
Contacted – In Progress
Closed – Sales, move to deal
Lost – Ineffective, Rejection
Add New Contact - Name, Email, Mobile Number, Relationship Type
File & Email Removed
Leads View
Name :
Telephone :
Property Rent Price :
Property Sales Price :
Tenancy Status :
Tenancy Expiry :
Assign To :
Include call notes, attachments, and follow-up features in UI already available
UI/UX must mirror the DS demo version exactly including color coding and layout.
3. Import Functionality
Ensure import supports both mandatory and non-mandatory fields from Excel.
Mandatory fields include: Name, Telephone, Email, Assigned To.
Optional data such as Property Info can be included if available.
4. Dashboard Requirements
Dashboard to reflect total leads, new leads, total customers, etc., same as DS demo version.