Sales Leads Tracking System for Dog Facility
Budget: £10 – £999,999,999 GBP
Title: Build a Sales Leads Tracking System for Canine Facility (Leads → Sales → Follow-ups)
Project overview
We run a canine facility offering fully trained therapy, assistance, protection and pet dogs; part‑trained dogs; plus services (board, daycare, training, grooming). We already use a CRM for bookings and operations, but it does not track sales/leads effectively. We need a freelancer to design and build a lightweight, user-friendly sales leads tracking system focused solely on managing the sales pipeline, follow-ups, dog inventory related to sales, and reporting — either as a standalone app or an integrated add-on that syncs with our existing CRM.
Key goals
- Replace spreadsheet-based lead management with a single tool focused on sales leads and conversions.
- Enable staff to capture enquiries, qualify leads, manage pipeline stages, schedule follow-ups, record offers/deposits/payments, and report on sales performance.
- Keep the system simple for non-technical staff and able to integrate or exchange data with our existing CRM.
Core features (must-have)
- Lead & contact capture: manual entry, CSV import of existing spreadsheets, fields for enquiry source, dog(s) of interest, notes, attachments, status, and tags.
- Sales pipeline: configurable stages (e.g., New → Contacted → Viewing → Offer → Deposit → Sold/Lost), drag/drop kanban view and stage history.
- Dog-as-product inventory subset: link dog profiles (breed, age, training level, temperament, photos, price, availability status) to leads and offers.
- Follow-ups & reminders: task assignments, email/SMS templates, scheduled reminders, activity log per lead.
- Offers & payments tracking: record offers, deposits, outstanding balances, generate simple sale receipts/PDFs (not full accounting).
- Reporting & dashboard: pipeline metrics, conversion rates, revenue by dog type, aging leads, exportable CSV/Excel.
- Search & filters: quick search and advanced filters across leads and linked dogs.
- Data import/export: import from spreadsheets and export complete data.
- User roles & permissions: basic roles (admin, sales, receptionist) and audit trail.
- Secure data storage and backup.
Integration requirements
- Option A (preferred): integrate with our existing CRM via API/webhooks to receive new enquiry records and push sale/conversion events back.
- Option B: standalone web app with scheduled CSV import/export or manual sync.
- Specify required permissions, data fields to sync, and any middleware (if needed) in your proposal.
Non-functional requirements
- Mobile-responsive UI, simple UX for non-technical staff.
- Lightweight, fast, and reliable.
- Use a relational DB (Postgres/MySQL) or justify otherwise.
- Deployed to cloud (AWS/Heroku/DigitalOcean) or hosted solution — state deployment preference.
- Basic security and backups.
Prefer-to-have
- Two-way calendar sync for viewing appointments.
- SMS/WhatsApp or email integration for follow-up messages.
- Ability to attach photos/documents to leads.
- Role-based activity reminders and SLA escalation.
Deliverables
- Working application or integration module with source code and deployment instructions.
- Database schema and short technical documentation.
- Short user guide for staff.
- Import of our existing lead spreadsheets and verification.
- Handover and 1–2 hour remote training session.
- 30-day support/fixes after launch
Timeline & budget
- Preferred: prototype in 1 week, production-ready in 4 weeks. Propose realistic milestones.
- Budget: open — provide fixed-price or phased milestone estimates.
Skills & experience required
- Proven experience building sales/lead-tracking or CRM modules, ideally with integrations.
- Strong UI/UX for non-technical users.
- Experience with APIs/webhooks, CSV migrations, and deployment to cloud.
- References or examples of 2–3 similar projects required.
- Good communication and ability to translate business needs into a simple workflow.
Please include:
1. Short proposal outlining approach and whether you recommend integrated module or standalone app.
2. Recommended tech stack and why.
3. Estimated timeline, milestones, and cost.
4. Examples/links of 2–3 relevant projects.
We want a focused, easy-to-use sales leads system our staff will actually use — clear proposals only, please. Thank you.
Project overview
We run a canine facility offering fully trained therapy, assistance, protection and pet dogs; part‑trained dogs; plus services (board, daycare, training, grooming). We already use a CRM for bookings and operations, but it does not track sales/leads effectively. We need a freelancer to design and build a lightweight, user-friendly sales leads tracking system focused solely on managing the sales pipeline, follow-ups, dog inventory related to sales, and reporting — either as a standalone app or an integrated add-on that syncs with our existing CRM.
Key goals
- Replace spreadsheet-based lead management with a single tool focused on sales leads and conversions.
- Enable staff to capture enquiries, qualify leads, manage pipeline stages, schedule follow-ups, record offers/deposits/payments, and report on sales performance.
- Keep the system simple for non-technical staff and able to integrate or exchange data with our existing CRM.
Core features (must-have)
- Lead & contact capture: manual entry, CSV import of existing spreadsheets, fields for enquiry source, dog(s) of interest, notes, attachments, status, and tags.
- Sales pipeline: configurable stages (e.g., New → Contacted → Viewing → Offer → Deposit → Sold/Lost), drag/drop kanban view and stage history.
- Dog-as-product inventory subset: link dog profiles (breed, age, training level, temperament, photos, price, availability status) to leads and offers.
- Follow-ups & reminders: task assignments, email/SMS templates, scheduled reminders, activity log per lead.
- Offers & payments tracking: record offers, deposits, outstanding balances, generate simple sale receipts/PDFs (not full accounting).
- Reporting & dashboard: pipeline metrics, conversion rates, revenue by dog type, aging leads, exportable CSV/Excel.
- Search & filters: quick search and advanced filters across leads and linked dogs.
- Data import/export: import from spreadsheets and export complete data.
- User roles & permissions: basic roles (admin, sales, receptionist) and audit trail.
- Secure data storage and backup.
Integration requirements
- Option A (preferred): integrate with our existing CRM via API/webhooks to receive new enquiry records and push sale/conversion events back.
- Option B: standalone web app with scheduled CSV import/export or manual sync.
- Specify required permissions, data fields to sync, and any middleware (if needed) in your proposal.
Non-functional requirements
- Mobile-responsive UI, simple UX for non-technical staff.
- Lightweight, fast, and reliable.
- Use a relational DB (Postgres/MySQL) or justify otherwise.
- Deployed to cloud (AWS/Heroku/DigitalOcean) or hosted solution — state deployment preference.
- Basic security and backups.
Prefer-to-have
- Two-way calendar sync for viewing appointments.
- SMS/WhatsApp or email integration for follow-up messages.
- Ability to attach photos/documents to leads.
- Role-based activity reminders and SLA escalation.
Deliverables
- Working application or integration module with source code and deployment instructions.
- Database schema and short technical documentation.
- Short user guide for staff.
- Import of our existing lead spreadsheets and verification.
- Handover and 1–2 hour remote training session.
- 30-day support/fixes after launch
Timeline & budget
- Preferred: prototype in 1 week, production-ready in 4 weeks. Propose realistic milestones.
- Budget: open — provide fixed-price or phased milestone estimates.
Skills & experience required
- Proven experience building sales/lead-tracking or CRM modules, ideally with integrations.
- Strong UI/UX for non-technical users.
- Experience with APIs/webhooks, CSV migrations, and deployment to cloud.
- References or examples of 2–3 similar projects required.
- Good communication and ability to translate business needs into a simple workflow.
Please include:
1. Short proposal outlining approach and whether you recommend integrated module or standalone app.
2. Recommended tech stack and why.
3. Estimated timeline, milestones, and cost.
4. Examples/links of 2–3 relevant projects.
We want a focused, easy-to-use sales leads system our staff will actually use — clear proposals only, please. Thank you.