← ALL WORKCASE STUDY 002 · SOFTWARE
BOOKMYACRECRM
ENTERPRISE SALES & POST-SALES CRM
[THE CHALLENGE]
Leads lived in spreadsheets and WhatsApp chats. Managers couldn't see who was following up, leads were lost when executives changed, and post-sales work (KYC, agreements, receipts) was tracked by hand.
[THE SOLUTION]
I designed a CRM around how the sales floor actually works: leads flow in automatically, get assigned to managers and executives, and every call, follow-up, site visit and transfer is recorded with a full timeline. Post-sales modules cover bookings, construction, KYC and agreements, with financials and receipts per customer.
- 01Lead capture, assignment and transfer with full remarks history
- 02Follow-ups and site-visit scheduling
- 03Customer journey timeline across sales and post-sales
- 04Projects, locations and live inventory
- 05Bookings, construction updates, KYC and agreements
- 06Complaints & feedback, documents, financials and receipts
- 07Super-admin, manager and executive roles
1SYSTEM FROM LEAD TO HANDOVER
14MODULES
3ROLE LEVELS
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