We built a custom CRM dashboard and internal management system tailored to the operational workflow of the business.
Overview
The fast growth of leads, sales operations, agent performance and order orders make it essential for the Sajivan Ayurveda to have a single digital platform to manage these activities. Scattered tools and number of manual processes were involved in their existing workflow that did not allow them to keep a track on leads, assign agents, see visual presentation of sales and performance reports.
We recently came up with a solution and developed a custom CRM and operational dashboard to manage leads, sales, employees, payroll management, and reporting on top of a secure & scalable web platform.
Business Challenges
Manual Lead Handling
Leads from marketing campaigns and social platforms were not centrally managed, which created delays in assignment and follow-ups. This often resulted in missed opportunities.
Sales Performance Visibility
Management had limited real-time insights into agent performance, daily sales numbers, and lead conversion metrics. This made it difficult to evaluate team productivity and business growth.
Complex Workflow
The business involved multiple stages such as lead generation, sales approval, order, courier packaging, and delivery tracking. Without structured system, operations were difficult to manage.
No Centralized Reporting
Reports such as agent sales, monthly leads, incentive calculations, and campaign performance had to be compiled manually, consuming significant time and effort.
Limited Team Management
Managing employees, departments, roles, and attendance required separate systems or spreadsheets, creating operational inefficiencies and workflow delays.
Strategy & Solution
Real-Time Lead & Sales Insights
Centralized CRM dashboard displaying leads, agent performance, daily sales, and conversions with structured tables and summaries for faster decisions and better operations.
Lead Management & Assignment System
Powerful lead tracking system to view, filter, and assign leads by source. Track status, campaigns, language, and categories for targeted follow-ups and higher conversions.
Lead Integration for Automatic Lead Capture
Integrated Facebook lead fetching automatically imports ad campaign leads into the CRM dashboard, removing manual entry and enabling faster response.
Automated Sales Workflow Management
Streamlined sales workflow with stages like lead assignment, approval, order confirmation, packaging, delivery, and return management to ensure smooth operations.
Integrated HR & Employee Management System
Built-in HR module to manage employees, departments, attendance, leave requests, and salary slips, providing a centralized platform for efficient workforce management.
Sales Incentive & Performance Tracking
Track weekly, monthly, resale, and prepaid incentives while monitoring agent performance with clear metrics to reward productivity and improve sales team motivation.
Advanced Reporting & Analytics System
Comprehensive reports on sales, leads, campaigns, and operations provide insights into performance, ROI, and team productivity for smarter business decisions.
Scalable & Secure Modular System Architecture
Modular, secure system with role-based access, optimized database, and expandable modules, ensuring scalability, data protection, and high-performance dashboards.
Portfolio Gallery
Results & Impact
With the new platform, Sajivan Ayurveda improved efficiency by centralizing and automating leads, sales workflows, and reporting, enabling faster decisions and better collaboration.
