About This Project
Bhoomi TechZone CRM is an all-in-one customer relationship management platform designed for IT services and software development companies. It manages leads, projects, client communications, and business operations from a unified dashboard. With project tracking, invoicing, and team collaboration features, it streamlines the entire business workflow.
The system captures leads from website inquiries, social media, and referrals. Sales pipeline tracks each lead through stages from contact to conversion. Won deals automatically create projects with task assignments. Project managers allocate resources, set milestones, and track progress. Time tracking logs billable hours for accurate invoicing. Client portal provides project visibility and communication channels. Automated invoicing generates bills based on project completion or time logged.
Technologies Used :
- React
- Node.js
- Redis
- PostgreSQL
- MongoDB
How It Works
The system captures leads from website inquiries, social media, and referrals. Sales pipeline tracks each lead through stages from contact to conversion. Won deals automatically create projects with task assignments. Project managers allocate resources, set milestones, and track progress. Time tracking logs billable hours for accurate invoicing. Client portal provides project visibility and communication channels. Automated invoicing generates bills based on project completion or time logged.
Key Modules & Features
- Lead Management
- Sales Pipeline
- Project Management
- Time Tracking
- Client Portal
- Invoicing & Billing
- Team Collaboration
- Analytics Dashboard