Lead Management Software – Functional Specification
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1. Overview
A web-based lead management platform for tracking, analyzing, and forecasting sales inquiries. Users log in, view high-level KPIs, drill into lead details, visualize trends, upload new data, update existing leads, and administer system settings—all through a unified interface that responds instantly to a set of global filters.
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2. Authentication & Access Control
Login: Username + password; passwords stored hashed.
Roles: Admin, Manager, Employee.
Role Behavior:
Admin: Full access, user/role management, historical data uploads, system configuration.
Manager: Can view/edit all leads, upload/update, access analytics.
Employee: Sees only assigned leads, can upload/update their own leads and view analytics.
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3. Global Filter Sidebar
Persistent on every page. Hierarchically linked filters:
State → Dealer → Employee → City → KVA Range → Segment
Plus an independent Date-Range picker.
Every page’s data—KPIs, tables, charts, insights, forecasts—is constrained to the current filter selection.
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4. Home Page
Top: Six KPI cards (clickable)
Total Leads
Open Leads
Closed Leads
Avg. Open Days
Avg. Close Days
Conversion %
Middle: Dynamic lead table of rows matching the selected KPI and filters. Columns include:
Dealer | Employee | Location | Open Days | Upload-question answers | Enquiry Stage | Planned Follow-up | Source | Segment
Interaction:
Click a KPI card → table refreshes to show leads in that category.
Double-click a row → pop-up shows full snapshot of that lead’s data (including any custom fields).
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5. Charts Page
A responsive grid of six visualizations, all filter-aware:
1. Total Leads Over Time (line chart by month/week)
2. Lead Status Summary (bar chart: Open vs. Closed vs. Won)
3. Conversion % Trend (area chart)
4. Open vs. Closed by Segment (grouped bar)
5. Avg. Close Days by Dealer/Segment (horizontal bar)
6. Lead Distribution by Segment (pie/donut)
Users can toggle grouping intervals (e.g., weekly/monthly) and export charts to PNG or PDF.
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6. Insights Page
A set of clustering-based and aggregated insights:
Behavioral Clusters: Groups of leads based on follow-up frequency, close time, source, segment.
Fastest-to-Close Segments: Ranked list/bar chart.
Conversion by Employee: Who converts the most.
Follow-Up Frequency vs. Conversion: Scatter/line chart.
High-Value Clusters: Lists of leads with high potential (KVA).
Drop-Reason Frequency: If tracked, shows common reasons for lost deals.
All insights reflect current filters and can be refreshed on demand.
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7. Upload New Lead Page
Step 1: User uploads an Excel file (≤ 10 MB).
Step 2: System previews first rows and flags each record as:
New (no match on Enquiry No, then Name+Phone, then CorporateName+Phone)
Existing (matched)
Step 3 (New records only): A form sequence prompts the user to answer a configurable set of questions (defined by Admin). Types include text, dropdown, date, number, file.
Step 4: Summary shows “X New Leads to Add” and “Y Existing Leads to Update.” User confirms to proceed.
New → inserted
Existing → updated (if key secondary fields match)
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8. Update Lead Page
Search/Filter among open leads by any field (fuzzy search supported).
Selecting a lead opens an edit form pre-populated with all fields.
Users can modify standard fields and add custom fields (name + value). Custom fields persist per lead and are visible/editable by all users.
“Save Changes” commits updates and records a change log entry (field name, old value, new value, user, timestamp).
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9. Admin Panel
Tabbed interface visible to Admin role only:
1. User Management: List users & roles; add, deactivate, reset password, change roles.
2. Historical Data Upload: Bulk upload Excel for past leads (no prompts).
3. User Logs: Filterable table of user actions (Login, View, Upload, Update) with export to CSV.
4. Question Configuration: Define/edit/delete the “new-lead” questions (label, type, required).
All admin actions themselves are logged.
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10. Forecast Page
Uses historical data (filtered) to predict future lead inflow and conversion:
Forecasted Leads Over Time (line with confidence bands)
Forecasted Conversion % (area)
Forecast by Dealer (bar)
Forecast by Location (bar or heatmap)
Forecast by KVA Range (stacked bar)
Models run in back end (e.g., time-series) and results are cached for performance. Exports available.
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11. Data & Workflow Summary
1. User logs in → token/role set.
2. Global filters chosen → apply to all views.
3. Home gives quick KPI + list drill-down.
4. Charts & Insights provide visual analytics.
5. Upload to add/update leads.
6. Update for manual edits and custom fields.
7. Admin configures users, questions, and views logs.
8. Forecast projects future performance.
Each action is recorded in an audit log. The developer can choose frameworks and libraries—this spec focuses purely on functional flow and UX logic.
Hello, I trust you're doing well.
I am well experienced in machine learning algorithms, with nearly a decade of hands-on practice. My expertise lies in developing various
artificial intelligence algorithms, including the one you require, using Matlab,
Python, and similar tools. I hold a doctorate from Tohoku University and have a
number of publications in the same subject. My portfolio, which showcases my past
work, is available for your review. Your project piqued my interest, and I would be
delighted to be part of it. Let's connect to discuss in detail. Warm regards.
please check my portfolio link: https://www.freelancer.com/u/sajjadtaghvaeifr
i have 13 years Experience in same required Skills, We already did kind of project many times, We provide support for over 150 technologies worldwide, ensuring comprehensive solutions for our clients. Our global reach allows us to connect with diverse industries and address various technological needs. We pride ourselves on delivering reliable and efficient support services. Our dedicated team is available 24/7 to assist with any technical issues. Partner with us to experience seamless and innovative technology support
Hello there
Hope you are doing well
as you are looking for a "Build a WEB BASED LEAD MANAGEMENT SOFTWARE" so will make the same as you want , I have already develop and Design the so many Software,
- I will use latest technology to develop your Application
- I will share daily update with you
- I Will deliver your project within timeline
- After project completion will share complete source code
- I will provide 1 year support our develop work
- I have 10+ year experience in Web & App development
- I will make the 100% responsive design , fast loading , SEO friendly and all
- I will provide you super admin panel there you can manage the whole thing
Please initiate the chat so will discuss together and all
Thanks & Regards
Dheeraj K.
Hi,
I provide professional services and quality solutions with my 21+ years of experience developing cutting-edge complex solutions. My expertise in architecture design and my approach to meet the requirements such that solution is user friendly will help you get a production ready lead management software.
My deep understanding of various technologies like python, steamlit and LLM will be required to develop this lead management software. Lastly, my rock-solid experience in artificial intelligence and machine learning qualifies me not only to deploy but also maintain and improve your lead management software as needed.
Throughout my career, I've managed numerous projects, however I am sharing one of the recent key project which has similar features like lead management.
1. Proposal creation system - parsed pdf files to create database, web based using LLM.
Let's have a quick discussion to finalize the things and we can start the project right away. I will give you regular updates as we work on the project and you will get complete code and full documentation.
Regards,
Vishal
I am a seasoned ML engineer and full-stack developer with expertise in building scalable web-based lead management systems. I have successfully delivered similar platforms, integrating real-time analytics, role-based access, and dynamic visualizations using modern frameworks like React and Django. My experience includes implementing time-series forecasting models and clustering algorithms to drive actionable insights, ensuring seamless data handling and responsive UX. Proficient in LaTeX and research, I can provide comprehensive documentation and a thorough literature review to support the ML components. I am committed to delivering a robust, filter-driven system with all specified functionalities within the timeline.
Hi Jaishal S.,
I’m excited to connect with you regarding this project.
In your project, I see that you require skills in App Developer, App Design, Progressive Web Apps, and I would be very happy to serve you with my expertise in this area. With a strong background and hands-on experience, I’m confident I can contribute effectively to your project’s success.
https://www.freelancer.com/u/TechizeBuilder
Looking forward to the opportunity to collaborate and contribute to the success of your project. Please feel free to reach out anytime!
Thanks and Regards
Deepak
“If you want someone who checks boxes, keep scrolling. If you want someone who raises the bar, let's talk.”
I understand the importance of a clean, professional, and user-friendly lead management platform. Our expertise lies in developing seamless, integrated systems with automated functionalities. While I am new to Freelancer.com, I have extensive experience completing similar projects off-site.
I would love to chat more about your project!
Regards,
Jean Myburgh
I am a perfect fit for your project, with expertise in developing clean and user-friendly web-based lead management platforms. I understand the importance of a seamless interface with global filters, KPI tracking, lead analysis, and forecasting capabilities. While I am new to freelancer.com, I have extensive experience in delivering similar projects off-site.
I offer services in designing functional dashboards, dynamic lead tables, responsive visualization grids, and insightful clustering-based analytics. Let's collaborate to create a professional solution that meets all your lead management needs. I would love to chat more about your project!
Regards,
Pieter
With a deep understanding of the project requirements and a proven track record in software development, I am the ideal candidate for creating your web-based lead management system. My comprehensive Full Stack engineering background enables me to handle both front-end and back-end operations expertly, ensuring seamless system integration. This project demands one such unified approach to enhance productivity, and that is exactly what I bring on board.
As mentioned in your project description, data security is vital for any lead management platform. I assure you that your information would be in safe hands as I have an extensive experience in implementing secure authentication and access control systems. I will create role-based authorization and user log features that cater to the unique needs of each role: Admin, Manager, and Employee. Your admin panel will empower you with complete control over user management (add/de-activate/reset passwords/change roles), historical data uploading and access to user logs among other functionalities
Hi! I’ve read through your project details carefully, and I’d love to help you build this Lead Management Platform.
✅ I can create everything you’ve listed, including:
Login & role-based access (Admin, Manager, Employee)
Global filters (State, Dealer, Segment, etc.) that apply across pages
Dashboard with KPIs and lead table
Interactive charts and insights (with export options)
Upload/update leads from Excel
Admin panel for users, questions, and logs
Forecast page using past data to predict future leads and conversions
? I’ll use modern tools to make this fast, easy to use, and mobile-friendly. Technologies I suggest:
React (for frontend)
Node.js or Django (for backend)
PostgreSQL or MongoDB (database)
Python (for forecasting)
? Your system will be secure, responsive, and ready for growth.
? I can share a clear timeline and milestones once we connect. I’m confident we can build this smoothly and on time.
Let me know if you'd like to discuss or share any designs you have in mind.
Thanks! Looking forward to working together.
Being a seasoned software developer with expertise in web-based application development, I firmly believe I am the right fit for your lead management system project. My extensive experience of over 4.5 years in building custom software and understanding of diverse technologies like .NET, React, Laravel, MySQL, APIs perfectly align with the demands of this challenging task. Having delivered on similar projects before, I don't just bring technical skills but a refined business-friendly approach that focuses on efficient data handling and intuitive user experience – qualities absolutely vital to your lead management system.
In addition to my technical prowess, I'm deeply conscious of timelines and possess excellent communication skills that ensure seamless collaboration throughout the project's lifecycle. A testament to this is my track record of serving 70+ satisfied clients and successfully completing 100+ projects. Being able to deliver within stipulated timelines while maintaining quality has been the hallmark of my career.
The prospect of working together to turn your vision into a functional, powerful system is truly exciting for me. I look forward to leveraging my coding expertise and more importantl
Thanks
Kanhaiya Meena
Drawing from my leadership of a dynamic team of full-stack developers with a combined experience of 10+ years, we're uniquely poised to tackle the development & maintenance of your web-based lead management system. With over 5 years myself, I've gained expertise in both front-end and back-end development using AngularJS, React, PHP and Node.js—inclusive of database management with MySQL & MongoDB— all core skills you need to craft a dynamic yet robust system such as this.
Moreover, my team is well-versed in advanced technologies such as clustering techniques for insightful data visualization and handling large-scale data exports, thus ensuring seamless persistence and analysis of your leads' information—a vital aspect of any effective lead management system. Additionally, we have hands-on command on critical ancillary areas like setting up user controls and log systems to keep track of key actions, essential for role-based access control such as that you laid out.
On the project management front as well, my liaison skills complemented with prompt progresses updates give you transparency throughout our work partnership. Add to this our dedication to client satisfaction and ongoing post-delivery support to fine-tune the system based on your evolving needs— I believe my team can become your go-to solution's provider! Let's get on a call soon and discuss further to give shape to your vision.
Subject: Lead Management Portal Proposal – Ready to Show Demo
My team already developed a Lead Management Portal covering 60% of your requirements, with several advanced features included that exceed the original scope—saving both time and cost. We’re ready to demonstrate the system immediately and offer flexible pricing: one without source code, and one with full source code ownership
The Product is actively used by other business clients.
Due to security and confidentiality considerations, we are unable to share product links publicly. However, we would be happy to provide a live demo upon acceptance of the proposal
Best regards,
Rinshan Kolayil
Hi, I’ve reviewed the examples you provided and have a clear understanding of the look, feel, and functionality you’re going for. I can build a clean, responsive, and user-friendly site that matches your vision closely. I’ll make sure everything works smoothly across all devices and stays true to the style you want. I’m ready to get started right away and can deliver on time. Let’s make it happen.
