*CRM & SALES AUTOMATION SYSTEM – PROJECT BRIEF* *OBJECTIVE* Build a structured CRM + automation system using Airtable, Make.com & Glide to: • Improve response speed • Prevent lead leakage • Track sales performance • Automate follow-ups • Increase overall conversion rate *CORE TECHNOLOGY STACK* • Airtable – Database & Backend • Make.com – Automation & Workflow Engine • Glide – Mobile-friendly Sales Dashboard *LEAD SOURCES* • WhatsApp API (Click-to-WhatsApp Ads) • Purchased Leads • Manual Entry *LEAD PIPELINE STAGES* New → Contacted → Quote Sent → Follow-up 1 → Follow-up 2 → Advance Received → Confirmed → Lost *TRACKING REQUIREMENTS* Each lead must include: • Lead creation timestamp • First contact time • Quote sent time • Follow-up due date • Status update history • Call notes logging *AUTOMATION RULES* • Alert if no contact within 10 minutes • Follow-up reminders • Admin notification if no update in 24 hours • Daily performance summary • Lead scoring (Hot / Warm / Cold) *DASHBOARD REQUIREMENTS* Sales Staff View • See only assigned leads • Update status • Add notes • Set follow-up dates • View personal performance Admin View • View all leads • Monitor response time • Compare salesperson performance • View leaderboard • Export reports *CONTROL & SECURITY* • Sales staff cannot delete leads • Admin has full visibility • Activity logs enabled • Incentives payable only if lead exists in CRM • System must prevent data manipulation