Modular ERP/Business Suite Development

Objective Develop a unified, modular ERP/business suite covering Sales, Marketing, Support, HR, Finance, Projects, and Operations with cross-module analytics and communication integrations. Scope of Modules 1. Sales • CRM, Lead, Deal, and POS management • Flow: Lead capture → deal pipeline → quotes/orders → point-of-sale for retail 2. Communication • Campaign management • Communication integrations: SMS, WhatsApp, Email, Push notifications • Lead nurturing and marketing analytics 3. Support • Customer support tickets • Internal task management • SLA tracking 4. HRM • Employee records, attendance, leave management • Payroll runs • Performance tracking • Employee tracking 5. Finance & Accounting • General Ledger, AP/AR • Masters: Customers, Items • Sales documents: Quotes, Invoices, Recurring Invoices, Payment Links, Payments Received, Delivery Challans, Credit Notes • Expenses • GST filing reports and financial reports 6. Project Management • Project planning and tracking • Milestones, time tracking, resource allocation 7. Business Intelligence • Dashboards and KPIs • Custom reports across all modules 8. Vendor & Legal • Vendor Management System • Legal Management and Outsourcing Services • Vendor onboarding, contracts, compliance, outsourced work tracking 9. Inventory & Warehouse Management • Stock tracking for product businesses • Integration with Sales and Accounting 10. Procurement / Purchase Orders • Purchase orders, GRN, vendor bills • Integration with Finance and Vendor Management 11. Document Management / e-Sign • Central repository for contracts, employee documents, invoices, NDAs • Digital signatures • Used by Legal, HR, and Sales 12. Asset Management • Tracking of laptops, licenses, equipment assigned to employees • Integration with HRM and Accounting 13. Helpdesk / Knowledge Base • Self-service portal for customers • Internal SOPs and documentation • Reduces support ticket volume 14. Time & Attendance / Shift Scheduling • Explicit clock-in/out • Roster and shift management • Extends Employee Tracking in HRM 15. Subscription / Billing Management • Proration, dunning management, renewals • Integration with Sales and Accounting 16. Compliance & Audit • GST/e-invoicing compliance • GDPR logs • User action history for all modules 17. API / Integrations Hub • Connectors for Tally, Zoho, Shopify, Razorpay, Google Workspace, etc. • Cross-cutting integration layer 18. Mobile App / Field Force • Mobile access for POS, tasks, tickets, attendance • Required for all operational modules 19. 360° Lead Generation • Website Lead Capture • WhatsApp Lead Capture • Meta & Google Ads Lead Integration • Email Lead Capture • Phone Call Lead Capture • Marketplace Lead Integration • Referral Lead Tracking • Event & Offline Lead Capture • Social Media Lead Capture 20. Lead Automation • Auto lead enrichment, deduplication, and scoring • Smart lead assignment rules and SLA enforcement • Instant engagement: WhatsApp, Email, Call tasks on lead creation • Multi-stage nurture workflows and re-engagement sequences • 360° timeline: All touchpoints logged to CRM automatically • Manager alerts, reports, and lead source ROI analytics 21. Telephony & Call Management • Inbound & Outbound Calls: Click-to-call, power dialer, IVR via Exotel APIs • Lead Data: Auto screen-pop with lead details on incoming call from Exotel • Call Logs: Auto-log duration, recording URL, disposition from Exotel webhooks • Lead Notes: Add notes mid-call with Exotel agent app or CRM widget • Call Manager: Live dashboard using Exotel real-time APIs for agent status, queue • Campaigns: Outbound auto-dialer lists triggered via Exotel Voice Broadcast • Leads & Calls: Unified view of all Exotel calls mapped to leads/deals • Lead Follow Up: Auto-create tasks based on Exotel call disposition codes • Missed Call Service: Exotel virtual number → Auto lead create + SMS callback • Call Recording & Transcription: Fetch recordings from Exotel, AI transcribe for CRM timeline Cross-Cutting Requirements • Unified communication layer across modules • Role-based access control • Multi-branch support • Real-time analytics and reporting • Exotel integration for all telephony workflows