Urgent Requirement of a custom-built ERP and CRM system with integrated Task Management capabilities to address critical inefficiencies in managing client service requests across departments. Currently, fragmented workflows between Sales, Operations, Accounts, Legal, and IT teams lead to delays, miscommunication, and client dissatisfaction. Manual tracking of tasks via spreadsheets and emails results in missed deadlines, while the absence of real-time analytics hampers decision-making. We need a unified platform to automate service request routing, centralize client data, enforce accountability, and provide actionable insights. Key deliverables include:
A. Automated workflows to assign and escalate tasks between teams, with WhatsApp/email reminders for deadlines, payments, and follow-ups. B. A real-time client tracking dashboard displaying service histories, documents, and pending actions. C. Role-specific interfaces for teams to collaborate on Kanban/Gantt boards, manage documents with version control, and generate compliance-ready audit trails. D. Customizable analytics to monitor KPIs (e.g., resolution time, client retention) and identify bottlenecks.
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