LEAD FLOW OR LEAD MANAGEMENT SYSTEM

Hi,

I require a lead management / CRM system to manage and optimise our sales leads workflow. To save time this should be a ready existing platform that you already have and can customise extensively to our requirements. The platform once customised and ready should be on my server with no third party links or ongoing fees etc

The most critical requirement is that the system must support 8x8 internet telephone integration (for direct calling from within the CRM) as well as WhatsApp messaging integration, so that assigned sales agents can make calls, send WhatsApp follow-ups, and manage communication directly from the platform without leaving the system.

Based on the attached examples, I require a modern, clean, dashboard-style CRM with the following features and functions:

Core Lead Management Features
Centralised lead database
Add / edit / delete leads
Assign leads manually to specific agents
Automated lead allocation (optional)
Lead ownership tracking
Lead notes / internal comments
Lead history / activity timeline
Search and filter functionality
Bulk import of leads via CSV / Excel
Export functionality
Duplicate lead detection
Lead Pipeline / Sales Funnel Management

A visual Kanban-style pipeline similar to the examples, with drag-and-drop movement between stages.

Custom lead stages such as:

New
Contacted
Qualified
Proposal Sent
Negotiation
Follow-up
Closed Won
Closed Lost

Each lead should display:

Company / lead name
Contact person
Phone number
WhatsApp availability
Lead source
Deal value
Lead temperature (Hot / Warm / Cold)
Assigned agent
Status
Last contact date
Next follow-up date
Calling Integration (Critical Requirement)

Must integrate with 8x8 internet telephone so agents can:
Click-to-call directly from the CRM
Receive inbound calls
Call logging
Call duration tracking
Call recording access (if supported)
Missed call tracking
Call notes
Call outcome tagging
Agent call statistics
Number masking / routing if available
WhatsApp Integration (Critical Requirement)

Direct WhatsApp messaging from within the system.
Required functionality:
One-to-one WhatsApp conversations
Message templates
Quick replies
Follow-up reminders
WhatsApp chat history linked to each lead
Ability to send documents / media
Agent assignment for WhatsApp chats
Delivery / read status (if supported)
WhatsApp Business API compatibility
Follow-Up / Reminder Management

Dedicated reminders dashboard similar to the examples:

Set follow-up reminders
Time/date-based reminders
Agent notifications
Overdue reminders
Reminder completion tracking
Callback scheduling
Daily follow-up queue
Agent Management

Multi-user agent access with role permissions.
Roles may include:

Super Admin
Sales Manager
Sales Agent
Read-only / reporting user

Per-agent management:

Assigned leads
Activity logs
Call stats
WhatsApp stats
Conversion performance
Revenue performance
Daily / weekly productivity
Targets / KPI Tracking

This is important.

Need agent performance dashboards showing:

Sales targets
Revenue targets
Lead conversion %
Calls made
Calls answered
WhatsApp messages sent
Follow-ups completed
Deals closed
Value closed
Monthly performance
Leaderboard ranking
Agent comparison reports

Visual analytics similar to the screenshots:
Revenue charts
Conversion charts
Source breakdown
Lead stage breakdown
Agent leaderboard
Monthly performance reports
Dashboard

Executive dashboard with:
Total leads
Active leads
Closed deals
Total revenue
Conversion rate
Hot leads
Follow-ups due today
Agent rankings
Recent activity feed
Communication Features
Internal notes between team members
Tagging / mentions
Communication logs
SMS option (optional)
Email integration (optional)
Lead Capture / Source Tracking

Track lead source such as:
WhatsApp
Website forms
Facebook Ads
Google Ads
Cold calling
Referrals
LinkedIn
Manual entry
CSV import

Optional API / webhook integrations for automatic lead capture.
Forms / Lead Creation

Lead creation form should include:
Company name
Contact person
Phone / WhatsApp
Email
Deal value
Stage
Temperature
Assigned agent
Source
Notes
Follow-up date
Custom fields
Reporting

Advanced reporting required:
Agent reports
Revenue reports
Conversion reports
Lead source ROI
Missed follow-up reports
Call performance reports
Exportable PDF / Excel reports
Technical Preferences

Please specify:

Whether your solution is existing
Technology stack
Security measures
Backup system
API availability
Integration limitations
UI / UX

The system should have:
Modern light professional interface such as white and grey
Fast responsive dashboard
Desktop-first, but mobile-friendly
Clean navigation
High usability for call centre teams
Proposal Requirements

Please provide:
Whether this is custom-built or based on an existing CRM
Relevant previous examples / demo access

The fastest turnaround and lowest quote gets the job

Best Regards,
Adam