Document for Lead Management System

To, Date: 06 may 2016

Quantum IT Solution
Surat.

Online portal
 Data manage
 New Lead
 Advanced Search
 Action
 Edit
 Follow up
 Send SMS
 Document print
 Bulk upload
 The admin can upload .xls , .csv file
 Staff management
 Add new staff
 Give access privileges
 I card generation
 SMS integration
 Dashboard
 Chart wise display
 New lead
 Pending lead
 Active lead
 Total staff
  Available staff
 Total customer
 On process customer
 Total successful lead
 Masters
 Product master
 Industry master
 Rating master
 My task
 Add today’s task
 Scheduled task
 Old task
 Task assign to
 Status of task
o Done
o Pending

 Files management
 Some of files share with any employee file must be (pdf, doc, xls)
 Contact master
 Add contact
 Update ,delete
 Bulk upload
 Calendar master
 Create your event
 Create your task based on date with reminder
 Company profile
 Company detail for I card and etc.
 Logo
 Title
 Admin credential
o Username and password
o Update detail
o Change modules wise rights
  API integration
 JUSTDIAL
 SULEKHA etc.
 If you service provider of this company.

This the Main flow of our loan management

NEW IF LEAD DOC. FILE

LEAD APPROV COLLECT PROCES
ENTRY E BY BY EMP S TO
USER BANK

1 STEP 2 STEP 3 STEP 4 STEP

LEAD DETAIL IF CUSTOMER IF CUSTOMER FILE MOVE TO BANK
INTRESTD FOR LOAD APPROVD WITH ALL BANK APPROVED OR
THEN MOVE TO NEXT TERMS OF OUR NOT
STEP ON LOAN PROCESS THEN
COLLECT THE
DOCUMENT
FOLLOW UP DEMAND FOR CHECK THE ALL DOC. STATUS OF BANK
MEETING
IDENTIFY BY UNIQUE DISCCUSSED WITH ALL VERIFY DCOUMNET IF YES OR NO
LEAD NUMBER OVER OF PROCESS OF TO NEXT BANK
LOAN
CUSTOMER CALL REQUIRED DOCUMENT PROCESS FOR NEXT IF APPROVED
STAGE
FILL DETAIL BY TELE GIVE IMPORATANT COMPLETED THE
CALLER DETAIL OF LOAN PROCESS
LIKE.RATE OF
INTREST ,EMI , TOTAL
AMT ETC.
Now this module is use after the approval of loan

 Loan CRN Number

o Loan amount
o Rate of interest
o Total EMI
o Amt of single EMI
o Period of loan
 Bank details
o Bank master
o Management of bank
 Insurance details
o New
o Renewal
o old
 Renewal detail
 Reminder details
o Reminder that will be customized as per the requirement we can
manage it.
 Customer details
o Identify by unique CRN number
o Personal
o Business detail
o Document detail
o Reference detail
o Address trace by MAP
 Dynamic Website
 user side
o customer login
o EMI calculator
o Unit converter
o Loan
 Different types of loan
o General information
o Gallery
o About us
o Service
o Contact us
o Client s
o Bank details
 Admin side
o Customer master
o Loan master
 add ,edit ,delete loan category and details
o gallery management
o bank details management
o client’s management
 o Admin can also change the other things like logo ,title
and contact details etc.

 android app for sales executive

o login
o New lead
o My lead
o status of loan

Development duration:
 60 Days for Development
 10 Days for testing

Development Platform:
 ASP .NET with C#
 DATABASE
o SQL SERVER
 Application is based on only Android
 Responsive Design of website
 Single login for every thing

Development Cost:
 LEAD management system and website
o INR 35,000 /-
 Terms & Conditions
Post project service

1. One year online support.

2. Any minor changes in the application will be solved in 24 hours.
3. Technical service support will be provided during this one year period.
4. Hardware & other end devices will be charged or to be provided by the customer.
5. After one year, services charges will be 12% of cost of project per annum.
a Under 12 % we provide

i Domain renewal

ii Service and support

iii Server space that will be configuration of 1.86 GHZ 4 GB

RAM,5 GB HDD 100 MBPS Bandwidth

Payment condition

 50% of the amount to be paid as advance

 The remaining 50% to pay after the completion of the project.