The CRM tool aims to help manage and streamline mass cold email outreach campaigns for SEO services. It will track leads, schedule follow-ups, and automate reminders to ensure timely responses and actions. The tool will support a collaborative workflow for team members.
Key Features
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User Management Admin Dashboard: Manage users, set roles (Admin, Team Member). Team Access: Allow multiple team members to log in and work collaboratively. Authentication: Setup admin account with [email protected] as the email and V33rT3jaji! as the password. Admin can add other users and set their roles.
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Lead Management Lead Database: Store leads with fields like: Name Email address Company name Industry Status (e.g., Interested, Not Interested, No Response, Scheduled) Notes Search & Filter: Search leads by name, email, company, or status and filter by date or status.
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Cold Outreach Tracking Email Tracking: Log sent emails with timestamps and subject lines. Reply Tracking: Record responses with details (positive/negative). Categorization: Positive response (schedule meeting) Request for follow-up on a specific date No response Decline
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Follow-up Management Automated Reminders: Notify team members to follow up based on response type or a predefined schedule. Follow-up Scheduling: Send email to the lead with a link to the meeting directly from the CRM tool. Provide a "Insert Calendly" button that inserts the link into the email body.
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Notes and Activity Log Notes Section: Add notes for each lead (e.g., call highlights, objections, next steps). Activity Log: Track all interactions with leads, including emails sent, replies received, and meetings scheduled.
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Analytics & Reporting Performance Metrics: Total leads contacted Number of positive replies Conversion rate (positive replies to meetings) Follow-up success rate Team Performance: Show metrics for individual team members. Export Data: Export leads and reports as CSV files.
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Notifications System Email Reminders: Notify users for follow-ups, meetings, or tasks. In-App Alerts: Show notifications for important activities within the app. Technical Requirements Frontend Built with React.js for a responsive, modern UI. Backend Backend logic using Flask with SQLite REST API for frontend-backend communication. Database SQLite for: Lead management Storing user activity logs Email tracking Notes and reminders Cloud Hosting Hosted on a cloud platform (e.g., AWS, GCP, or Heroku) for accessibility.