Clientmark is an enterprise-grade Lead Management and Project Delivery CRM designed to empower sales teams, telecallers, and project managers. It consolidates sales pipelines, team follow-ups, WhatsApp communication, and project handovers into a fast, unified workspace.
It is built for two primary real-world workflows:
- Lead Pipeline & Sales Acceleration — capture inquiries, assign leads to telecallers and BDEs, manage interaction stages, and track conversion velocity.
- Project Delivery & Client Handover — instantly convert closed deals into active projects with milestones, team tasks, timeline tracking, and live client previews.
- Visual Sales Pipeline: Drag-and-drop Kanban & tabular lead views across stages (New, In Discussion, Negotiation, Won, Lost).
- Automated Allocation: Distribute incoming leads across telecallers and BDEs with custom rules.
- Detailed Interaction History: Log calls, notes, follow-up dates, and activity logs for every lead.
- Smart Filters & Search: Rapidly segment leads by source, branch, status, assignee, and date range.
- Calling Interface: In-app calling modal with call disposition status, timer, and notes.
- Target Tracking: Daily call quotas, pending follow-ups, and individual conversion metrics.
- Follow-up Reminders: Notification panel ensuring zero dropped leads or missed callbacks.
- Direct WhatsApp Chat: Engage leads directly via WhatsApp without leaving the CRM.
- Pre-approved Templates: Send instant greetings, quotes, brochures, and follow-up reminders.
- Chat History: Store complete conversation logs for team-wide context and audit trails.
- 1-Click Deal-to-Project Conversion: Convert won leads into managed projects with prefilled client details.
- Milestones & Tasks: Track phase deliverables, deadlines, and developer assignees.
- Public Client Preview: Share a secure, branded live preview link with clients to inspect progress in real time.
- Granular Permissions: Restrict actions by roles (Admin, BDE, Telecaller, Developer).
- Branch & Tenant Isolation: Securely partition branch offices and client organizations.
- Custom Branding: Tenant-specific themes, brand colors, custom logos, and dynamic favicons.
- Executive Analytics: Real-time charts on pipeline value, conversion rates, and revenue ROI.
- Performance Leaderboards: Evaluate telecaller talk times and BDE closing ratios.
- Export Capabilities: Download lead, project, and telecaller reports in CSV and Excel.
- Frontend: React 18, Vite, CoreUI, Framer Motion, Bootstrap 5, Redux, React Router 6, AG Charts
- Backend: Node.js, Express.js, MongoDB (Mongoose), Socket.io, JWT Authentication, Multer
- Integrations: WhatsApp Cloud API, Dynamic Favicon & White-labeling engine