CRM

HCPL Smart Homes CRM – Phase 1

HCPL Smart Homes – CRM Framework (Phase 1)

Lead Management & Sales Automation

Why HCPL Needs a CRM

  • 📈Centralized management of all leads (Meta Ads, TikTok Ads, Website, Walk-ins)
  • 👥Efficient assignment to Admin, Team Lead, Sales Executive
  • 📞Track every action: WhatsApp, Calls, Follow-ups, Site Visits
  • 📊Real-time dashboards for CEO, Marketing Manager & Sales Head
  • ⚡Marketing optimization using Meta & TikTok Pixels

What this CRM will cover (Phase 1)

  • 💻Lead Sources: Meta, TikTok, Website Forms, Walk-ins
  • 🧩Lead Management: Admin → Team Lead → Sales Executive
  • 🏢Lead Categories: Studio / 1-Bed / 2-Bed / Rental / Investment
  • 📲Activity Tracking: Call, WhatsApp, Follow-up, Visit, Booking
  • 📈Reporting: Role-based dashboards
  • 🎯Marketing Analytics: Meta/TikTok pixel feedback

Lead Flow & Hierarchy

  • 🌐Lead Source (Meta / TikTok / Website / Walk-in)
  • 👨‍💼Admin / Manager
  • ➡️Assign → Team Lead → Sales Executive
  • 📞Actions: WhatsApp / Call / Follow-up / Visit / Booking
  • 📊Status Updated → Dashboards + Meta/TikTok Pixel Feedback

Track Every Lead Action

  • All actions logged with date & time stamp
  • Examples: Contacted (WhatsApp / Call), Follow-up completed, Site visit scheduled, Booking / Hold / Lost status
  • Enables management to track team performance & efficiency

Direct Contact Tools

  • WhatsApp Integration: Direct messaging from CRM
  • Mobile Dialer: If WhatsApp unavailable
  • Automatic Logging: All communication recorded
  • Ensures every lead interaction tracked

Who Sees What

  • CEO: Lead overview, conversion rates, ROI, marketing stats
  • Marketing Manager: Campaign performance, ad ROI
  • Sales Manager: Team performance, pending leads
  • Team Lead: Assigned leads, status, activity logs
  • Sales Executive: Daily tasks, pending follow-ups, contact history

Marketing Optimization Loop

  • Lead status updates feed into Meta / TikTok pixels
  • Conversion tracked: Contacted → Visit → Booking
  • Helps optimize ad campaigns in real-time

CRM Built On

  • Backend: Python (Odoo Framework)
  • Frontend: Odoo Studio / JS for custom UI
  • Database: PostgreSQL
  • Integration / Automation: Webhooks, n8n / Make.com (optional)
  • Communication: WhatsApp API, Mobile Dialer

Step-by-Step Rollout

  • Setup Odoo Community CRM on VPS
  • Create lead categories & role permissions
  • Integrate Meta / TikTok leads
  • Setup WhatsApp / Call logging
  • Design dashboards & reports
  • Pilot test with HCPL leads
  • Refine workflow → Ready for ERP expansion

Minimal Investment Required

  • Odoo Community: Free
  • VPS Hosting (Hostinger KVM2): PKR 1,899 / month
  • Meta / TikTok Integration: Free via webhooks
  • Mobile Phones / WhatsApp: Existing HCPL resources
  • Total Initial Cost: Very Low

Estimated Phase 1 Completion

  • Setup + Configuration: 1–2 weeks
  • Lead Integration & Dashboards: 1 week
  • Pilot Testing & Refinement: 2–3 weeks
  • Total CRM Ready for HCPL Pilot: 4–6 weeks

Why This CRM is a Game Changer

  • Streamlines sales & marketing for HCPL
  • Tracks all leads & actions in real-time
  • Role-based dashboards for informed decision-making
  • Marketing feedback for ad optimization
  • Base for future ERP & SaaS product