CRM

Build a professional CRM with customizable templates. Perfect for managing your own client relationships or as a base for a commercial SaaS product.

RMC Manager template preview

RMC Manager

$49

RMC ERP System – Full Structured Documentation 1. SYSTEM OVERVIEW A complete Ready Mix Concrete (RMC) plant ERP Manages entire business flow: Client management Sale orders Planning Dispatch Inventory Fleet Gate entry Finance Reporting Automations 2. MODULES & FEATURES 2.1. DASHBOARD (Main Control Center) What it Shows Live business KPIs Today’s schedule vs dispatched Monthly dispatch trends Real-time material stock levels Outstanding balance Recent dispatches Material consumption table Key Features Live Stock Monitor (cement, fly ash, sand, aggregates, diesel, admixture) Today’s stats: schedule qty, dispatched qty, trips, cement inward Monthly dispatch (chart) Customer-wise & grade-wise production Vendor inward reports How it Works Pulls data from Planning, Dispatch, Inward, Consumption Auto-calculates with date filters Export-enabled 2.2. CLIENT MANAGEMENT Clients Page – Functions Add/Edit/Delete clients Store company info, GSTIN, contact details Credit limit management Balance tracking (pending or advance) Multiple site addresses Block/Unblock client Sync All Balances Client Workflow Create client Set credit limit Add site addresses System auto-updates balance from orders/dispatches/payments Client Detail Page – Shows Client profile All site addresses Ledger view (debit/credit history) Payment manager Orders list Invoice generator (GST) Financial summary Block/Unblock Client Ledger Page Full financial transactions Running balance with GST Export to CSV Balance Logic Dispatch = Debit (adds balance) Payment = Credit (reduces balance) Positive = Client owes you Negative = Advance 2.3. SALE ORDER MANAGEMENT Features Multiple grades per order Custom mix option Multiple site addresses Price control per grade Placement mode (Pumping/Manual/All) Profit calculation Order status flow Approval workflow Order Creation Workflow Select client Add grades & qty Select site addresses Set prices Optional custom mix System calculates cost Submit for approval Sale Order Detail Page Full breakdown Price & dispatched status Edit order Fix dispatch rates Profit summary 2.4. PLANNING MODULE Features Create schedules from approved orders Select grade, qty, delivery time Priority tagging Calendar view Planning statuses Workflow Select order Choose grade Enter planned date/time Add instructions System tracks planned vs dispatched qty 2.5. DISPATCH MANAGEMENT Core Functions Create dispatch from planning or manual Auto DC numbering (DC01, DC02…) Auto Docket numbering Auto Trip numbering Cumulative qty display Vehicle & driver assignment Slump & temperature 4-copy challan printing Technical batch report Dispatch Creation Workflow Choose plan or manual Select client Select site address Select grade & rate Enter quantity Select truck/driver Enter departure time Submit System then: Generates DC Updates planning & order Creates ledger entry Updates client balance Sends email + SMS On Delete Moves to delete history Restores planning qty Adjusts client balance Deletes ledger entry Re-sequences trip numbers Sends email Dispatch Screens Today’s Dispatches: Active only Dispatch History: All records + deleted (red) 2.6. VENDOR & PROCUREMENT Vendor Features Add/Edit/Delete vendors Track GST, PAN, credit terms Vendor rating Track total orders & purchase value Quotations Store vendor quotations Material-wise pricing Price comparison Approval workflow 2.7. INVENTORY MANAGEMENT Store Module Features Item categories: Raw materials, spares, fuel, tyres, safety, stationary Stock tracking Item master Minimum stock alerts Weighted average cost Direct & weighbridge entries Issue & return management Store Dashboard Raw material summary Other item summary Today’s inward Issue history Inward Module Features Raw material inward Weighbridge + Royalty support Vendor selection Document upload Quality checks Approval workflow Auto stock update Types Direct Weighbridge Royalty Consumption Module Tracks Opening stock Inward Consumption Closing stock Material-wise usage Daily Workflow Yesterday’s closing → Today’s opening Add inward Add consumption System calculates closing Smart Features Shows source of stock Negative stock warnings Unit conversion 2.8. FLEET MANAGEMENT Vehicles Tab Transit Mixer / Truck / Pump / Loader Ownership type Empty weight, mileage, RC/insurance expiry Driver assignment Status (active/inactive/maintenance) Drivers Tab Driver list with photo License details & expiry Phone numbers Assignment tracking Fuel Entries Tab Odometer tracking Fuel quantity & rate Mileage auto-calculation Fuel bill upload Diesel stock integration Fuel Workflow Select vehicle & driver Enter odometer Enter fuel qty System calculates KM driven, mileage, amount Diesel Management Diesel stock Inward Consumption (vehicle-wise) Purpose tracking 2.9. GATE KEEPER MODULE Features Record IN/OUT Purpose selection Link vendor/dispatch Vehicles currently inside Export logs Search/filter Workflow Vehicle IN Purpose selection Vehicle OUT Auto time calculation Special Access abc@gmail.com → Only Gate Module 2.10. GRADES MANAGEMENT Features Create/update grades (M20–M40 etc.) Standard composition per m³ Material requirements Selling price Estimated cost Profit margin Used For Sale orders Dispatch batch report Consumption forecasting 2.11. REPORTS MODULE Available Reports Stock valuation Dispatch history Daily stock Inward vs consumption Vehicle fuel usage Driver fuel Sales orders Client dispatch summary Store ledger Export CSV Date filters 2.12. FINANCIAL SYSTEM Money Flow Dispatch → Base amount 18% GST Ledger entry Balance increases Payment → Credit entry Balance decreases Balance Types Positive (Dr) → Client owes Negative (Cr) → Advance Ledger Entries Auto-Created For Orders Dispatches Payments Adjustments Cancellations Rejections 2.13. AUTOMATION & WORKFLOWS A. DC Number Automation Sequential DC01, DC02… Stored in Company Profile Auto-increment Renumber tool available B. Docket Number Automation Sequential (01, 02, 03…) Synced with DC C. Trip Numbering Auto-increment per planning Re-sequenced after delete D. Stock Updates Inward → Increase Issue → Decrease Consumption → Update closing Return → Increase E. Planning Status Automation New Planned Partially Dispatched Fully Dispatched Cancelled F. Sale Order Status Automation Pending Approval Approved Partially Planned Fully Planned Partially Dispatched Completed G. Email Notifications Sent when: Dispatch created/edited/deleted Sale order created/approved/rejected Client added/blocked/unblocked Payments received Balance adjustment Recipients: abcd@gmail.com abc@gmail.com H. SMS Notifications Sent when dispatch created (Twilio): DC number Qty Grade Truck number ETA 2.14. DIAGNOSTIC TOOLS DC Diagnostic Scans active + deleted DCs Finds duplicates Identifies gaps Shows expected vs actual DC Renumber Re-numbers all dispatches Updates ledger Resets counters Useful after deletions or migration 2.15. HISTORY & RECOVERY Features All deleted items shown Filter by type View details Restore deleted records Shows who deleted + when Logs deletion reason Workflow Record deleted → Saved to DeletedRecord → Admin restores 2.16. ACCESS CONTROL Super Admins abcd@gmail.com abcde@gmail.com abcdef@gmail.com Email-Based Access nandkishor → Manager sharad → Manager kuldeep → Mixed hamid → Limited planning/dispatch gate → Gate module only store → Store & fleet Custom Roles Admin Manager Sales Planning Dispatch Store Keeper Gate Keeper Grade Master Page Access Managed From Access Control Module 2.17. SETTINGS MODULE A. General Settings Company details Theme selection (9 themes) Counters for DC/Docket Notification email list B. GST Sync Scans ledger Ensures 18% GST also without 18% GST Fixes historical issues C. Data Backup & Restore Full JSON backup Restore any system Module clear D. Sale Order Renumber Re-sequences orders chronologically Updates planning, dispatch, ledger 2.18. DATA FLOW (END-TO-END WORKFLOW) 1. Client Onboarding Create client → Add sites → Set credit limit 2. Quotation & Order Create SO → Add grades → Set pricing → Submit → Approve 3. Production Planning Create planning → Schedule → View calendar 4. Material Procurement Vendor quotes → Purchase -> Inward entry → Stock update 5. Daily Operations Check plans → Dispatch → Batch report → Consumption entry 6. Delivery Tracking Gate IN → Loading → Gate OUT → Delivered 7. Financial Reconciliation Dispatch debit → Payment credit → Invoice generation 8. Reporting Stock → Dispatch → Financial → Fleet reports 2.19. KEY AUTOMATIONS SUMMARY Auto numbering (DC, Docket, SO, Trips) Auto stock updates Auto ledger entries Auto GST Auto status updates Auto email & SMS alerts Auto mileage calculation Auto-delete history logging 2.20. SPECIAL FEATURES Multi-site clients Custom mix designer Profit calculation Credit control system Dual pricing (Pumping/Manual) Quality tracking 4-copy challans Technical batch reports Royalty & weighbridge support Issue-return cycle Document uploads Activity log 3. SUMMARY (FINAL) Your ERP delivers: 18 modules 20+ screens 15+ database entities End-to-end automation GST compliance Inventory + Fleet + Dispatch + Finance integration Mobile-responsive modern UI Full backup & restore Professional reporting A complete production-ready RMC ERP system.

Anubhav Mishra2 clones

Marketing & Sales · HR & Legal +3

FitTRack Pro Gym Management template preview

FitTRack Pro Gym Management

$29.99

🏋️ FitCRM Pro — Gym & Fitness Management System FitCRM Pro is a powerful, all-in-one gym and fitness CRM designed to help fitness businesses manage clients, workouts, payments, and progress from a single modern dashboard. Built for scalability and ease of use, it streamlines daily gym operations while delivering a premium client experience. 🚀 Key Features 👥 Client Management Easily add, manage, and track all gym members with complete profiles, activity history, and engagement insights. 📊 Smart Dashboard Real-time overview of active clients, plans, upcoming sessions, and business performance metrics. 🗓️ Session Scheduling Schedule personal training sessions with automated reminders and calendar management. 💪 Workout Plan Builder Create personalized workout programs with structured exercises and track client performance over time. 📈 Progress Tracking Visual charts for weight, body metrics, and wearable device data to monitor client improvements. 💳 Payments & Packages Manage membership packages, track payments, and monitor revenue efficiently. 🔐 Access Control Role-based permissions for admins, trainers, and staff to ensure secure operations. 🎯 Referral System Built-in referral tracking to help grow your fitness business organically. 🎨 Modern Professional UI Clean dark sidebar navigation Mobile-responsive design Fast and lightweight performance Premium SaaS-style interface Easy to customize and white-label ⚠️ Important Note (Plan Requirement) 🔹 Base44 Pro Plan Required Modifications, enhancements, and advanced customizations require an active Base44 Pro plan Bug fixes and performance optimizations may require Pro features Some automation, scaling, and advanced permissions depend on Pro capabilities 👉 Buyers using the free plan may have limited editing and advanced feature access. 🧠 Perfect For Gyms & fitness centers Personal trainers Fitness studios CrossFit boxes Wellness coaches Multi-branch gym businesses ⚡ Built for Scale FitCRM Pro is designed to handle growing fitness businesses with smooth performance, secure data handling, and flexible customization options.

Superior Tech2 clones

Operations · Data & Analytics +1

 E-commerce Platform: B2C Retail & B2B Solutions template preview

E-commerce Platform: B2C Retail & B2B Solutions

$19

Unified E-commerce Platform: B2C Retail & B2B Solutions This platform is a comprehensive digital solution designed to serve both individual customers (B2C) and business clients (B2B) with distinct yet integrated functionalities. It streamlines product sales, order management, and provides specialized tools for business partnerships. Module 1: Retail E-commerce (B2C) - For Individual Customers Features: Engaging Home Page : Dynamic hero banners, highlighted product categories, featured products, and customer testimonials. Intuitive Product Catalog (Shop Page) : Browse a wide range of fire safety equipment. Powerful search functionality. Filtering by product categories (e.g., Fire Extinguishers, Alarms, Cylinders). Sorting options (price, newest, relevance). Detailed Product Pages : High-quality images, comprehensive descriptions, technical specifications, and clear pricing. Shopping Cart Management : Add/remove items easily. Adjust quantities before checkout. Real-time subtotal and total calculations. Streamlined Checkout Process : Secure multi-step flow. Collection of shipping address and contact details. Payment method selection (e.g., Cash on Delivery, Online Payment options – currently with a dummy payment option for testing B2B plans). "My Orders" Section : View historical orders, track current order status, and access order details. User Account Management : Personal profile management, past order history access. Informational & Support Pages : Dedicated "About Us" and "Contact Us" sections. WhatsApp Direct Support : Quick access to customer support via a WhatsApp button. Responsive & Modern Design : Adapts seamlessly to any screen size (desktop, tablet, mobile). Smooth User Experience : Preloaders for content loading, clear toast notifications for actions and feedback. Benefits for B2C Customers: Easy Shopping : Find and purchase products quickly and efficiently. Informed Decisions : Access to detailed product information helps customers choose the right products. Convenience : Manage orders and personal details from a single account. Transparency : Clear order tracking and accessible order history. Trust & Support : Easy access to support builds confidence and resolves queries fast. Seamless Experience : A modern, responsive design provides an enjoyable shopping journey. Module 2: B2B Client Management - For Business Partners Features: B2B Onboarding Portal : Dedicated application process for businesses to register. Real-time status updates on their application (pending, approved, rejected). Flexible B2B Plans : Choice of Basic, Pro, and Premium subscription tiers. Each plan offers varying discount percentages and exclusive features. Option for monthly or yearly billing cycles. Personalized B2B Dashboard : Custom dashboard for approved and active B2B clients. Displays active plan, expiry date, and remaining days. Summary of total orders and total amount spent. Quick links to shop and manage their B2B account. Exclusive Price List : A dedicated section displaying products with pricing adjusted to their specific B2B discount. Integrates any custom pricing agreements set by account managers. Automated GST Invoice Generation : Ability to download professional, GST-compliant PDF invoices for all delivered orders. Invoices include detailed GST breakdowns, HSN codes, and company information for compliance. Subscription Renewal Alerts : Timely notifications for expiring plans with renewal options. Benefits for B2B Clients: Exclusive Pricing : Access to special discounts and custom rates, leading to cost savings. Streamlined Procurement : Easy product discovery and purchasing tailored to business needs. Financial Compliance : Automatically generated GST invoices simplify accounting and tax processes. Efficiency : Centralized dashboard to manage orders, pricing, and invoices. Scalability : Plans designed to meet varying business needs, from small enterprises to large corporations. Dedicated Support : Higher-tier plans offer priority support and dedicated account managers. Module 3: Admin Panel - For Platform Administrators Features: Comprehensive Admin Dashboard : Centralized view of key business metrics, including B2B application statuses, order summaries, and sales analytics. Product Management : CRUD (Create, Read, Update, Delete) operations for all products. Manage product names, descriptions, images, categories, specifications, stock levels, and status (active/inactive). Order Management : View, filter, and update the status of all incoming orders (pending, confirmed, processing, shipped, delivered, cancelled). Customer & B2B Client Management : Review and manage B2B applications (approve, reject, add internal notes). Manage B2B subscriptions: edit plans, status, expiry dates, and apply custom pricing for specific products per client. Add and manage client tags (e.g., "High Value", "Frequent Buyer"). Inquiry Management : Track and respond to all customer inquiries. Inventory Control : Monitor and adjust stock levels for all products. Category Management : Organize, add, edit, and delete product categories, including icons and sorting order. Advanced Analytics Dashboard : Visualizations (charts, graphs) for subscription performance, revenue trends, and client activity. Track B2B revenue, subscription plan distribution, and identify top-performing clients. B2B Communication Tools : B2B Messaging Tab : Send targeted email communications to B2B clients using pre-defined templates (Welcome, Expiry, Offer, New Product). Supports dynamic data insertion for personalization. AI-Assisted WhatsApp Script Generator : Generate personalized WhatsApp marketing scripts for clients, with multi-language support (English, Hindi, Hinglish), based on client data and offer types. Secure Access : Protected by an AdminGuard to ensure only authorized personnel can access sensitive areas. Benefits for Administrators: Centralized Control : Manage all aspects of the e-commerce platform from a single, intuitive interface. Operational Efficiency : Streamline product, order, and customer management tasks. Informed Decision Making : Real-time analytics provide insights into sales, customer behavior, and B2B performance. Enhanced B2B Relationships : Tools for personalized communication and custom pricing help nurture business clients. Scalability : Easily manage a growing product catalog and customer base. Compliance : Tools for GST invoice generation and secure client data management. Security : Robust access control protects sensitive business information.

Anubhav Mishra2 clones

Marketing & Sales · Finance +3

Photographer services template preview

Photographer services

$99

🎯 What is PhotoCRM? PhotoCRM is an all-in-one business management solution that helps photography studios manage clients, bookings, galleries, and communications from a single beautiful interface. Stop juggling spreadsheets and multiple tools—PhotoCRM automates the administrative work so photographers can focus on what they do best: taking amazing photos. ✨ Key Features 📋 Client Management Centralized client database with contact information and history Track bookings, spending, and communication for each client Referral tracking system with reward management Client status pipeline (Lead → Active → Past) 📅 Smart Booking System Online booking with real-time availability Public booking page for clients to self-schedule Package selection with customizable add-ons Automatic confirmation emails and reminders Google Calendar integration (sync bookings automatically) 📸 Gallery Delivery Create and share beautiful online galleries Upload and organize photos by session Private gallery links with access codes Track photo counts and delivery status Client-friendly viewing experience ⏰ Availability Management Visual calendar to set working hours Block off dates and manage time slots Recurring availability patterns Prevent double bookings automatically 💼 Package & Pricing Create custom photography packages Define pricing, duration, and deliverables Offer optional add-ons and upgrades Track package popularity and revenue 📧 Email Automation Booking confirmation emails Session reminders (24 hours before) Gallery delivery notifications Follow-up sequences Email templates included 🎁 Referral Program Track referrals from existing clients Monitor referral conversion rates Reward management system Identify top referrers 📊 Dashboard & Analytics Revenue tracking and reporting Upcoming bookings overview Active galleries summary Client statistics and insights

Navarro Tech1 clones

Marketing & Sales · Operations +1

LeadGenius AI: Sales Intelligence & Outreach template preview

LeadGenius AI: Sales Intelligence & Outreach

$999

Unleash the full potential of your sales strategy with LeadGenius AI, the ultimate platform for sales intelligence and automated outreach. Seamlessly generate high-quality leads, enrich prospect data, and streamline your communication, all powered by an unparalleled integration of diverse data sources. Key Features: Comprehensive Data Insights: Access a vast array of information from over 30 integrated sources including geo-localization, web search engines, advanced AI, company registries (CNPJ), Brazilian public data, address verification, health sector insights, financial and economic indicators, education directories, government portals, international business data, reputation checks, telephony details, social media profiles, domain intelligence, commercial records, job market data, and automotive information. Intuitive Dashboard: Get a bird's-eye view of your operations, track performance, and make data-driven decisions at a glance. Demand Management: Define, organize, and manage your lead generation campaigns with precision. Powerful Lead Management: Capture, track, and nurture leads effectively, ensuring no opportunity is missed. Smart Email Campaigns: Execute targeted email blasts, personalize messages, and monitor engagement with ease. Integrated Phone Outreach: Connect with leads directly via phone, WhatsApp, and other channels. Robust Data Sources Hub: Manage and configure all your data integrations in one central place. Operator Control Center: Empower your sales team with tools for efficient lead interaction and follow-up. Advanced Export & Reporting: Generate detailed reports and export critical data for deeper analysis and strategy refinement. Flexible Configurations: Customize your platform settings, API keys, and preferences to fit your unique business needs. LeadGenius AI empowers your business to identify, engage, and convert prospects with unprecedented efficiency and intelligence. Transform your sales process and drive growth today!

CLAUDIO SANTOS DA SILVA1 clones

Marketing & Sales · Operations +1

GestionAlmacen template preview

GestionAlmacen

$5

Application Name: Warehouse Manager General Purpose: This is a comprehensive administrative management application designed for PYMEs, allowing them to efficiently manage their warehouse and optimize key processes related to inventory, sales, customers, and suppliers. Key Solutions and Features: Dashboard: Solution: Provides a quick and consolidated view of the business's health. Aids the Owner: can instantly see important metrics, such as total products in stock, weekly sales, customers with outstanding balances, and stock alerts. This allows him to make quick and strategic decisions without having to search for information in different places. Product Management (Inventory): Solution: Allows for registering, updating, and controlling product stock, including barcodes, prices, categories, and expiration dates. With the recent integration, it now allows for barcode scanning. Aids the Owner: Stock Control: Prevents stockouts or excess inventory. Alerts: Notifies you about products with low stock or nearing their expiration date, minimizing losses due to expired products and ensuring availability. Efficiency: Barcode scanning streamlines product loading and updates, reducing manual errors. Pricing: Maintains a clear record of purchase and sale prices. Customer Management (Accounts Receivable): Solution: Maintains a detailed record of customers, their contact information, and, crucially, their current balance and credit limit. Support for the Owner: Credit Control: Enables accurate tracking of credit sales and partial payments, facilitating collections management and minimizing the risk of bad debts. Centralized Information: All customer data, including their purchase and payment history, is easily accessible. Sales Management: Solution: Records all sales transactions, differentiating between cash, credit, and partial payments. Now, with the recent integration, it allows you to add products by scanning barcodes. Owner Support: Accurate Record Keeping: Ensures precise control of each sale and the amounts involved. Automatic Updates: When a sale is recorded, product stock is automatically updated. If it's a credit sale, the customer's balance is also adjusted. Point-of-Sale Efficiency: Barcode scanning speeds up the sales process, making customer service faster and more efficient. History: Allows you to view sales history for analysis. Supplier and Order Management: Solution: Manages supplier information and records orders placed with each supplier, with product details and statuses. Owner Support: Supplier Relationship Management: Keeps contact and product information for each supplier organized. Purchase Control: Allows you to track orders, ensuring they are received on time and correctly, and helping you plan future purchases. AI Marketing: Solution: Generates smart promotional messages for products with low stock or nearing expiration, using artificial intelligence. Owner Support: Automated Promotion: Facilitates the creation of marketing campaigns to move stagnant or near-expiration products. Time Savings: Beto simply copies and pastes the generated message to their social media or WhatsApp groups, eliminating the need to write texts from scratch. Loss Reduction: Helps sell products before they expire or replenish stock before it runs out. Configuration and Users: Solution: Allows management of user information and roles (administrator/user), ensuring that each person has the appropriate access to the application's functions. Owner Support: Security: Ensures that only authorized personnel have access to certain critical functions (such as product deletion or supplier management). Administrator Role: Beto has full control over the system and can assign roles. In short, the "Warehouse Manager" application transforms manual and potentially chaotic management into an organized, efficient, and automated system. It saves you time, reduces errors, minimizes losses, and provides you with the information you need to make better business decisions.

Héctor Puertas1 clones

Operations · Finance +1

So, what are we building?

Start building