CRM Architecture Blueprint

Interactive system specification, architecture flow, and sitemap.

CRM Blueprint — Full Specification

Core Modules

1 Integration Hub

The nerve centre of the CRM. Each lead source connects via a dedicated method, taking only 5–15 minutes to configure. Paste an API key or webhook URL, map the fields, and leads flow automatically.

  • TradeIndia & IndiaMart: Webhook/API push.
  • Facebook Lead Ads: Native API real-time sync.
  • Google/LinkedIn Ads: Webhooks & Ext. integrations.
  • Website: Embeddable JS snippet.

2 Lead Intake Engine

Every incoming lead passes through an automated intake pipeline, requiring zero manual entry.

  • De-duplication: By phone or email.
  • Source Tagging: Auto-identifies origin.
  • Scoring & Routing: Round-robin or rules-based assignment.

3. Leads Module

Each lead gets a comprehensive profile card. Bulk actions allow users to reassign, tag, or enrol leads into drip sequences. Statuses move from: New → Contacted → Qualified → Proposal → Negotiation → Converted/Lost.

4. Drip Campaign Engine

A visual sequence builder for multi-step journeys. Set Triggers (no reply, link clicked), build Steps (Email/SMS/WA), add Delays, and use Conditional Branches.

5. Deals Module

Qualified leads convert to Deals on a Kanban pipeline (Discovery → Proposal → Demo → Negotiation → Won/Lost). Includes revenue forecasting based on deal probability.

End-to-End Flow Example

"A buyer fills out a Facebook form. The API pushes it to the Hub in seconds. The Intake Engine tags it 'Facebook', scores it, and assigns a rep. A welcome email triggers automatically. After 2 days, an SMS fires. The lead clicks the link, pinging the rep. The rep qualifies the lead, converts to a Deal, and moves it down the pipeline."

Architecture Flow

Lead Sources
TradeIndia
IndiaMart
Facebook Ads
Google Ads
LinkedIn Ads
Web Forms
Integration Hub — API Connectors & Webhook Listeners
Auto-captures leads via API keys, webhooks, embed forms, native connectors
Lead Intake Engine
De-duplicate • Enrich • Source-tag • Score • Auto-assign owner
New Lead Created
Lead card • Timeline
Auto-Router
Rules-based • Round-robin
Duplicate / Merge
Merge or flag for review
Drip Automation Engine
Drip Campaign Engine
Trigger-based • Time-delay • Behaviour-based • Multi-channel
Trigger
New lead/action
Delay
Hours/days
Send
Email/SMS/WA
Condition
Open? Clicked?
Next
step / end
Lead Lifecycle
New
Contacted
Qualified
Proposal
Negotiation
Deal ★
Deals Module
Deals Pipeline
Value • Stage • Expected close • Owner • Products • Notes
Discovery
Proposal
Demo/POC
Negotiation
Won ✓
Lost ✕
Analytics & Reporting
Source Analytics
Lead volume
Drip Reports
Open/Click stats
Deal Pipeline
Revenue forecast
Notifications & Tasks
Email Alerts
SMS Alerts
Tasks
In-App Alerts

Platform Sitemap

CRM Platform
Dashboard
KPI Overview
Activity Feed
My Tasks
Source Stats
Leads
All Leads
Lead Detail
Import Leads
Segments
Contacts
All Contacts
Companies
Timeline
Custom Fields
Deals
Kanban Board
Deal Detail
Forecast View
Won / Lost Log
Campaigns
Drip Builder
Email Templates
SMS Templates
Automation Rules
Integrations
Source Setup
Webhooks
API Keys
Form Embed
Reports
Lead Reports
Deal Reports
Campaign Stats
Custom Reports
Settings & Global
Users & Roles
Email Config
Pipeline Config
Notifications
Audit Logs
Integration Setup Guide
TradeIndia
Webhook / API
IndiaMart
IVR API Push
Facebook
Lead Ads API
Google Ads
Lead Form ext.
LinkedIn
Gen Forms API