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Sunrise CRM  Centralized
Lead & Order Management Portal

DELIVERABLES
Web Portal
Development
INDUSTRY
Manufacturing &
Business Solutions
PLATFORM
Desktop-Friendly
Web-Based CRM
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Project Overview

Pavans Group designed and developed Sunrise CRM, a powerful centralized web-based CRM system for Sunrisefibc.com to efficiently manage leads, track employee performance, and streamline order processing.

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Their mission was clear

Build a centralized system to manage leads, orders, and employee performance

To achieve this, Sunrise FIBC needed more than just a spreadsheet-they needed a scalable CRM ecosystem capable of handling intricate sales workflows, multi-stage order management, and data-driven performance analytics.

Pavans Group partnered with Sunrise FIBC to design and develop a fully integrated CRM web portal, including a comprehensive admin panel and an employee panel, through our custom web application development expertise.

About The Client

Sunrise FIBC is a company specializing in the manufacturing and supply of a wide range of bulk packaging solutions, including Jumbo Bags, Container Liners, Sling Bags, and Silage Bags. They operate in a competitive B2B environment where managing numerous leads, tracking complex sales stages, and coordinating with a marketing team are critical for business growth.

  • Capture and manage leads from multiple sources (IndiaMART, Trade India, own website, etc.)
  • Assign leads to employees and track their progress through a defined workflow
  • Manage orders with features for partial deliveries and multiple tracking numbers
  • View real-time dashboards and analytics for data-driven decisions
  • Generate employee performance reports on weekly, monthly, and quarterly bases

Business Challenges

Sunrise FIBC faced several operational barriers that limited their ability to scale efficiently and manage their sales pipeline effectively.

01

Fragmented Lead Management

Leads were scattered across spreadsheets and multiple platforms, making tracking and follow-ups inefficient.

02

Limited Visibility & Control

Admins lacked real-time dashboards and performance insights for the team.

03

Manual Processes

Order tracking, status updates, and follow-ups were time-consuming and error-prone.

04

Role-based Access Gaps

No clear separation between admin oversight and employee workflows.

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Our solution: A centralized
CRM ecosystem

Pavans Group implemented a full-stack digital transformation strategy to
address these challenges.

01

Unified web-based CRM platform

We designed and developed a seamless, desktop-friendly CRM experience for both Admin and Employee users. The platform provides a consistent, intuitive interface for all lead and order management activities.

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  • Dashboard with interactive analytics

    A centralized dashboard displays key lead metrics (Total Leads, Hot Leads, Order Confirmed, etc.) with interactive graphical views for month-wise and week-wise data.

  • Advanced lead search & filtering

    Users can quickly find leads by date, status, client name, email, GST, or lead platform.

  • Export functionality

    Leads can be exported in Excel format for offline analysis and reporting.

02

Structured lead & order workflow

We developed a comprehensive module that manages the entire lifecycle of a lead and order.

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  • Staged lead status workflow

    The system enforces a clear sequence:
    Pending - Contacted - Specification - Quotation - Sample Requested - Sample Sent - Trial Order - Trial Order Sent - Order Confirmed - Cancelled/Irrelevant/Lost Deal.

  • Status notes & follow-ups

    For every status change, users can add detailed notes and schedule multiple follow-ups, ensuring no interaction is ever lost.

  • Order management

    Once an order is confirmed, it moves through stages Processing - Ready - Dispatch - Delivered. The system supports partial deliveries and multiple tracking numbers, with a complete timeline view for each order.

03

Employee performance & analytics

We built a dedicated Performance Analysis module that provides the admin with deep insights into employee productivity.

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  • Performance metrics

    Tracks leads added, leads converted to customers, follow-ups completed, and orders confirmed on weekly, monthly, and quarterly bases.

  • Performance score

    Each employee is assigned a performance score based on their activities and conversion success.

  • Follow-up discipline analytics

    The system analyzes follow-up rates and missed follow-ups to ensure high engagement quality.

04

Robust user management & access control

The platform features a secure, role-based system that ensures data integrity and appropriate access.

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  • Role-based access

    Admin users have full visibility and control over all leads and users, while Employee users can only view and manage leads assigned to them.

  • User management

    Admins can easily add, edit, disable, or manage both Admin and Employee users.

  • Employee self-service

    Employees can update their profile photo and change their password from within the system.

Key Features Delivered

Pavans Group implemented a full-stack digital transformation strategy,
delivering a suite of powerful features.

Birth Chart Generator

Comprehensive lead management

  • - Two Section Lead Creation
  • - Smart Lead Assignment
  • - Multi Platform Lead Source
Advanced order & document management

Advanced order & document management

  • - Multi Stage Order Tracking
  • - Partial Deliveries
  • - Multiple Tracking Numbers
  • - Attachments & Documents
Integrated communication & notifications

Integrated communication & notifications

  • - WhatsApp Notifications
Employee performance & analytics

Employee performance & analytics

  • - Comprehensive Performance Dashboard
  • - Key Metrics
Secure & scalable infrastructure

Secure & scalable infrastructure

  • - Role Based Access Control
  • - User Status Management
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Implementation Process

A structured five-step implementation process from discovery and design to development, deployment, and testing ensured a secure, scalable, and seamless platform launch.

  • Requirement Analysis & Planning

    Business requirements were gathered, system features were defined, and the project scope was finalized to establish a clear development roadmap.

  • UI/UX Design & Prototyping

    Wireframes and intuitive user interface designs were created, reviewed, and approved before development commenced.

  • Development

    The CRM was developed based on the approved designs, with a focus on scalability, security, and seamless performance.

  • Deployment & User Enablement

    The completed CRM was deployed to the production environment, and user training was conducted to ensure smooth adoption.

  • Testing & Quality Assurance

    Comprehensive functional, performance, and security testing was carried out to validate system reliability and ensure a successful deployment.

Business Impact (Results)

Transforming lead and order management to drive efficiency and growth.

Centralized Data

Unified all lead and order data into a single, accessible platform, eliminating silos.

Streamlined Workflows

Automated the complex lead and order lifecycle, reducing manual effort and errors.

Enhanced Visibility

Provided real-time insights into sales performance and employee productivity.

Improved Accountability

Clear assignment and tracking of leads and tasks to individual employees.

Scalable Foundation

Built a robust system capable of handling business growth and increasing data volume.

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Key differentiators that fueled success

  • User-Centric Design

    An intuitive, desktop-friendly interface designed for the specific needs of the admin and marketing team, simplifying complex sales processes.

  • Full-stack Technical Expertise

    Our expertise in PHP Laravel, HTML, CSS, and MySQL ensured a robust, secure, and high-performing application.

  • Scalable Architecture

    Built to support high traffic, complex workflows, and multi-user management from day one.

  • Business-Driven Execution

    Every feature, from the lead status workflow to the performance analytics, was aligned with Sunrise FIBC's business goals.

Conclusion

A win for operational efficiency & sales growth

Through strategic collaboration with Pavans Group, Sunrise FIBC successfully implemented Sunrise CRM - a modern, intuitive web portal that centralizes lead management and empowers the team with powerful Admin and Employee tools.

Sunrise CRM didn't just build a system - they built a growth engine for their business.

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Ready to build your custom CRM ?

If you're looking to develop a custom CRM, admin panel, or internal management
system, Pavans Group can deliver the same quality and efficiency.

Contact Us