Sales Leads CRM Development

Project: ASA Consultancy – Student Admission CRM Act as a senior full-stack developer, SaaS architect, UI/UX designer and CRM specialist. ASA Consultancy is a student admission consultancy receiving ~200 leads/day; 3 interns call leads, record remarks, follow up and convert students. Build a fully working web CRM (not a static UI/prototype) with database storage, auth, lead management, follow-ups, reporting and role-based access. 1. STACK Next.js + TypeScript, Tailwind + shadcn/ui, Supabase (PostgreSQL, Auth), Recharts, Lucide, Vercel. Clean architecture, reusable components, proper validation, secure DB policies. 2. ROLES Admin (owner) – full control: bulk upload leads (CSV/Excel); auto-distribute among interns; manual assign/reassign; view all records, intern performance, call activity, follow-ups, conversions, analytics; export reports; manage users; edit/delete with audit logs; configure statuses and targets. Intern – individual login: view only assigned leads; call from own phone; update status, interest and admission progress; add remarks; schedule follow-ups; view own targets/performance. No access to other interns' leads or admin analytics. 3. LEAD TABLE Fields: auto Student ID, Name, Phone, WhatsApp, Email, City, State, Course, College, Admission Year, Lead Source, Assigned Intern, Created Date, Lead Status, Interest Level, Last Call Date, Next Follow-up, Total Call Attempts, Latest Remark, Admission/Application/Documents/Fees Status. Searchable, filterable, sortable, paginated. Quick filters: Today's Leads, My Leads, Uncalled, Interested, Follow-ups Today, Overdue, Not Reachable, Converted, Lost. 4. STATUSES (admin-customizable) New Lead, Call Pending, Called – No Answer, Not Reachable, Call Back Requested, Interested, Not Interested, Follow-up Required, Application Started, Application Submitted, Admission Confirmed, Converted, Lost Lead. Each lead keeps full call history, not one remarks field. 5. CALL LOGGING Per call: date/time, intern, outcome, remark, interest level, follow-up date/time, duration (optional), next action. Quick-log UI: update a lead in under 30 seconds. Never overwrite remarks; each call is a separate DB record. 6. BULK UPLOAD CSV/Excel; preview; column mapping; validate phones and required fields; detect duplicate phones and show separately with skip/update/import options; summary (total, imported, duplicates, invalid); equal distribution (200 leads / 3 interns → 67/67/66), fair and configurable; manual assignment; source tag per batch. 7. ADMIN DASHBOARD KPIs: Total Leads, Leads Today, Calls Today, Leads Contacted, Interested, Follow-ups Due Today, Overdue, Applications Started/Submitted, Admissions Confirmed, Conversions, Conversion Rate. Charts (real data only): Leads vs Calls by Day, Intern Comparison, Status Distribution, Conversion Funnel, Lead Source Performance, Daily Conversion Trend, Follow-up Completion Rate. Date filters: Today, Yesterday, Last 7/30 Days, This Month, Custom. 8. INTERN PERFORMANCE (key feature) Comparison table + individual cards tracking: leads assigned, leads called, unique students contacted, total attempts, calls today/this week, interested generated, applications started, conversions, follow-ups completed/pending/overdue, avg attempts per lead, contact rate, conversion rate, follow-up completion rate. Periods: Today, Week, Month, Custom. Rank by configurable metrics, not raw calls. Separate call activity, engagement, qualified leads and actual conversions. Repeat calls to one student ≠ multiple unique contacts. 9. FOLLOW-UPS Today, upcoming, overdue (highlighted), calendar, priority leads, reminder notifications, completion tracking. Each has: student, intern, due date/time, reason, priority, status, completion remark. Ensure interested students are never forgotten. 10. PIPELINE Kanban: New Lead → Contacted → Interested → Application Started → Application Submitted → Admission Confirmed → Converted, plus Not Interested and Lost columns. Show counts per stage; track each student's movement. 11. PRIORITY Hot/Warm/Cold set by interns. Prioritize immediate-admission, callback requests, near deadlines, started applications, pending documents/fees. Show hot leads prominently. 12. REPORTS & EXPORT Daily Calling, Intern Performance, Admission Conversion, Lead Source, Follow-up, Monthly Business. Export filtered reports to CSV/Excel. Admin must see: leads uploaded today, assigned per intern, calls per intern, students who answered, showed interest, converted, top-conversion intern, uncontacted leads, overdue follow-ups. 13. EXTRA FEATURES A. Assignment: equal/manual/reassign; track assigner and history; prevent duplicate assignments. B. Timeline per student: created, assigned, calls, remarks, status changes, follow-ups, application started, admission confirmed, converted. C. Duplicates: phone is primary key for detection; show existing record before creating. D. Daily targets per intern (calls, contacts, follow-ups) with progress bars. E. Lead aging: time uncalled, interested, pending application, pending admission. F. Global search: name, phone, email, Student ID. G. Security: secure auth, RBAC, Supabase RLS (interns see only assigned leads; admin full), protect PII, audit logs, no DB secrets in frontend. H. Privacy: consent tracking, Do Not Contact flag, restricted sensitive fields, secure deletion/retention controls, minimal data collection. 14. UI/UX Premium SaaS feel: clean dashboard, professional typography, sidebar, responsive, desktop-first for calling, mobile-friendly intern view, light/dark mode, minimal clutter, fast tables, clear badges, attractive charts, toasts, confirm dialogs for destructive actions. Nav: Dashboard, Leads, My Leads, Follow-ups, Pipeline, Intern Performance, Reports, Import Leads, Team, Settings. 15. DATABASE Normalized tables: profiles, leads, lead_assignments, call_logs, followups, lead_status_history, admission_records, import_batches, import_errors, daily_targets, audit_logs. Use FKs, indexes, un