CRM — Zelnoo

The CRM turns cold leads into onboarded labs and phlebotomists.

A staff sales engine that runs Zelnoo’s supply-side growth: capture leads, work them through structured pipelines, collect KYC, run email & SMS outreach, and hand a converted partner straight to the onboarding engine — with full performance analytics on top.

Next.js 14 · App Router 9 backend CRM modules Manager & Agent roles SendGrid outreach

Dual pipelines

Two supply-side journeys, each with the right gates

Labs and phlebotomists convert very differently — so each gets its own stage model with enforced gates (a lab can’t advance past “form filled” without a submission; a phlebo must clear interview and training).

🏥

Lab pipeline — 8 stages

New lead → Contacted → Interested
Form filled → Under verification
Onboarding started → complete → Converted

🧑‍⚕️

Phlebotomist pipeline — 9 stages

New lead → Contacted → Interested
Interview scheduled → done → Training
Onboarding started → complete → Converted

A drag-and-drop Kanban board drives stage transitions, with days-in-stage visible on every card.

Inside the CRM

Everything a sales team needs in one workspace

📇

Lead management

Manual entry or CSV bulk import, multi-channel contacts, disqualification reasons, full activity timeline and document vault per lead.

✅

Tasks & “My Work”

Follow-ups, document collection, verification and training tasks with priorities, due dates, snooze and an overdue/today/upcoming dashboard.

📨

Outreach

Five pre-built email & SMS templates (intro, follow-up, doc request, interview, training) with name substitution and SendGrid delivery.

🪪

KYC capture

Owner, Aadhaar, PAN, GST and bank details with verification status, a full change-log, and “verified by” attribution.

📊

Analytics

Sales funnel by stage, leads-by-source, conversion-rate trends, and a manager leaderboard with per-agent conversion rates.

🎯

Agent productivity

Daily KPI targets (calls, contacts, activities, conversions) with on-track indicators and stale-lead alerts for low-activity reps.

🔑

Role-aware by design. Managers see the whole team, auto-assign leads and read team analytics; agents see only their own book of business — enforced by the same JWT + RBAC guards as the rest of the platform.

From inbound to onboarded — one continuous thread

Capture

Leads arrive from the website partner funnel, outbound prospecting, referrals or bulk import — tagged by type and source.

Assign & work

Round-robin auto-assignment distributes leads; agents log calls, emails, meetings and notes against every stage move.

Qualify & verify

KYC is collected and verified inside the lead; gates prevent advancing without the required form or documents.

Convert

On completion the lead is handed to the onboarding engine, which provisions a live Center or Phlebotomist — linked back to the original lead.

The growth on-ramp for the whole network

The CRM is where supply enters the platform — its output becomes the labs and field workers every other system depends on.

WEBSITE →

Partner funnel

Lab & phlebotomist applications from zelnoo.com land as inbound leads, ready for an agent to work.

→ ONBOARDING

Onboarding engine

A converted lead triggers entity creation — a real Center or Phlebotomist record, with the lead’s data and agent attribution carried through.

→ ADMIN

Verification

Newly onboarded centers flow to the Admin Portal for final verification, payout setup and go-live.

↔ SENTINEL

Signup fraud

Sentinel screens lead data for duplicate PAN/Aadhaar and bot floods, protecting the funnel from fake partners.

→ MARKETING

Marketing Portal

Top-of-funnel content and campaigns feed lead volume the CRM then qualifies and converts.

CORE API ↔

Events & audit

Lead, task and activity events post to the shared event store for analytics and an immutable audit trail.