Streamlined Sales-to-Delivery Workflow Management
Complete workflow management for Next-Gen Business Consultancy Private Limited
| Booking ID | Client | Service | Amount | Status | Created |
|---|---|---|---|---|---|
| BK001 | TechStart Solutions | Digital Transformation | ₹25,00,000 | Pending Verification | 2024-01-15 |
| Booking ID | Client | Amount | Transaction ID | Payment Proof | Actions |
|---|---|---|---|---|---|
| BK001 | TechStart Solutions | ₹25,00,000 | TXN123456789 |
|
Greeting: Good morning/afternoon, sir/madam. This is [Your Name] calling from Next Gen Business Consultancy Private Limited. This is a verification call.
Confirmation: May I kindly confirm the name of your company and your full name?
Service Confirmation: You had recently connected with us regarding [service]. As part of that engagement, you also paid a consultation fee. Based on that, we will be assisting you with [specific services].
Non-refundable Notice: Please note that the consultation charge is non-refundable.
Next Steps: Our legal team will contact you shortly and send you an Undertaking Document via email. Kindly review, sign, and stamp the document, then return it to us.
Security Notice: Please ensure any payments are transferred only to our official account. If anyone asks for payment to a third-party account, please avoid it and report immediately.
| Booking ID | Client | Service | Amount | Contact Info | Call Status | Actions |
|---|---|---|---|---|---|---|
| BK001 | TechStart Solutions | Digital Transformation | ₹25,00,000 | contact@techstart.com +91 9876543210 |
Pending |
| Booking ID | Client | Service | Document Type | Status | Actions |
|---|---|---|---|---|---|
| BK001 | TechStart Solutions | Digital Transformation | Consulting Agreement | Ready for Processing |
Upload Signed Document
|
| Project ID | Client | Service | Current Stage | Assigned To | Actions |
|---|---|---|---|---|---|
| PRJ001 | TechStart Solutions | Digital Transformation | Ready for Assignment | - |
| Project ID | Client | Service | Progress | Deadline | Status | Actions |
|---|---|---|---|---|---|---|
| PRJ001 | TechStart Solutions | Digital Transformation |
25%
|
2024-02-15 | In Progress |
Streamlined process ensuring accountability, transparency, and efficient project delivery
Each stage has defined responsibilities with document trails, ensuring every team member knows their role and deliverables.
Dual verification system with payment proof upload and Razorpay integration ensures secure financial transactions and reduces payment disputes.
Service-specific agreement templates and signed document management ensure legal protection and clear project scope definition.
Three-tier assignment system (Manager → Team Leader → Operations) ensures optimal resource allocation based on service expertise.
Real-time status updates from booking to completion provide full visibility into project progress for all stakeholders.
Auto-assignments between stages reduce manual handoffs, minimize delays, and ensure consistent process execution.
Multiple approval gates and document verification steps reduce project risks and ensure quality control at every stage.
Structured workflow easily accommodates business growth with clear team hierarchies and service-based assignments.