ojas crm deshboard

Project Title: CRM Dashboard Development for OJAS Ayurveda

• Multi-Channel E-Commerce Platform

─────────────────────────────────────── PROJECT OVERVIEW ───────────────────────────────────────

OJAS Ayurveda (ojasayurveda.com) is a growing D2C and B2B Ayurvedic wellness brand based in Jaipur, India. The platform sells across categories including Skincare, Digestion, Immunity, Hair Care, BP Care, Sugar Care, and a dedicated Kids Section. We are looking for an experienced developer to build a centralised CRM and Admin Dashboard that unifies our multi-channel order management, customer data, shipping, and invoicing operations into a single, efficient system.

─────────────────────────────────────── BUSINESS CONTEXT ───────────────────────────────────────

OJAS currently operates across four distinct sales channels:

1. Direct Website (ojasayurveda.com) — B2C customers browse, register, and purchase directly
2. Social Media (Instagram & Facebook) — Customers arrive via direct links or DMs and purchase via the website
3. Referral / Affiliate Network (OJASAdvisors) — Referral agents share QR codes and referral links; customers scan and purchase
4. B2B / Shop Owners — Bulk orders placed by retail shop owners, verified by the OJAS support team before fulfilment

Each channel generates orders that currently need to be tracked, verified, and fulfilled separately. The CRM must consolidate all of these into one unified workflow.

─────────────────────────────────────── CRM DASHBOARD

• KEY MODULES REQUIRED ───────────────────────────────────────

1. UNIFIED ORDER QUEUE

• Aggregate orders from all 4 channels (B2C website, Social DM, Referral, B2B bulk)
• Display order ID, customer name, channel source, order value, and payment status
• Flag B2B orders for support team verification before processing
• Filter and sort by channel, date, status, and order value

1. CUSTOMER MANAGEMENT

• Profiles for B2C customers, referral advisors, and B2B shop owners
• Purchase history, loyalty coins balance, and membership tier (e.g. Platinum)
• Track referral activity and commissions for OJASAdvisors

1. SHIPPING & LABEL MANAGEMENT

• Auto-generate shipping labels for standard B2C orders
• Separate label flow for B2B bulk/freight orders
• Track shipment IDs, courier details, delivery status, and current location
• Integration with courier APIs (e.g. Shiprocket, Delhivery)

1. INVOICING CENTRE

• Auto-generate B2C tax invoices and B2B invoices upon order confirmation
• Support both standard and GST-compliant invoice formats
• Invoice history with download/print options

1. LABEL GENERATION

• Standard shipping label generator (B2C)
• B2B freight label generator for bulk dispatch
• Labels to include shipment ID, customer name, address, and order reference

1. MEMBERSHIP & SUBSCRIPTION TRACKING

• Manage OJAS Platinum Membership (monthly prepaid packages)
• Track active subscriptions, renewal dates, and prepaid delivery schedules
• Verified Platinum badge logic per customer account

1. ANALYTICS & REPORTING

• Sales by channel, category, and product
• Customer acquisition source breakdown
• Top-performing referral advisors
• Revenue trends and order volume reports

─────────────────────────────────────── TECH PREFERENCES ───────────────────────────────────────

• Frontend: React.js or Next.js (clean, responsive admin UI)
• Backend: Node.js or Python (Django/FastAPI)
• Database: PostgreSQL or MongoDB
• Integrations: Payment gateway (Razorpay/PayU), courier APIs, WhatsApp Business API (for DM order flow)
• Hosting: AWS / GCP / DigitalOcean

─────────────────────────────────────── DELIVERABLES ───────────────────────────────────────

✔ Fully functional CRM admin panel ✔ Multi-channel order aggregation ✔ Automated label and invoice generation ✔ Referral/advisor tracking module ✔ Membership and subscription management ✔ Role-based access (Admin, Support Team, Logistics) ✔ Mobile-responsive design

─────────────────────────────────────── IDEAL CANDIDATE ───────────────────────────────────────

We are looking for a developer or small team with:

• Proven experience building CRM or ERP dashboards
• Strong full-stack skills (React + Node/Python)
• E-commerce integration experience (Shopify, custom platforms, or similar)
• Familiarity with Indian logistics and payment APIs
• Clean code, good documentation, and reliable communication

We will begin with a scoped Phase 1 (Unified Order Queue + Shipping Module) and expand into further modules based on delivery quality. Long-term collaboration preferred.

Budget: USD 349 (Fixed Price)

Proposals: 10 freelancers have applied