Why the Security & Surveillance Industry Needs an ERP Solution?
The security and surveillance industry plays a crucial role in protecting businesses, homes, and public spaces. With an increasing demand for CCTV systems, access control, alarm monitoring, and surveillance services, companies face several operational challenges, including:
- Lead Management & Sales Tracking: Handling inquiries from multiple channels, tracking conversions, and managing sales pipelines efficiently.
- Multi-Branch Operations: Managing security deployments, inventory, and service requests across different locations.
- Automated Customer Communication: Sending WhatsApp updates for order confirmations, installation schedules, and service reminders.
- Supplier Payment & Financial Management: Integrating with RazorpayX for automated supplier payments and expense tracking.
- Service & Maintenance Requests: Managing AMC (Annual Maintenance Contracts), repair requests, and technical support tickets.
- End-to-End Customer Feedback Cycle: Capturing customer reviews and feedback to improve service quality.
Key Features & Modules of the Secuirty & Surveillance ERP Solution
- Lead Management & CRM Automation:
- Auto Fetch Leads from Multiple Platforms: Auto-fetch leads from Google Ads, Facebook, Justdial, and direct inquiries.
- Sales Team Auto-Assignment: ssign leads to sales representatives based on location, expertise, or product category.
- Automated WhatsApp Follow-ups: Send reminders, promotional offers, and updates via WhatsApp integration.
- Customer Relationship Tracking: Maintain a full history of interactions, inquiries, and follow-ups.
- Inventory & Supplier Management:
- Multi-Branch Stock Tracking: Monitor stock levels for CCTV cameras, DVRs, biometric devices, access control systems, and other security equipment.
- Automated Restocking Alerts: Set minimum stock levels and receive notifications for reordering.
- Supplier & Vendor Management: Track supplier performance, pricing, and order history.
- RazorpayX Integration for Supplier Payments: Automate vendor payments using NEFT, RTGS, UPI, and IMPS.
- Installation & Service Management:
- Automated Installation Scheduling: Assign technicians to installation jobs based on availability and location.
- Service Request Management: Handle customer complaints, warranty claims, and repairs seamlessly.
- AMC (Annual Maintenance Contracts) Management: Automate reminders for renewals and service check-ups.
- WhatsApp Service Updates: Notify customers about appointment confirmations, technician details, and service reports.
- Financials & Billing Automation:
- Custom Quotation & Invoice Generation: Automate pricing, discounts, and tax calculations.
- Multi-Branch Financial Tracking: View revenue, expenses, and profitability for each location.
- RazorpayX Integration for Online Payments: Enable customers to pay securely via online payment links.
- Business Intelligence & Analytics:
- Sales Funnel & Performance Metrics: Track lead conversion rates, sales efficiency, and revenue growth.
- Customer & Market Insights: Identify customer preferences and market trends for better decision-making.
- Custom Reports & Dashboards: Generate project-wise performance reports, financial analytics, and lead tracking insights.
My Role & Responsibilities as a Developer
As a Frappe Developer, I was responsible for designing, developing, and deploying this Security & Surveillance ERP System with the following contributions:
- Backend Development: Built core ERP functionalities using Python & Frappe Framework.
- Database Management: Optimized data storage, queries, and multi-branch tracking in MariaDB.
- WhatsApp API Integration: Implemented automated WhatsApp messaging for customer notifications, service updates, and payment reminders.
- RazorpayX Payment Gateway Integration: Enabled supplier payment automation and online customer payments.
- CRM & Sales Automation: Developed lead tracking, follow-up automation, and customer engagement workflows.