CertCRM — Workflow Wireframes
Mid-fidelity desktop screens mapped from the Lead → Certification → Renewal wireflow. Pan to explore each stage.
01 · Lead Capture & Creation
Capture leads from Meta, Google, Referral, Direct Call & Walk-In — with source-specific detail fields.
A · Create Lead
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Create Lead
Search…
Lead Details
Rajesh Kumar
+91 98765 43210
rajesh@acme.in
Priya Sharma ▾
Need ISO 9001 certification for manufacturing unit, 2 branches.
Meta Ads ▾
Pending (Default)
Create Lead
Cancel
Source Details — Meta Ads
Summer-ISO-Drive
Instagram · Set 3
/iso-9001-india
Referral fields (Referral Name, Referral Type) appear automatically when Lead Source = Referral.
02 · Telecaller Workflow & Call Status
Telecaller views lead, calls, logs notes, and sets one of 9 call outcomes — each triggers its own follow-up rule.
A · Telecaller Dashboard
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Priya's Dashboard
Search…
Today's Calls
32
Pending Calls
11
Follow-ups Due
7
Converted
5
Call Queue — Today
Lead
Source
Status
Rajesh Kumar
Meta
Pending
Call
Meera Textiles
Direct
Not Reachable
Call
Sunita Mehta
Referral
Follow Up
Call
Anil Construction
Walk-In
Pending
Call
Follow-up Reminders
Sunita Mehta
Due today · 3:00 PM
Kiran Foods
Due today · 5:30 PM
Verma Pharma
Tomorrow · 11:00 AM
Reminders also push to browser & SMS / Email (optional)
B · Lead Detail + Update Call Status
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Leads /
Rajesh Kumar
📞 Call Now
Lead Details
Mobile
+91 98765 43210
Email
rajesh@acme.in
Source
Meta Ads · Instagram
Requirement
ISO 9001 · 2 branches
Call Notes
🎙 Recording optional
Spoke briefly. Interested in ISO 9001, wants quote. Asked to call back tomorrow afternoon.
Recent Activity
Follow Up set · Today 2:10 PM
Lead created · Yesterday 6:45 PM
Update Call Status
Select an outcome to trigger its follow-up rule
RNR Ring No Response
Follow Up
Busy / Call Back
Not Reachable
Speaking w/ Someone
Not Interested
Junk
✓ Converted
Follow Up — schedule
10 min 1 hour Tomorrow Custom date
✓Notify / Reminder
Save Call Status
03 · Conversion → Company Info & Quotation
Converted leads collect full company info, route to sales, and receive a structured quotation. Customer response branches to Accept / Negotiate / Close.
A · Collect Company Information (converted lead)
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
CONVERTED
Global Steel Pvt Ltd
Forward to Sales →
Company Details
Global Steel Pvt Ltd
27ABCDE1234F1Z5
Manufacturing ▾
120
2009
globalsteel.in
Business Details
₹48 Cr
2
None
Contact Person
Vikram Shah
Quality Manager
+91 99887 76655
Services Interested In
✓ISO 9001
✓ISO 14001
ISO 45001
ISO 22000
Others…
Routed to Sales Team with all lead details, call history & documents.
B · Quotation Builder
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
New Quotation · Global Steel
Save Draft
✈ Send Quotation
Charges & Services
Item
Amount
Audit Charges · Stage 1 + 2
₹10,000
Certification Application
₹25,000
Consultancy Charges
As per service
Govt / Agency Fees
As per actual
Discount
– ₹3,000
+Add charge / service
TOTAL (variable)
₹32,000+
Quotation Structure
Audit Amount₹10,000
Certification₹25,000
ConsultancyAs per service
Govt / AgencyAs per actual
TotalVariable
Amounts differ by company, certification & service type. Send via Email / WhatsApp with PDF attached.
C · Quotation Sent + Customer Response
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Quotation #Q-2041
SENT · Awaiting Response
Delivery
✓ Email sent ✓ WhatsApp sent 📎 Quotation.pdf
Customer Response
✓Accepted
Proceed to audit scheduling
Need Better Price
→ Negotiation, revised quote
Need Clarification
Follow up & explain
Not Interested
→ Close lead
Outcome Path
✓
Accepted
₹
Negotiation
Revised quotation
✕
Close Lead
On Accepted → audit is scheduled automatically.
04 · Audit & Certification Process
Seven-stage pipeline from scheduling to certificate issued — with non-conformity tracking and agency review.
A · Audit Pipeline
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Audit & Certification
+ Schedule Audit
Pipeline Stages
8
Schedule Audit
5
Pre-Audit Checklist
4
Audit Conducted
3
Audit Report
2
Corrective Action
3
Agency Review
6
Certificate Issued
Active Audits
Company
Service
Stage
Auditor
Audit Date
Global Steel Pvt Ltd
ISO 9001
Audit Conducted
S. Rao
02 Jul 2026
Meera Textiles
ISO 14001
Corrective Action
N. Iyer
28 Jun 2026
Anil Construction
ISO 45001
Pre-Audit Checklist
S. Rao
10 Jul 2026
Kiran Foods
ISO 22000
Certificate Issued
N. Iyer
15 Jun 2026
B · Audit Report & Non-Conformities
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Audits /
Global Steel · ISO 9001
Submit to Agency
Major NC
1
Minor NC
3
Observations
5
Findings
MAJOR
Clause 8.5 — No documented control of nonconforming output
Corrective action due 12 Jul
MINOR
Clause 7.1.5 — Calibration records incomplete
Corrective action submitted
MINOR
Clause 9.2 — Internal audit schedule not maintained
Open
OBS
Opportunity — improve supplier evaluation matrix
Certification Agency
✓Report submitted
⋯Agency review in progress
○Approval pending
Certificate (on approval)
Issue Date— pending
Validity3 Years
Expiry Date— pending
⬆ Upload Certificate
05 · Renewal & Certificate Expiry
Automatic reminders at 180 / 90 / 60 / 30 days, surveillance audits each year, and a renewal audit that restarts the cycle.
A · Certificate Lifecycle & Reminders
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Global Steel · ISO 9001 Certificate
ACTIVE
Issue Date
01 Jan 2026
Expiry Date
31 Dec 2028
Validity
3 Years
Next Action
Surveillance 1
⚠Certificate Expiry Alerts — Auto Reminders
180 days
90 days
60 days
30 days
Expired
3-Year Surveillance & Renewal Cycle
YEAR 1
Surveillance Audit 1
Within 12 months · ₹10,000
›
YEAR 2
Surveillance Audit 2
Within 24 months · ₹10,000
›
YEAR 3
Renewal Audit
Audit + Cert · ₹35,000
›
LOOP
New Certificate
Cycle restarts (1st renewal…)
B · Renewal Dashboard
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Renewals
Search certificates…
Expiring ≤ 30 days
6
Expiring ≤ 60 days
11
Expired
2
Renewal Pending
9
Upcoming Renewals
Company
Certificate
Expiry
Days Left
Surya Plastics
ISO 9001
15 Jul 2026
19 days
Renew
Nova Pharma
ISO 14001
28 Jul 2026
32 days
Renew
Anil Construction
ISO 45001
10 Aug 2026
45 days
Renew
Kiran Foods
ISO 22000
05 Jun 2026
Expired
Renew
06 · Role-Based Dashboards & Access
Manager overview rolling up Telecaller, Sales, Audit & Renewal dashboards — with role-based access control.
A · Admin / Manager Dashboard
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Overview
ADMIN / MANAGER
Telecaller Dashboard
Today's Calls
86
Pending
24
Follow-ups
18
Converted
12
Sales Dashboard
Qualified Leads
41
Quotes Sent
29
Accepted
17
Won / Lost
17 / 6
Audit Dashboard
Upcoming Audits
13
In Progress
7
Audit Due
4
Reports Pending
3
Renewal Dashboard
Expiring 30d
6
Expiring 60d
11
Expired
2
Renewal Pending
9
Reports
Lead Source Conversion Quotation Revenue Audit / NC Expiry Renewal
Roles & Access
TelecallerOwn leads
Sales TeamQualified +
AuditorAudits
OperationsDocs
AccountsInvoices
Admin / ManagerAll
Role-based access controls data visibility across every module.
07 · Documents, Reports & Accounts
Complete lifecycle records — every document per company, analytics reports, and invoicing / payment tracking.
A · Document Management
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Documents
Documents /
Global Steel Pvt Ltd
⬆ Upload
Folders
📁 All Documents 11
📁 Sales
📁 Audit
📁 Certificate
📁 Accounts
Document
Category
Date
Status
📄Quotation #Q-2041.pdf
Sales
18 Jun
Final
📄Agreement.pdf
Sales
20 Jun
Signed
📄Application Form.pdf
Sales
21 Jun
Final
📄Audit Plan.pdf
Audit
25 Jun
Final
📄Audit Report.pdf
Audit
02 Jul
Draft
📄NCR Report.pdf
Audit
02 Jul
Open
📄Corrective Action.pdf
Audit
08 Jul
Pending
📄Certificate Copy.pdf
Certificate
—
Awaiting
📄Invoice #INV-882.pdf
Accounts
20 Jun
Sent
📄Payment Receipt.pdf
Accounts
22 Jun
Paid
B · Reports & Analytics
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Lead Source Report
Jun 2026 ▾
⬇ Export
Lead Source
Conversion
Quotation
Revenue
Audit / NC
Expiry
Renewal
Total Leads
248
Converted
63
Conversion Rate
25.4%
Leads by Source
82
61
48
34
23
Meta Ads
Google
Referral
Direct Call
Walk-In
C · Accounts — Invoice & Payment
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Accounts
Invoice #INV-882
⬇ PDF
Record Payment
BILL TO
Global Steel Pvt Ltd
GST: 27ABCDE1234F1Z5
INVOICE
#INV-882
20 Jun 2026
Description
Amount
ISO 9001 — Audit Charges
₹10,000
Certification Application
₹25,000
Discount
– ₹3,000
Subtotal₹32,000
GST (18%)₹5,760
Total₹37,760
✓ PAIDvia Bank Transfer · 22 Jun 2026
Payment History
₹37,760PAID
Bank Transfer · 22 Jun 2026
Surveillance Yr 1
Due Jan 2027 · ₹11,800
Invoices auto-generated per audit & surveillance cycle. Receipts saved to Documents.
B · Leads List + quick-add (variation)
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
All Leads · 248
+ New Lead
✓
Lead Created Successfully
Status: Pending · assigned to Priya Sharma
All
Pending
Follow Up
Converted
Source ▾
Name
Mobile
Source
Telecaller
Status
Rajesh Kumar
+91 98765 43210
Meta
Priya S.
Pending
Sunita Mehta
+91 91234 56780
Referral
Amit V.
Follow Up
Global Steel Pvt Ltd
+91 99887 76655
Google
Priya S.
Converted
Anil Construction
+91 90011 22334
Walk-In
Amit V.
Pending
Meera Textiles
+91 98200 33445
Direct Call
Priya S.
Not Reachable
08 · End-to-End Workflow Map
How every screen connects — from lead capture through certification to the renewal loop.
A · Connected Process Diagram
Capture
Lead Source
Meta · Google · Referral · Call · Walk-In
→
Create Lead
Source-specific fields
→
Assign Telecaller
Status: Pending
→
Leads List
Filter by status
Telecalling
Call Lead
Log notes / recording
→
Update Call Status
9 outcomes
→
Follow Up / RNR / Busy → reschedule
Not Interested / Junk → close
✓ Converted → Sales
Sales
Company Info
GST · services
→
Quotation
Audit+Cert+Consult
→
Send (Email/WA)
PDF attached
→
Accepted → Audit
Negotiate → revise
Declined → close
Audit
Schedule
→
Pre-Audit Checklist
→
Conduct Audit
→
Report + NC
→
Corrective Action
→
Agency Review
→
Certificate Issued
Renewal
Surveillance 1
Year 1
→
Surveillance 2
Year 2
→
Expiry Alerts
180/90/60/30 days
→
Renewal Audit
Year 3
↻
New Certificate
Cycle restarts
09 · Analytics & Reports
Global analytics dashboard plus dedicated report pages — conversion, revenue, audit/NC, renewal, quotation & telecaller performance.
A · Global Analytics Dashboard
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Analytics Overview
This Quarter ▾
Total Leads
248
▲ 12% vs last Q
Conversions
63
▲ 8%
Revenue
₹21.4L
▲ 15%
Certs Active
142
6 expiring soon
Conversion Funnel
Leads
248
Contacted
204
Qualified
136
Quoted
98
Converted
63
Revenue Trend
Jan
Feb
Mar
Apr
May
Jun
Certifications by Standard
ISO 9001
58
ISO 14001
38
ISO 45001
24
ISO 22000
14
Telecaller Leaderboard
1
Priya Sharma
24 conv
2
Amit Verma
19 conv
3
Neha Iyer
12 conv
4
Rohit Das
8 conv
B · Conversion Report
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Conversion Report
Jun 2026 ▾
⬇ Export
Lead Source
Conversion
Quotation
Revenue
Audit / NC
Expiry
Renewal
Overall Rate
25.4%
Avg. Time to Convert
6.2 days
Best Source
Referral
Conversion by Source
Source
Leads
Converted
Rate
Referral
48
21
43.8%
Meta Ads
82
19
23.2%
Google
61
13
21.3%
Direct Call
34
7
20.6%
Walk-In
23
3
13.0%
C · Revenue Report
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Revenue Report
FY 2026 ▾
⬇ Export
Lead Source
Conversion
Quotation
Revenue
Audit / NC
Expiry
Renewal
Total Revenue
₹21.4L
New Cert
₹14.2L
Renewals
₹5.1L
Outstanding
₹2.1L
Monthly Revenue (₹ Lakh)
2.1
2.8
3.2
3.6
4.4
5.3
Jan
Feb
Mar
Apr
May
Jun
Revenue by Service
ISO 9001₹9.8L
ISO 14001₹5.4L
ISO 45001₹3.7L
ISO 22000₹2.5L
D · Audit & Non-Conformity Report
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Audit / NC Report
⬇ Export
Lead Source
Conversion
Quotation
Revenue
Audit / NC
Expiry
Renewal
Audits Done
37
Major NC
9
Minor NC
41
Pass Rate
86%
Top Non-Conformities by Clause
Clause
Requirement
Count
Type
8.5
Control of nonconforming output
11
MAJOR
7.1.5
Monitoring & measuring resources
9
MINOR
9.2
Internal audit
8
MINOR
6.1
Actions to address risks
7
MINOR
7.5
Documented information
6
OBS
E · Quotation Report
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Quotation Report
⬇ Export
Lead Source
Conversion
Quotation
Revenue
Audit / NC
Expiry
Renewal
Sent
98
Accepted
63
Negotiating
21
Win Rate
64%
Recent Quotations
No.
Company
Amount
Status
Q-2041
Global Steel
₹37,760
Accepted
Q-2040
Meera Textiles
₹29,500
Negotiating
Q-2039
Kiran Foods
₹44,000
Accepted
Q-2038
Anil Construction
₹33,200
Sent
Q-2037
Surya Plastics
₹26,800
Declined
F · Telecaller Performance Report
CertCRM
Dashboard
Leads
Telecallers
Quotations
Audits
Renewals
Reports
Telecaller Performance
⬇ Export
Total Calls
1,284
Connected
71%
Conversions
63
Avg / Caller
15.8
Performance by Telecaller
Telecaller
Calls
Connect %
Conv.
Conv %
Priya Sharma
412
78%
24
5.8%
Amit Verma
368
72%
19
5.2%
Neha Iyer
298
68%
12
4.0%
Rohit Das
206
61%
8
3.9%
Call Outcomes Distribution
Connected 32%
Follow Up 24%
Busy 18%
RNR 14%
Other 12%
10 · Access, Admin & Settings
Sign-in, user & role management, system configuration and the notifications / reminders center.
A · Login / Sign-In
CertCRM
Certification
workflow, managed
end to end.
From lead capture and telecalling to audit, certification and renewal — all in one place.
248
Active Leads
142
Live Certs
6
Roles
Welcome back
Sign in to your account
priya@certcrm.in
••••••••show
✓Remember me
Forgot password?
Sign In
Role-based access · Admin assigns permissions
B · User & Role Management
CertCRM
Dashboard
Leads
Reports
Admin
Users & Roles
Settings
Users & Roles
+ Invite User
Role Permissions
Module
Tele
Sales
Audit
Admin
Leads
●
●
○
●
Quotations
○
●
○
●
Audits
○
○
●
●
Renewals
○
●
●
●
Reports
○
◐
◐
●
Settings
○
○
○
●
● Full◐ View only○ None
Team · 14 users
Priya Sharma
Telecaller
Vikram Shah
Sales Team
S. Rao
Auditor
A
Anita Desai
Admin / Manager
C · Settings / Configuration
CertCRM
Dashboard
Leads
Reports
Admin
Users & Roles
Settings
Settings
Save Changes
Lead Sources
Call Statuses
Services / ISO
Reminders
Integrations
Company
Lead Sources
Meta Ads ✕ Google ✕ Referral ✕ Direct Call ✕ Walk-In ✕ + Add Source
Each source can show custom fields on the Create Lead form (e.g. Campaign for Meta, Referral Name for Referral).
Reminder Defaults
Certificate expiry alerts180 / 90 / 60 / 30 days
Follow-up notification
SMS reminders
Email reminders
Integrations
WhatsApp
Connected
Email / SMTP
Connected
Tally / Accounts
Connect
D · Notifications & Reminders Center
CertCRM
Dashboard
Leads
Audits
Notifications
Reports
Notifications 12
Mark all read
All Follow-ups Expiry Audits
Surya Plastics — ISO 9001 certificate expires in 19 days
Renewal · 5 min ago
Renew
Follow-up due — Sunita Mehta at 3:00 PM today
Follow-up · 20 min ago
Call
Meera Textiles — corrective action due in 4 days
Audit · 1 hr ago
Quotation Q-2041 accepted by Global Steel
Sales · 2 hrs ago
Certificate issued — Kiran Foods ISO 22000
Certificate · 3 hrs ago
Delivery Channels
In-app
SMS
Email
WhatsApp
Reminders for follow-ups and certificate expiry are pushed automatically across enabled channels.
11 · Customer 360° & Scheduling
A single company profile showing the full lifecycle, plus the auditor scheduling form.
A · Customer 360° Profile
CertCRM
Dashboard
Companies
Leads
Audits
Renewals
Reports
Companies /
Global Steel Pvt Ltd
CERTIFIED
GS
Global Steel Pvt Ltd
Manufacturing · 120 emp
GST27ABCDE1234F1Z5
ContactVikram Shah
Mobile+91 99887 76655
SourceGoogle
Turnover₹48 Cr
Lifetime Value
₹1.2L
2 certs · 3 surveillance audits
Active Certificates
ISO 9001Active
ISO 14001Audit due
Timeline
Documents
Quotations
Invoices
Lead captured — Google
12 May 2026
Converted by Priya Sharma
18 May 2026
Quotation Q-2041 accepted · ₹37,760
20 May 2026
ISO 9001 audit conducted by S. Rao
02 Jul 2026
1 major + 3 minor NC raised
02 Jul 2026
Awaiting agency review & certificate
Pending
B · Schedule Audit Form
CertCRM
Dashboard
Leads
Quotations
Audits
Renewals
Reports
Schedule Audit
Cancel
Confirm Schedule
Audit Details
Global Steel Pvt Ltd ▾
ISO 9001 ▾
Stage 1 + 2 ▾
S. Rao ▾
02 Jul 2026 📅
On-siteRemote
Pre-Audit Checklist
✓Application form received
✓Scope & documents confirmed
Audit plan shared with client
Payment / advance received
July 2026‹ ›
S
M
T
W
T
F
S
29
30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
Selected — Global Steel
Anil Construction (booked)
Auditor availability checked automatically. Client & auditor notified on confirm.
12 · Lead Source Field Variations
The Create Lead form swaps its detail panel based on the selected source. Three variants below.
A · Source = Google Ads
GoogleLead Source Details
Source Details — Google Ads
ISO-Search-India
"iso 9001 certification cost"
Cj0KCQ…auto-captured
Fields differ per source — selecting Google reveals campaign, keyword & click ID.
B · Source = Referral
ReferralLead Source Details
Source Details — Referral
Kiran Foods (existing client)
Client ▾
+91 98200 33445
Selecting Referral reveals referrer name, type & contact for reward tracking.
C · Source = Walk-In
Walk-InLead Source Details
Source Details — Walk-In
Pune HO ▾
Front Desk · Anita
27 Jun 2026 📅
Selecting Walk-In reveals branch, staff who met them & visit date.