CRM Architect

CRM Architect & Revenue Operations Consultant (Contract – 60 Days)CORE OBJECTIVE (NON-NEGOTIABLE)Design, deploy, and benchmark 3 CRMs in parallel (Zoho CRM, HubSpot CRM, + 1 alternative) to identify the best system for scaling NadiVedas to 100+ sales employees — with full call, WhatsApp, and performance visibility.About NadiVedas:NadiVedas is a #1 Nadi astrology platform in the world. Nadi vedas is a modern spiritual-tech platform bringing the ancient science of Nadi Astrology to the global audience through a structured, ethical, and scalable digital experience.At NadiVedas, seekers move through a unique journey:Lead → Thumb Impression → Leaf Finding → Session Booking → Reading → Remedies / CompletionWith hundreds of bookings every month and rapid scale underway, NadiVedas is transitioning to system-driven operations.To support this, we are building a data-first organization where every decision is backed by visibility, metrics, and accountability.This role is central to that mission.CRM STACK TO BE TESTEDZoho CRMHubSpot CRMThird CRM (Expert to recommend)Expected contenders:FreshsalesSalesforce StarterPipedrive (if WhatsApp stack is strong)The expert must justify the 3rd CRM choice.NON-NEGOTIABLE TECH REQUIREMENTSThe system must do ALL of this ⬇️1. Lead & Funnel TrackingSource → Lead → Qualified → Session Booked → Session Done → Paid → UpsellTime spent at each stageDrop-off analysis per salesperson2. Sales Team Performance TrackingCalls made / connected / answeredTalk timeConversion % per repRevenue per rep, ROI per repFollow-up complianceSLA breaches3. Communication Sync (CRITICAL)All of this must appear inside the same contact timeline:✅ Incoming & outgoing calls✅ Call recordings✅ WhatsApp chats✅ WhatsApp calls✅ Notes & dispositions✅ Follow-up remindersTools can include (not limited to):SalesTrail / WATI / Interakt / Twilio / ExotelTeleCRM-style connectorsNative CRM integrationsIf WhatsApp calls cannot be recorded directly, the expert must propose a workable workaround (policy + tech).4. Dashboards (Must Be Built in ALL 3 CRMs)Minimum dashboards:Daily sales performanceLead assigning logicRep-wise leaderboardFunnel leakageRevenue forecastFollow-up adherenceCall activity vs conversionWhatsApp response SLATIMELINE (VERY CLEAR)Phase 1 – Setup (10 Days)By Day 10:All 3 CRMs liveSame lead sources flowing to all 3Same sales team using all 3Calls + WhatsApp syncing activeDashboards visible❌ No excuses❌ No partial setupPhase 2 – Live Testing (50 Days)Real leadsReal sales repsReal revenueWeekly comparison reportsPhase 3 – Verdict & Scale BlueprintWinner CRM declared with dataArchitecture designed for:100 sales repsManagersQA teamCompliance & auditMigration plan documentedDELIVERABLES (CONTRACTUAL)The expert must deliver:✅ Fully configured Zoho CRM✅ Fully configured HubSpot CRM✅ Fully configured 3rd CRM✅ Call + WhatsApp sync working✅ Recording access & storage logic✅ Dashboards in all CRMs✅ Weekly performance comparison report✅ Final recommendation deck✅ 100-sales-rep scale architecture✅ SOPs for sales + managersIDEAL CANDIDATE PROFILE5–10 years in CRM / RevOps / Sales OpsHas implemented at least 2 of:ZohoHubSpotExperience with:Telephony (Exotel / Twilio / Knowlarity)WhatsApp APIs (WATI / Interakt / Meta BSPs)Has scaled teams to 50–100+ sales repsComfortable with parallel systemsData-driven, not opinion-drivenContract Structure Duration60 days (extendable)Payment Structure30% on Day 10 (setup complete)40% during testing phase30% after final recommendation & handoverCheck NadiVedas reviews here

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