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An Intelligent Sales CRM Framework Integrating Follow-Up Priority Prediction, Sales Forecasting, and Role-Based Dashboard Analytics

Author(s):

Ambadas Vitthalrao Deshmukh , P.E.S. Modern College of Engineering; DR. Rama S. Bansode, P.E.S. Modern College of Engineering

Keywords:

Sales CRM, Follow-up Priority Prediction, Sales Forecasting, Role Based Dashboard, Machine Learning, Business Analytics, RealTime Notifications, Daily Closing, Intelligent CRM

Abstract

Customer Relationship Management systems are widely used to manage leads, clients, meetings, and sales activities; however, many traditional CRM platforms remain largely transactional and lack intelligent decision support. This research presents an Intelligent Sales CRM Framework Integrating Follow-up Priority Prediction, Sales Forecasting, and Role Based Dashboard Analytics. The proposed system combines a React based user interface, a Node.js and Express backend, MongoDB data storage, and Python based machine learning models to support operational and strategic sales management. The framework focuses on five practical business areas: dashboard analytics, follow-up management, meetings, follow-up priority modeling, sales forecasting, and daily closing reports. A follow-up priority prediction model helps sales teams identify which customer interactions require immediate attention, while a sales forecasting model estimates future performance using historical CRM data. Role based dashboards provide administrators, managers, and sales users with different analytical views for monitoring targets, activities, and outcomes. A notification subsystem further improves responsiveness through reminders and event-based alerts. The overall framework improves task prioritization, operational visibility, and data driven decision-making in sales organizations. The study demonstrates how integrating machine learning with CRM workflows can enhance productivity, reduce missed follow-ups, and support more accurate planning.

Other Details

Paper ID: IJSRDV14I30116
Published in: Volume : 14, Issue : 3
Publication Date: 01/06/2026
Page(s): 173-176

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