Altair Project Genesis is a wholesale CRM that takes a Sri Lankan sales team from first contact with a shop through follow-up, order, and closed sale.
Genesis, built by Altair IT, is a role-based web workspace for wholesale device sales and a separate vehicle sales and finance track. Sales staff work leads, outreach, price lists, and orders in Asia/Colombo time. Admins see the full team. Vehicle staff manage stock, sales, and finance status. Deleted user names are shown as "Undisclosed."
The challenge
Wholesale outreach was spread across leads, calls, messages, and orders, with no shared view of who still needed a contact, which shops were nearby, or what had already been sold. Vehicle sales needed a separate path for stock, documents, cheques, registration, and reconciliation. Sales accounts also needed to be stopped from deleting another person's leads or orders.
Our solution
A single web app with a Spring Boot API and a React workspace. Leads, contacts, orders, and price catalogs share one record. Follow-ups are scheduled onto a two-week calendar. Shops can be found on a map of Sri Lanka. Vehicle sales and finance sit beside the wholesale flow, with access split by role.
Results
The team can see open leads, who has not been contacted in seven days, and what is scheduled for each day. A salesperson can log a call or message, place an order, and export the day's outreach or a sales range. Admins can filter by who added a lead, review outreach health, and manage team accounts. Sales users can delete only the leads and orders they handle.
Key features
- Lead pipeline from new through converted or lost, with priority and a next-lead picker that skips anyone already contacted today
- Per-user favourite leads, with the last WhatsApp or email the current user sent
- Follow-up health and a two-week calendar that keeps a lead on its day until a contact is logged
- Map search for phone shops in Sri Lanka, plus district coverage and regular buyers
- Wholesale orders and a device price list, with Excel export of outreach, prices, and sales
- Sales, leads, and price dashboards, including revenue for a chosen date range
- Vehicle stock, vehicle sales, and finance tracking for documents, cheques, registration, and reconciliation
- Role-based access for wholesale sales, vehicle sales, admin, and super admin
Inside the app
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