CRM & Office Operations Executive
Salary: ₹5,000 – ₹7,000 per month
Working Hours: 10:00 AM – 6:30 PM
Working Days: Monday – Saturday
Weekly Off: Sunday
Minimum Qualification: Class 12 / Higher Secondary
Location: Howrah, West Bengal
Job Summary
We are looking for a CRM & Office Operations Executive to manage customer records, lead follow-ups, quotations, invoices, payment tracking, and daily office coordination. The ideal candidate should be organised, responsible, comfortable with computers and CRM software, and have good English communication skills.
Key Responsibilities1. CRM & Lead Management
- Enter every new lead accurately into the CRM.
- Update lead status and customer information regularly.
- Maintain an up-to-date customer/contact database.
- Schedule and record all follow-ups.
- Ensure that no active lead remains without a next follow-up date.
- Maintain records of won, lost, pending, and active leads.
- Add clear follow-up remarks and communication history in the CRM.
2. Quotation Management
- Prepare quotations using predefined templates.
- Add client details, services, pricing, GST, payment terms, and scope of work.
- Generate and send PDF quotations to clients.
- Track quotation status from Draft → Sent → Viewed → Negotiation → Approved/Rejected.
- Follow up regularly on pending quotations.
3. Invoice & Payment Management
- Generate invoices after project/order confirmation.
- Maintain proper invoice numbering and records.
- Track paid, unpaid, and overdue invoices.
- Send timely payment reminders to clients.
- Maintain accurate payment and collection records.
4. Client Follow-ups
- Conduct daily follow-ups through WhatsApp, phone calls, and email.
- Follow up on pending quotations and payments.
- Reconnect with old and inactive leads.
- Maintain proper records and remarks for every follow-up in the CRM.
5. Daily Reporting
Submit an end-of-day report covering:
- New leads received
- Calls made
- Follow-ups completed
- Quotations generated
- Quotations approved
- Payments collected
- Pending follow-ups
- Next day's follow-up list
Candidate Requirements
- Minimum qualification: Class 12 / Higher Secondary.
- Good English communication skills, both written and verbal.
- Proficiency in using computers and basic office applications.
- Ability to use or learn CRM software quickly.
- Good organisational and follow-up skills.
- Attention to detail and accuracy in maintaining records.
- Ability to communicate professionally with clients.
- Responsible, punctual, and consistent in completing daily tasks.
- Prior experience in CRM, office administration, sales coordination, customer support, or similar roles will be an advantage, but freshers with the right skills may also apply.
Key Skills
CRM Management | Customer Follow-up | WhatsApp Communication | Email Communication | MS Office | Quotation Preparation | Invoice Generation | Payment Tracking | Data Entry | Customer Database Management | English Communication | Office Administration
Employment Details
Job Type: Full-time
Salary: ₹5,000 – ₹7,000 per month
Work Schedule: Monday to Saturday, 10:00 AM – 6:30 PM
Sunday: Weekly Off
Pay: ₹5,000.00 - ₹7,000.00 per month
Work Location: In person
