Canvas Layer

canvaslayer.com

Quotation

CheckMed – Sales Follow-up System

DATE: APRIL 10, 2026

01 — Context

Current Lead Management

The current reliance on manual Excel tracking across your sales team is creating systemic bottlenecks that impact conversion rates:

  • High rate of missed or delayed follow-ups.
  • Fragmented history of lead conversations.
  • Process dependency on individual memory.
  • Zero real-time visibility for management.
02 — The Solution

Unified Sales Ecosystem

Our proposed system transforms lead handling from a reactive task into a proactive, data-driven strategy:

  • Centralized Hub: A single source of truth for every lead.
  • Action-First Design: Automated daily task lists for every agent.
  • Permanent Intelligence: Persistent logs for every interaction.
  • Insight Engine: Live dashboards for management oversight.
03 — Implementation Paths

Choose your velocity

Recommended

Option 1: Subscription-based

Perfect for immediate operational scaling.

✓Full Lead Database (Cloud-based)
✓Intelligent Lead Assignment
✓Daily Action/Follow-up Tracker
✓Overdue Follow-up System Notifications
✓Agent & Manager Performance Dashboards
✓One-click Template Storage (Email/WhatsApp)
Setup Fee
₹50,000
Monthly License
₹8,000 – ₹12,000 / mo
Launch in 7–10 Working Days
Enterprise

Option 2: Custom Build

Built for proprietary workflows and ownership.

All Option 1 Features, plus:

✓AI-Powered Interaction Summaries
✓Predictive Lead Prioritization
✓Manager-Level Escalation Alerts
✓Advanced Behavioral Analytics
✓Fully Proprietary Data & Code Ownership
Total Project Investment
₹3,40,000
Phase 1 Deposit
₹2,50,000
Delivery in 4–6 Weeks
04 — Analysis Matrix
Feature Aspect Option 1 (Subscription) Option 2 (Custom)
Initial CostMinimal (₹50k)Significant (₹3.4L)
Monthly Cost₹8k – ₹12kNone mandatory
Speed to ROIImmediate (10 Days)Medium (6 Weeks)
CustomizationConfigurableInfinite
MaintenanceManaged by Canvas LayerSelf-managed/SLA
ScalabilityRapid ScalingStructural Scaling
05 — Execution Roadmap

Path 1: Subscription Setup

01
Project Kickoff

Data migration & workflow mapping (Day 1-2)

02
Environment Build

Configuration of dashboards (Day 3-5)

03
Team Onboarding

Live training sessions & testing (Day 8-9)

Notice: 100% setup fee required in advance.

Path 2: Custom Development

01
Architecture Design

Full wireframing & data schema (Week 1-2)

02
Feature Build

Core system + AI integration (Week 2-4)

03
Deployment

Final testing, feedback & handoff (Week 5-6)

Notice: 50/30/20 payment schedule applied.
06 — Insight
💡

Our Recommendation

Start with Option 1. It allows you to digitize your sales team immediately without a major upfront capital lock. Once the team builds the habit of structured tracking, we can move toward a custom build with full historical data.

07 — Next Steps
01
Confirm Preference
02
Advance Clearance
03
Data Provision
04
System Launch