About Us

Codes ‘n’ Coffee Tech is a software development company focused on solving real-world business problems through custom-built systems and automation. We work closely with businesses to streamline operations, improve efficiency, and eliminate manual chaos.

Project Manager - CRM & Operational Automation Systems

Role Overview

The Project Manager will lead and manage CRM, workflow automation, and operational management software projects for time-slot-based businesses and operational companies.

This role focuses heavily on businesses where operations, revenue, workforce, production management, and customer management depend on scheduling, booking systems, manufacturing workflows, recurring operations, workforce coordination, and operational efficiency.

The role also includes managing manufacturing operational automation systems such as production tracking, inventory workflows, approval systems, operational dashboards, workforce monitoring, and process optimization platforms.

Examples include:

- Manufacturing businesses
- Clinics and healthcare centers
- Salons and spas
- Training institutes
- Service businesses
- Logistics and operations companies
- Consultation and appointment-based businesses
- Facilities and workforce management companies

Key Responsibilities & Project Ownership

- Manage automation and software implementation projects for manufacturing and operational businesses.
- Understand business workflows, operational bottlenecks, and reporting structures.
- Work on CRM systems, booking workflows, slot management systems, workforce allocation systems, customer lifecycle automation, dashboards, and operational analytics.
- Define project scope, workflows, milestones, and execution plans.
- Ensure projects improve operational efficiency and measurable business outcomes.




- Identify automation opportunities and suggest scalable solutions.
- Track project progress, delivery timelines, and implementation quality.

Client Communication

- Conduct detailed business requirement discussions with founders, plant managers, operations teams, and business stakeholders.
- Understand time-slot-based business operations, customer lifecycle management, operational dependencies, and CRM reporting requirements.
- Translate operational processes into structured technical requirements.
- Provide regular implementation updates and execution reports.
- Ensure proper expectation management and business alignment.
- Handle escalations and maintain long-term client relationships.

Team Coordination

- Coordinate with developers, UI/UX designers, QA engineers, and other stakeholders.
- Assign tasks and monitor progress using project management tools.
- Ensure team alignment on priorities and deadlines.
- Facilitate sprint planning, stand-ups, reviews, and retrospectives.
- Support team productivity and operational efficiency.

Delivery & Quality Management

- Ensure CRM and automation systems align with real operational workflows and business models.
- Validate automation logic, reporting structures, dashboards, and operational flows.
- Ensure proper testing and QA before deployment.
- Maintain documentation for workflows, automations, and system architecture.




- Improve execution processes and internal SOPs continuously.
- Ensure scalable and maintainable delivery standards.

Reporting & Operations

- Prepare project reports, timelines, and resource planning.
- Maintain project dashboards and performance metrics.
- Assist leadership in improving operational systems and SOPs.
- Support hiring coordination and onboarding for project teams when required.

Required Skills :

- Strong project management and organizational skills.
- Excellent verbal and written communication.
- Ability to manage multiple projects simultaneously.
- Strong understanding of software development lifecycle (SDLC).
- Experience with Agile/Scrum methodologies.
- Strong problem-solving and decision-making ability.
- Ability to handle pressure and tight deadlines.
- Strong stakeholder management skills.
- High attention to detail and accountability.

Technical Understanding

- CRM systems and customer lifecycle management.
- Time-slot-based operational business models.
- Booking systems, scheduling systems, and workforce allocation workflows.
- Workflow automation and operational efficiency systems.
- ERP and business management systems.
- Dashboards, analytics, reporting systems, and operational KPIs.
- Agile project management and software delivery workflows.
- Tools such as Jira, ClickUp, Notion, Slack, and Git.

Coding knowledge is not mandatory, but strong operational and business understanding is significant.

Preferred Qualifications

- Bachelor’s degree in Engineering, IT, Computer Science, Management, or related field.
- 2-6 years of experience in software project management or IT operations.
- Experience working in software development agencies or product companies.
- Scrum certification or Agile cert

📌 Project Manager - CRM & Operational Automation Systems (Mumbai)
🏢 Codes 'n' Coffee Tech.
📍 Mumbai