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You will get Lead Management System (LMS/CRM)

Sunil B.Status: Offline
Sunil B.
Preview image

Let a pro handle the details

Buy Web Application Programming services from Sunil, priced and ready to go.
Sunil B.Status: Offline
Sunil B.
Preview image

Let a pro handle the details

Buy Web Application Programming services from Sunil, priced and ready to go.

Project details

The project aims to address multifaceted issues in lead management. Initially, multiple channels for lead capture to clients are streamlined to enhance efficiency. Secondly, a robust source identification and tracking system is implemented to ensure accurate attribution. Thirdly, integration between calling/follow-up systems and the LMS is achieved, facilitating seamless communication and task management. Lastly, comprehensive analysis reports and matrices are developed to identify lead action planning issues effectively.

The resolution involves the utilization of Salesforce CRM and SlashRTC calling system integration. Additionally, the LMS assigning system adopts a round-robin approach, ensuring fair distribution of leads among team members. Furthermore, leads are heat-mapped based on their status, categorized as hot or cold for prioritized attention. Moreover, industry-standard follow-up tags such as "follow-up," "not interested," "ringing," and "out of coverage" are implemented for streamlined follow-up procedures.
Programming Languages
HTML & CSS, JavaScript, ASP.NET
Coding Expertise
Cross Browser & Device Compatibility, Performance Optimization

What's included $1,500

These options are included with the project scope.

$1,500
  • Delivery Time 70 days
  • Number of Revisions 3
    • Design Customization
    • Content Upload
Sunil B.Status: Offline

About Sunil

Sunil B.Status: Offline
Trading Automation | Telegram & WhatsApp Bot Developer | n8n
Rajkot, India - 1:13 pm local time
I specialize in building trading automation tools, stock analysis bots, and financial dashboards using Telegram, WhatsApp, Pine Script, and n8n. With 15+ years of experience in UI/UX and 7+ years in product management, I merge domain expertise with clean, actionable interfaces.

My recent projects include developing Telegram bots for real-time technical and fundamental stock analysis using n8n workflows. I’ve also built conversational experiences for finance clients using WhatsApp Business API and have hands-on knowledge of Pine Script for indicator development.

I’m available to help automate your trading workflow, design intuitive dashboards, or build smart chatbots that work across messaging platforms.

Steps for completing your project

After purchasing the project, send requirements so Sunil can start the project.

Delivery time starts when Sunil receives requirements from you.

Sunil works on your project following the steps below.

Revisions may occur after the delivery date.

Consolidate lead capture channels for streamlined management.

Implement source identification and robust tracking systems.

Review the work, release payment, and leave feedback to Sunil.