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Development of Automated Lead Capture and Client Onboarding System

innowise.com

Information technology

Advertising & marketing

Business services

Current Lead Management Challenges

Inefficient manual processes for capturing and following up with potential clients, lack of centralized system for managing marketing materials distribution, and compliance risks in personal data processing for marketing purposes.

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in creating customized software solutions for businesses globally

Key Project Goals

Automate lead capture and qualification process
Implement GDPR-compliant data management system
Create personalized marketing material delivery workflow
Establish real-time analytics dashboard for campaign performance

Core System Requirements

Multi-channel lead capture forms with dynamic fields
Automated email campaign engine with personalization
Consent management and data processing compliance module
Interactive analytics dashboard with conversion tracking

Technology Stack Requirements

React.js for front-end interface

Node.js with Express for backend services

MongoDB for document-based data storage

AWS Lambda for serverless automation

System Integration Needs

CRM system integration (Salesforce/HubSpot)
Email service providers (SendGrid/Amazon SES)
Analytics platforms (Google Analytics/Tableau)
Payment gateway integration (Stripe/PayPal)

Non-Functional Requirements

99.9% system uptime SLA
HIPAA/GDPR compliance framework
Horizontal scalability for 10x traffic growth
Response time under 200ms for 95% of API calls

Expected Business Outcomes

Projected 40% reduction in lead response time, 25% increase in qualified lead conversion rates, 60% decrease in manual data processing efforts, and full compliance with international data protection regulations.