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Development of Contact Management and Marketing Automation System

innowise.com

Information technology

Advertising & marketing

Current Lead Collection and Information Distribution Challenges

Inefficient manual processes for collecting client contact information, managing data privacy consents, and distributing personalized marketing materials. Difficulty tracking engagement with marketing content and ensuring compliance with data protection regulations during initial client outreach.

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

Create automated workflow for contact information collection and verification
Implement GDPR-compliant consent management system
Develop personalized marketing material delivery mechanism
Establish analytics dashboard for tracking engagement metrics
Improve lead qualification process through automated data capture

Core System Functionalities

Multi-step contact form with validation
Consent tracking and documentation system
Automated email campaign engine
Marketing material personalization engine
Real-time analytics dashboard for campaign performance

Technology Stack Requirements

React.js

Node.js

MongoDB

AWS Cloud Services

SendGrid API

System Integration Needs

CRM System Integration
Email Marketing Platform
Analytics Tools
GDPR Compliance Framework

Non-Functional Requirements

High availability (99.9% uptime)
Data encryption at rest and in transit
Scalable architecture for 10k+ concurrent users
WCAG 2.1 accessibility compliance
Multi-language support

Expected Business Impact

Anticipated 40% reduction in lead processing time, 25% increase in qualified lead conversion rates, and full compliance with international data protection regulations. The system will enable personalized client engagement while providing actionable insights into marketing campaign effectiveness.