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Global Client Inquiry Management System Development

triare.net

Information technology

Business services

Consulting

Challenges in Client Engagement and Lead Management

Fragmented client communication across multiple regional offices leads to duplicated efforts, inconsistent follow-ups, and inefficient lead tracking. Current manual processes for handling project estimate requests result in delayed responses and potential loss of business opportunities.

About the Client

Multinational IT project management firm with offices in 4 countries offering software development and digital transformation services

Key Project Goals

Centralize client inquiry management across all global locations
Implement automated workflow for project estimate requests
Create unified communication platform for cross-office collaboration
Establish real-time analytics dashboard for lead tracking and business intelligence

Core System Functionalities

Multi-language contact form with regional routing
Automated estimate generation workflow
Centralized client communication hub
Real-time collaboration tools for cross-office teams
Analytics dashboard with lead conversion tracking

Technology Stack Preferences

Cloud-based SaaS architecture

React.js for frontend

Node.js with Express backend

MongoDB database

AWS cloud infrastructure

System Integration Requirements

Existing CRM system (Salesforce)
Email marketing platform (Mailchimp)
Payment gateway (Stripe)
Video conferencing API (Zoom)

Non-Functional Requirements

99.9% system uptime SLA
Support for 10,000+ concurrent users
GDPR and CCPA compliance
Response time under 2 seconds for 95% of requests
Multi-tenancy architecture for regional customization

Expected Business Impact

Projected 40% reduction in lead response time, 25% increase in client conversion rates, and 50% improvement in cross-office collaboration efficiency within first year of implementation. System scalability will support 30% annual business growth without additional infrastructure investment.