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Implementation of Automated Lead Capture and Compliance Management System

innowise.com

Information technology

Advertising & marketing

eCommerce

Challenges in Lead Management and Regulatory Compliance

Inefficient manual processes for capturing client contacts, lack of automated follow-up mechanisms, and complex management of data processing consents across multiple jurisdictions. Difficulty in maintaining compliance with evolving data protection regulations while scaling marketing operations.

About the Client

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

Key Goals for System Development

Create automated workflow for contact form submissions
Implement GDPR-compliant consent management system
Establish seamless integration with existing CRM infrastructure
Enable personalized marketing material delivery based on user preferences
Improve lead conversion rates through automated email tracking

Core System Capabilities

Multi-language contact form builder with conditional fields
Automated email response engine with template library
Consent lifecycle management dashboard
Marketing analytics and conversion tracking
API integration with existing portfolio management systems

Technology Stack Preferences

React.js for front-end development

Node.js with Express framework

MongoDB for document storage

AWS cloud infrastructure

SendGrid API for email delivery

System Integration Needs

CRM platform integration (Salesforce/HubSpot)
Marketing automation tools (Mailchimp)
Analytics platforms (Google Analytics 4)
Payment gateway for premium content access

Operational Requirements

HIPAA/GDPR compliance framework
99.9% system uptime SLA
Support for 10,000+ concurrent form submissions
End-to-end data encryption
Multi-tenancy architecture for different business units

Anticipated Business Outcomes

Expected 40% reduction in lead response time, 25% increase in qualified lead capture, and 60% improvement in compliance audit readiness. Projected 30% decrease in manual data processing efforts and enhanced capability to scale marketing campaigns across 15+ international markets.