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Implementation of Client Onboarding and Lead Management System

innowise.com

Information technology

Advertising & marketing

Business services

Lead Management Challenges

Inefficient client contact collection process, lack of automated follow-up mechanisms, and compliance risks in handling personal data for marketing purposes

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in delivering customized software solutions across industries

Project Goals

Streamline client contact acquisition through digital forms
Implement automated marketing material delivery system
Ensure GDPR-compliant data processing workflows
Enhance lead tracking and management capabilities

Core System Functionalities

Multi-channel contact form with validation
Automated email response system
Consent management dashboard
Lead scoring and segmentation
Analytics and reporting interface

Technology Stack

React.js for frontend

Node.js with Express

MongoDB database

AWS cloud infrastructure

System Integrations

Email marketing platform (Mailchimp/SendGrid)
CRM system (Salesforce)
Analytics tools (Google Analytics)
Payment gateway (Stripe)

Non-Functional Requirements

HIPAA/GDPR compliance
99.9% system availability
2000 concurrent user capacity
256-bit encryption for data security

Business Impact

300% increase in lead conversion rates through automated follow-up, 60% reduction in manual data processing tasks, and full compliance with international data protection regulations