Project Overview

Lead Capture and Referral Platform for 909 IT Academy

The Lead Capture and Referral Platform for 909 IT Academy was developed to streamline the management of leads and referrals, enabling seamless information sharing between subcontractors and the central platform. It supports admin oversight, lead status tracking, commission management, and email notifications for real-time updates. The application is fully hosted on AWS to ensure scalability and security.

Industry: Lead Capture And Referral Platform For 909 It AcademyDuration: 12-16 weeks
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8
core tools used
4
delivery pillars
18
key improvements mapped
Live
launch status
Key Features

Streamlining Operations with 909IT Academy CRM Features

The 909IT Academy CRM system introduces innovative features designed to enhance lead management, user control, and data security, ensuring seamless scalability and operational efficiency.

Commission Tracking

Simplifies financial reconciliation by tracking and recording commissions for each referral.

Data Exporting

Facilitates exporting of leads and related data for audits, reporting, and further processing.

Scalability

Supports seamless growth with AWS hosting, ensuring robust infrastructure for expansion.

Security

Ensures secure user permissions through role-based access control, safeguarding sensitive information.

Admin Dashboard

Tracks lead statistics and allows creating, updating, and exporting data in multiple formats like CSV and Excel.

Lead Management

Enables subcontractors to create leads with contact and referral details, streamlining submissions to the platform.

User Account Management

Allows admins to create accounts, assign permissions, and let users manage connections and leads independently.

Automated Notifications

Sends real-time email updates on lead status changes to keep users informed.

Objectives

Achieving Core Goals with 909IT Academy CRM

The 909IT Academy CRM is designed to meet critical objectives that enhance lead management, collaboration, and scalability.

Real-Time Notifications

Keep users updated with automated email notifications for key events.

Scalable Design

Develop a system capable of managing growing user and data demands effectively.

Enhanced Collaboration

Facilitate seamless sharing of leads between subcontractors and the platform.

Streamlined Lead Management

Simplify the process of capturing, tracking, and managing leads efficiently.

Accurate Commission Tracking:

Ensure transparent and precise recording of referral commissions.

Key Results

Delivering Measurable Results with 909IT Academy CRM

The implementation of 909IT Academy CRM has driven significant improvements in operational efficiency, collaboration, and scalability.

Real-Time Engagement

Faster responses achieved through email notifications on lead status changes.

Operational Efficiency

Reduced manual effort in lead tracking and management by 60%.

Enhanced Collaboration

Streamlined lead referral processes between subcontractors and the platform.

Accurate Commission Tracking:

Automated recording and reporting simplified financial reconciliation.

Scalability

Successfully scaled to accommodate increased users and lead data without performance issues.

Tech Stack
Tools We Used

Database

MongoDB provides efficient, scalable, and secure data storage solutions.

Hosting And Communication

AWS offers a reliable and secure hosting environment with excellent scalability and Integrated email system enables automated notifications for real-time updates.

Frontend

ReactJS powers a dynamic and responsive user interface for seamless user experiences.

Backend

Node.js handles API and server-side logic, ensuring robust performance.