Lead Management System
Capturing, scoring and routing leads automatically - so no enquiry falls through the cracks.
The Problem
A company generating leads from multiple channels - website forms, Google Ads, referrals and phone calls - had no unified system. Leads were scattered across email, spreadsheets and individual sales reps phones.
Lead response time averaged 6 hours. Follow-up was inconsistent. Management had no pipeline visibility.
Requirements
- Unified lead capture from all channels with source tracking.
- Automatic lead scoring based on profile and engagement.
- Smart assignment to sales reps based on territory and capacity.
- Automated follow-up sequences triggered by score and time.
- Pipeline tracking with stage management.
- Reporting with conversion metrics by channel.
Architecture
- 01React and TypeScript dashboard.
- 02Python backend with FastAPI.
- 03Postgres for lead data, scoring rules and assignment logic.
- 04WhatsApp and email integration for follow-up.
- 05Webhook handlers for each lead source.
- 06Cron jobs for scoring recalculation and stale lead alerts.
Results
- Lead response time dropped from 6 hours to under 15 minutes.
- Follow-up completion went from 60% to 98%.
- Pipeline visibility went from zero to real-time dashboards.
- Sales team efficiency improved - automated scoring means reps focus on the highest-value leads first.
- Channel attribution data led to a 25% improvement in ad spend allocation.
Frequently Asked Questions
How does lead scoring work?
A configurable algorithm weighs profile data (company size, industry), engagement signals (form completeness, website visits) and recency to produce a score.
Can leads come from Google Ads?
Yes - UTM parameters and form hidden fields capture ad source, campaign and keyword data.
How do you prevent duplicate leads?
Email and phone deduplication with merge logic for incomplete records.
Want something similar?
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