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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core tools used

delivery pillars

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.

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.

Commission Tracking

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

Automated Notifications

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

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.

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.

Streamlined Lead Management

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

Enhanced Collaboration

Facilitate seamless sharing of leads between subcontractors and the platform.

Accurate Commission Tracking:

Ensure transparent and precise recording of referral commissions.

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.

Challenges

Addressing Key Obstacles with 909IT Academy’s Platform

The implementation of 909IT Academy’s platform effectively tackled several operational challenges. Fragmented lead management, previously hampered by error-prone manual tracking, was resolved by centralizing all lead-related activities within the system. Collaboration among subcontractors, which had been limited due to the absence of a streamlined process, was enhanced through a unified lead-sharing platform. Manual commission tracking, often inefficient and prone to errors, was automated to ensure accuracy and save valuable time. Furthermore, the platform was built to support scalability, enabling it to accommodate increasing user numbers and data volume seamlessly, thereby ensuring sustained efficiency and growth.

Business impact

Supporting detail for this section will be expanded as the case study content model grows.

Tech Stack

Tools We Used

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.

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.