Lead management system for the BaseGroup Labs

2017
DesignFrontendBackend

BaseGroup Labs develops software products and solutions for business analytics.

One of their partnership programs is oriented towards companies that work on analytical projects using the Deductor platform and/or have their own solutions that use data analysis technologies by BaseGroup Labs.

Partners' representatives register data on potential customers in a lead management system at basegroup.ru. This new system makes cooperation between partners and BaseGroup Labs employees more effective.

We developed what is essentially a small-scale CRM system for managing leads. It can be found on the partner portal. 

Main functionality:  

Notifications for actions with leads

Any action triggers a notification. These notifications show administrators from BaseGroup Labs actions and changes made to the lead.

Automatically archiving leads

Every lead has an expiration time. When a lead expires, it is automatically archived.

Extending lead expiration time

Partners can request extending a lead’s expiration time and BaseGroup employees can extend it from the interface. 

Reports

The monthly report system allows partners to get a report on all of their active leads. Admins can view reports on any user.

Technologies

We used Javascript to develop the easy-to-use, responsive interface and Drupal to develop the website as well as the API for leads.