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:
- Adding new leads
- Lead search
- Editing
- Deleting
- Extend lead expiration time
- Quick lead view
- Extension requests
- Archiving
- Lead history view
- Sorting
- Notification system
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.