Case Studies

Referral Management System

Solution Overview

• Referral Management / Lead Management Application.
• Manage Leads, Contacts, Tasks.
• Get Action history for every leads.
• Better monitoring & Tracking of the leads.
• Fully Configurable Tasks | Automated Tasks
• Automated Communications using Email | SMS | Whatsapp.
• Integrated with Email, Calendar, Website.

Challenges / Business Problem

Build product with features like:

• System should allow to manage contacts/ upload contacts.
• Should enable lead management.
• Should enable task management.
• Auto reminders on pending tasks.
• Monitor lead sources.