Agency Lead Management Platform

The problem

Leads arrived from everywhere — the website contact form, referrals, paid campaigns, cold replies, and DMs. Each one landed in a different inbox or spreadsheet, and whether it got followed up depended entirely on who saw it first and whether they remembered.

The agency was losing real revenue to simple operational gaps:

• Leads sat unanswered for days because no one clearly owned them.
• Two people occasionally reached out to the same prospect, or nobody did.
• There was no reliable view of the pipeline — just scattered notes and gut feel.
• Follow-ups relied on memory, so warm leads went cold without a nudge.
• Reporting on where leads came from and what converted was essentially guesswork.

The solution

I built a lead management platform that funnels every inbound enquiry into one pipeline, automatically assigns an owner, and keeps the whole team accountable with reminders and a clear, shared view of status.

What it does

• Universal intake — website forms, campaign leads, and manual entries all flow into a single inbox with source tracking.
• Automatic routing & assignment — new leads are assigned to the right person based on rules, so ownership is never ambiguous.
• Pipeline stages — a visual board moves each lead from new → contacted → qualified → won/lost with full history.
• Follow-up reminders — the system nudges owners about stale leads before they go cold.
• Activity timeline — every call, email, and note is logged against the lead for a complete record.
• Source & conversion reporting — see which channels produce leads that actually close.

How it was built

Incoming leads are received through form endpoints and integrations, de-duplicated, and enriched before being placed in the pipeline. Background jobs handle assignment rules, scheduled follow-up reminders, and notifications, while reporting is generated from a clean, queryable data model.

The results

Instead of hoping the right person spotted the right message, the agency now works from a single accountable pipeline. Every lead has an owner and a next action, follow-ups happen on schedule, and leadership finally has a clear, honest view of where deals stand and which channels are worth the spend.