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Business systems

Lead management system

A custom CRM for a brokerage sales team, with multi-level access, live pipeline reporting and WhatsApp bot search.

Client
Enrichers Investment Group (EIG), Pakistan
Services
Back-end engineering, DevOps, UI/UX design, Custom software development
Date
January 2021
Lead management system dashboard

Enrichers Investment Group is an investment company in Pakistan, founded in 2011, running one of the country’s largest certified brokerage workforces.

The challenge

EIG needed a lead management system that was easy for sales teams to use, with full search across their leads. It had to make the whole process, from first call to booked appointment, faster to run and easier to track.

What we built

We designed the system around the sales team’s day: calling, follow-ups and setting appointments all happen in one place. A hierarchical permission model gives each level of the organisation the access it needs, and no more.

Dynamic reporting shows the whole pipeline at a glance, so managers can see where leads stall. WhatsApp bots let the team search leads from their phones without opening the system.