Lead Management Web App with API Integration

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Develop a web app and APIs to centralize lead management, communication, and reporting for Member Force employees across ClubReady, MindBody, and MarianaTek CRMs. The platform will integrate with Kixie for calls, embed CRM-native texting tools for post-call messaging, and include robust reporting capabilities to track performance and outcomes. Key features include: * Unified Communication Hub: Employees can initiate calls and send follow-up texts directly from lead profiles, with interactions automatically logged in CRMs. * Enhanced Middleware APIs: Facilitate real-time synchronization of lead data, call outcomes, and SMS/MMS messaging across CRMs. * Post-Call Workflow Automation: * Auto-display texting interface after call completion. * Preloaded templates for common follow-up messages. * Message status tracking with CRM updates. * Reporting Tools: Generate detailed client-facing reports that consolidate lead activity, call outcomes, and text interactions. Reports will be delivered automatically via Slack or other preferred channels. * User-Friendly Dashboard: Provides tools for lead prioritization, filtering, and real-time updates from CRMs, ensuring seamless workflows for employees. * Employee Login: * Secure login credentials for employees to access the platform. * Role-based permissions to ensure appropriate access to data and features. * Activity logging to track employee actions within the system for accountability.

Keyword: App Management

Price: $35.0

Database Management Python API Web Development API Development API Integration