endorsedOngoing

Lead Distribution Platform & AI Chatbot for B2B Marketing Company

Services Covered:

Custom Software Development • Mobile Application Development • AI and Machine Learning • Software Product Development

Industry

Advertising & Marketing

Duration

122 months

Budget

200K - 999K

Start Date

1 June 2016

Team Size

6-10 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

78/100

Good

Project Capability Score (PCS) estimates how capable Clavis Technologies is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Phoenix, United States of America

Project Summary

Clavis Technologies built a lead-distribution platform and native mobile apps for a B2B marketing/lead-generation company, using PHP, JavaScript and AWS with a MySQL backend. They developed a chatbot that increased conversions by 30–50% and later expanded it into a customizable AI-driven product. The engagement began in June 2016 and remains ongoing; the client highlights stable, editable code and strong project management and communication.

Key Challenges

Need for a dedicated team of software engineers to build and grow products
Improve lead generation approach and increase conversion rates

Project Deliverables

Lead distribution platform
Native iOS and Android mobile apps
Chatbot with machine learning (convertible to product)
Backend with MySQL and AWS hosting
Company profile management and lead-matching system
Responsive lead tracking and automatic billing

Project Solution

Clavis Technologies developed a lead distribution platform using PHP and JavaScript with a MySQL backend, and hosted services on AWS. They built native iOS and Android apps and implemented a customizable homeowner questionnaire, company profiles, and a lead-matching workflow that distributes leads via mobile app, email, and text. They prototyped a chatbot that improved conversions and expanded it into an AI-driven, customizable product integrated with multiple APIs; they provided ongoing development, maintenance, and responsive project management.

Project Outcome

The engagement increased internal growth and revenue
The lead distribution software and chatbot improved conversion rates (chatbot conversions rose by 30%–50%)
Delivered stable, maintainable code that is easy to edit
Strong project management with daily communication and regular sprint tracking (uses Orangescrum); deadlines respected

Platforms

Mobile
Cloud

Tech Stack

JavaScript
MySQL
Amazon Web Services (AWS)
iOS
Android

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Clavis Technologies delivers high-quality products that drive revenue streams and increase conversion rates. They’re able to allocate the resources required to develop complex software with machine learning functionalities. Their team of talented developers provide a transparent experience.”
Anonymous
Co-Founder
Date: 11/01/2018