endorsedOngoing

Custom CRM & Operations System for Lead Generation Company

Services Covered:

Custom Software Development • Software Maintenance and Support • CRM Solutions

Industry

Business Consulting & Services

Duration

124 months

Budget

50K - 199K

Start Date

1 April 2016

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Golden Eagle IT 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

Lead Orchard

Philadelphia, United States of America

Project Summary

Golden Eagle IT Technologies developed a custom CRM and operations environment for a lead generation services company using Python and Django, launching the system in 2016. The solution includes dialing, employee activity tracking, call logging, and performance-based payroll tools. The custom system replaced costly third-party software, saving the client significant annual costs, and Golden Eagle continues to provide maintenance and ongoing support.

Key Challenges

High ongoing costs from third-party software per employee and per client
Need for a customized system to reduce expenses and better fit the company's call-center workflows
Requirement to replicate and extend existing tools for dialing, tracking, and client management

Project Deliverables

Custom CRM system built from scratch
Dialing system for virtual call center operations
Employee activity tracking and performance reporting
Payment and performance-based payroll tools
Wireframes and design sketches followed by a production launch

Project Solution

Golden Eagle designed and built a bespoke CRM and operational software environment from initial sketches and wireframes, using Python and Django. The vendor implemented core features for a virtual call center including a dialing system, activity tracking, call logging, and performance-based payroll calculations. The solution launched in 2016 and Golden Eagle continues to provide maintenance and support, collaborating via Slack, Trello, and Skype and delivering work in two-week sprints.

Project Outcome

Saved over $35,000 per year by replacing third-party software
Improved internal processes through customized tools tailored to the client's needs
Delivered on schedule with strong project management and ongoing communication

Platforms

Tech Stack

Python
Django

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The custom software system has allowed the client to save over $35,000 per year on third-party software, as well as to improve their processes by providing custom-made tools. Golden Eagle It technologies is highly communicative via Skype, Slack, and Trello, and they deliver what they promise.”
Tom Mangan
President & Owner
Date: 03/07/2023