Lead Generation Platform Development (Financial Services)
Services Covered:

Industry
Financial Services
Duration
135 months
Budget
200K - 999K
Start Date
1 January 2010
Team Size
6-10 Employees
Engagement Model
Onshore
Project Capability Score (PCS)
69/100
Good
Project Capability Score (PCS) estimates how capable PureLogics LLC 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
Project Summary
PureLogics developed a marketing-technology lead generation platform for a financial-services client using Linux, MySQL, and PHP. The vendor built the platform from scratch, starting with a bare-bone lead generation process and adding features and processes as the business grew. The client praises the team as thorough, diligent, and capable of independent work, noting the first app version was completed in under eight months.
Key Challenges
- Needed help building the platform from scratch
- Required scalable lead-generation functionality as the business grew
Project Deliverables
- Lead generation platform
- Bare-bone lead generation process
- Platform features and business processes
Project Solution
The vendor built the client's lead-generation platform from scratch, beginning with a minimal lead-generation process and iteratively adding features and business processes as the company grew. Development used a LAMP-style stack (Linux, MySQL, PHP). The team assigned to the engagement numbered 5–10 people, and the relationship began in January 2010 and continued as an ongoing engagement.
Project Outcome
- Completed the first version of the app in under eight months
- Maintained regular communication through weekly standups, messaging apps, and email reports
- Developers were well managed and worked independently
Platforms
Web
Tech Stack
MySQL
PHP
Linux
Client Endorsement
Overall Review Rating
5
5 out of 5 stars
Timeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“PureLogics’ work is excellent. The team is thorough, diligent, and hardworking. Customers can expect a team that’s capable of both following directions and seamless thought leadership.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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