CRM and Booking Calendar
Budget: $250 – $750 USD
I need an internal database that links every new call we receive to the marketing campaign that generated it, then follows that lead all the way to a confirmed booking on our calendars. The call data will come from two places: the Smith.ai platform (they provide an API and webhooks) I have not decides on Smith.ai as of yet but leaning towards that - and then of course manual entries from my team.
I’m not fixed on SQL or NoSQL—advise me on the best fit once you see the data volume and reporting needs. What matters is fast look-ups, easy reporting, and a front-end my staff can use without technical help.
Key deliverables
• A clear recommendation (and brief rationale) for the tech stack
• The database schema built and deployed
• Automated ingestion from Smith.ai plus a simple manual-entry form
• Fields that let us tag each call with its marketing source and track its progress to a booking
• Calendar integration ( Currently we are using Outlook Calendar) so booked appointments appear automatically
• A lightweight dashboard or set of reports showing call volume, cost-per-lead, and booking conversion rate
Acceptance criteria
1. A demo showing a call flowing in from Smith.ai, being tagged, and appearing on the calendar when booked.
2. All code/scripts documented so my team can maintain them.
If you’ve solved a “calls-to-calendar” pipeline before, or have strong API integration skills, you’ll be a great fit.
I wrote this up (with the help of Chat GPT) - It is clear I have never done this before so if I have missed anything just let me know -
Thanks - Beth
I’m not fixed on SQL or NoSQL—advise me on the best fit once you see the data volume and reporting needs. What matters is fast look-ups, easy reporting, and a front-end my staff can use without technical help.
Key deliverables
• A clear recommendation (and brief rationale) for the tech stack
• The database schema built and deployed
• Automated ingestion from Smith.ai plus a simple manual-entry form
• Fields that let us tag each call with its marketing source and track its progress to a booking
• Calendar integration ( Currently we are using Outlook Calendar) so booked appointments appear automatically
• A lightweight dashboard or set of reports showing call volume, cost-per-lead, and booking conversion rate
Acceptance criteria
1. A demo showing a call flowing in from Smith.ai, being tagged, and appearing on the calendar when booked.
2. All code/scripts documented so my team can maintain them.
If you’ve solved a “calls-to-calendar” pipeline before, or have strong API integration skills, you’ll be a great fit.
I wrote this up (with the help of Chat GPT) - It is clear I have never done this before so if I have missed anything just let me know -
Thanks - Beth