Lead Management & Analytics Tool
Budget: $1,500 – $3,000 USD
1. Overview:
A comprehensive tool to monitor and analyze lead campaigns, generate ROI reports, manage customer and budget data, and offer real-time insights to clients through a web interface and subsequent mobile application.
2. Components & Features:
Lead Management:
Auto-assignment of leads to specific campaigns or budgets based on HASH.
Storage of additional attributes: ad number, Tirgot number/name, phone name, email.
Lead segmentation: Filtering capabilities on all parameters.
Lead conversion tracking through customer report uploads.
Marking of duplicate leads.
Data Integration:
Supermetrics API integration.
Periodic sales data extraction capabilities:
Report upload for objections/reasons by phone number.
Sales value report by phone number.
Budget Management:
Manual entry of budget allocation per client and media tool.
Alert mechanism for budget deviations.
Detailed logging of any budget alterations.
Notifications and Alerts:
In-app budget deviation alerts.
Email alert capabilities.
UI/UX:
Consistent dashboard design across all clients.
Visual representation of ROI per media, target, and visuals.
API Integrations:
Lead Feed API with HASH-based security.
Client Management:
Manual addition of clients.
Duplicate client handling based on logic provided.
Two levels of access: Admin & User.
Data Upload & Integration:
Manual CSV upload capabilities.
Real-time data integration for some modules.
Third-party tools integration as required.
Reporting and Analysis:
Generation of ROI, media, target, creative, and combined insights reports.
Real-time analytics, with period filtering options.
3. Technical Requirements:
Backend:
PHP with a MySQL database.
Security:
HASH-based security for API.
Best practices for data protection, especially with sensitive data.
Regular backups and fail-safe mechanisms.
Scalability:
Architecture should support growth in terms of data volume and user load.
4. Additional Considerations:
UI/UX mockups and wireframes would be beneficial for clearer development direction.
The system should have comprehensive error handling, especially for data uploads.
Regular audits and performance checks after initial deployment.
A comprehensive tool to monitor and analyze lead campaigns, generate ROI reports, manage customer and budget data, and offer real-time insights to clients through a web interface and subsequent mobile application.
2. Components & Features:
Lead Management:
Auto-assignment of leads to specific campaigns or budgets based on HASH.
Storage of additional attributes: ad number, Tirgot number/name, phone name, email.
Lead segmentation: Filtering capabilities on all parameters.
Lead conversion tracking through customer report uploads.
Marking of duplicate leads.
Data Integration:
Supermetrics API integration.
Periodic sales data extraction capabilities:
Report upload for objections/reasons by phone number.
Sales value report by phone number.
Budget Management:
Manual entry of budget allocation per client and media tool.
Alert mechanism for budget deviations.
Detailed logging of any budget alterations.
Notifications and Alerts:
In-app budget deviation alerts.
Email alert capabilities.
UI/UX:
Consistent dashboard design across all clients.
Visual representation of ROI per media, target, and visuals.
API Integrations:
Lead Feed API with HASH-based security.
Client Management:
Manual addition of clients.
Duplicate client handling based on logic provided.
Two levels of access: Admin & User.
Data Upload & Integration:
Manual CSV upload capabilities.
Real-time data integration for some modules.
Third-party tools integration as required.
Reporting and Analysis:
Generation of ROI, media, target, creative, and combined insights reports.
Real-time analytics, with period filtering options.
3. Technical Requirements:
Backend:
PHP with a MySQL database.
Security:
HASH-based security for API.
Best practices for data protection, especially with sensitive data.
Regular backups and fail-safe mechanisms.
Scalability:
Architecture should support growth in terms of data volume and user load.
4. Additional Considerations:
UI/UX mockups and wireframes would be beneficial for clearer development direction.
The system should have comprehensive error handling, especially for data uploads.
Regular audits and performance checks after initial deployment.