MS

PROJECT 08 / Case study

Lead Management System

A real-time lead tracking platform with third-party lead-generation API integrations and WebSocket presence, so no two staff members work the same lead at once.

Lead Management System

Project overview

Engineered a lead management workflow for capturing inquiries, coordinating follow-ups, and reviewing sales activity. Leads flow in from third-party lead-generation APIs as well as internal forms, and an Amazon API Gateway WebSocket layer broadcasts live claim and presence events so every dashboard shows which staff member is currently working each lead. That real-time locking removed duplicate outreach and stopped multiple agents from contacting the same prospect at the same time. The platform also covers email notifications, operational reporting, and dashboards for sales activity.

Key highlights

  • Integrated third-party lead-generation APIs to ingest, normalise, and de-duplicate inbound leads from multiple providers.
  • Built a real-time presence layer on Amazon API Gateway WebSocket services to show which staff member was actively working each lead.
  • Implemented lead claim/lock semantics with automatic release on disconnect or idle timeout, preventing two agents from handling the same lead.
  • Broadcast live lead status and assignment changes to all connected dashboards, eliminating duplicate outreach to the same prospect.
  • Delivered follow-up scheduling, email notifications, and sales activity reporting on top of the lead pipeline.

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