15 / 15 · Business systems

Enterprise Call Center CRM & Lead Management

A lightweight CRM for a call center that moves large volumes of leads through a five-level workflow.

Client
Call center
Type
Business systems
My role
Analyst • Architect • Coder • Tester

Before

The call center was paying for an expensive third-party CRM and needed one that could cope with very large datasets and many agents working at the same time.

What I built

Leads move through five processing levels, with role-based access for each team, built on Laravel with Breeze and Spatie. MySQL is tuned for more than 10 million rows and 200 concurrent users, data is sent on to Salesforce, and reports come out as PDFs.

What it handles

  1. 01Five-level lead processing workflow, scaffolded using Breeze and Spatie
  2. 02Multi-user role-based access
  3. 03CRM to Salesforce data transfer
  4. 04High-volume MySQL optimization
  5. 05PDF reporting and analytics

Built with

  • Laravel
  • MySQL
  • jQuery
  • Tailwind CSS
  • PDF Reports
  • API to various Salesforce instances

Running on spreadsheets too?

Tell me what the spreadsheet does today and what you wish it did. Messages come straight to me.

contact@arc-max.com