Gallery Case Study
Lead Generation CRM
A CRM-style workflow for lead handling, real-time updates, duplicate prevention, and operational visibility.
Problem
Lead teams need quick visibility into incoming leads and clean data. Duplicate routing, stale status, and slow dashboards create missed follow-ups.
Solution
- Built dashboard interactions for viewing and managing lead states.
- Added duplicate routing prevention so repeated leads were easier to identify before they polluted workflows.
- Used real-time update patterns to keep operational screens fresher without manual refreshes.
Technical Highlights
- Operational UX focused on speed and clarity.
- Backend checks to protect data quality.
- Dashboard patterns that support repeated daily use.
Outcome
The CRM work improved lead visibility and reduced avoidable data duplication, making the workflow easier to trust.
ReactNode.jsMongoDBWebSocketDashboards