Custom SaaS Development • AI Automation • CRM Integration

Project Overview

A growing B2B marketing agency needed a centralized SaaS platform to automate lead generation, prospect management, campaign tracking, and team collaboration. Their existing workflow relied on spreadsheets, multiple third-party tools, and manual research processes that limited scalability.

Convo Digital was engaged to design and develop a custom AI-powered lead generation platform capable of streamlining prospect discovery, lead qualification, outreach management, and performance reporting from a single dashboard.

The Challenge

The client faced several operational challenges:

• Manual lead research consuming significant team resources
• Data spread across multiple platforms
• No centralized reporting system
• Difficulty tracking campaign performance
• Limited collaboration between sales and marketing teams
• Lack of lead prioritization and scoring

As the business grew, these inefficiencies began impacting productivity and customer acquisition efforts.

Our Solution

We designed and developed a cloud-based SaaS application that unified lead generation, CRM functionality, campaign management, and AI-powered automation into a single platform.

The platform included:

• Lead Database Management
• AI Lead Scoring System
• Prospect Search & Filtering
• CRM Dashboard
• Email Campaign Tracking
• Performance Analytics
• Role-Based User Permissions
• Team Collaboration Tools
• Data Export & Reporting
• Third-Party API Integrations

Technology Stack

• Next.js
• React
• Node.js
• PostgreSQL
• OpenAI API
• AWS Cloud Infrastructure
• Docker

Results

Key Features Delivered

• AI-Powered Lead Qualification
• Custom CRM Dashboard
• Campaign Performance Tracking
• Real-Time Analytics
• User & Team Management
• Reporting & Data Exports
• Cloud Infrastructure Deployment
• Scalable Multi-User Architecture

Project Outcome

The completed SaaS platform enabled the client to streamline operations, improve team efficiency, and scale lead generation activities without increasing administrative overhead.

By centralizing lead management and leveraging AI-powered automation, the client gained greater visibility into sales activities while significantly reducing manual effort.