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Internal Demonstration Project

Status: Internal Demo

CRM and Lead Management System

A unified CRM workspace that captures leads from web forms, email, and messaging channels, assigns ownership automatically, and tracks every conversation through a visual pipeline until conversion or closure.

CRM and Lead Management System — interactive demonstration interface

Business problem

Leads scattered across email, spreadsheets, and messaging apps with no unified follow-up workflow.

Solution overview

A unified CRM workspace that captures leads from web forms, email, and messaging channels, assigns ownership automatically, and tracks every conversation through a visual pipeline until conversion or closure.

Core modules

Lead capture hub

Centralize inbound leads from website forms, imports, and API integrations with duplicate detection and source attribution.

Pipeline board

Kanban-style stages from New → Qualified → Proposal → Won with drag-and-drop status updates and stage-level metrics.

Follow-up engine

Scheduled reminders, overdue alerts, and activity timelines so sales teams never miss the next touchpoint.

Reporting dashboard

Conversion rates, lead source performance, rep workload, and forecast summaries updated in real time.

How the workflow runs

Illustrative end-to-end flow for this demonstration concept.

01

Capture

Lead arrives from form, email, or API webhook.

02

Assign

Rules engine routes to the right owner by territory or service line.

03

Qualify

Rep updates stage, logs notes, and schedules follow-ups.

04

Convert

Won deals trigger handoff to delivery or billing workflows.

Suggested architecture

Layered structure aligned with the technology stack below.

Presentation
React SPA Responsive pipeline UI Role-based views
Application
Spring Boot REST API Assignment rules Notification service
Data
PostgreSQL Audit logs Encrypted credentials

Stack: Java, Spring Boot, React, PostgreSQL

Expected business outcomes

  • Single source of truth for all inbound leads
  • Reduced response time through automated assignment
  • Clear visibility into pipeline health and bottlenecks
  • Foundation for quotes, proposals, and customer handoff

This is an internal demonstration concept created by DTDESK to illustrate technical approach. It is not a completed client project.

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