Streamlining Lead Management for Smarter, Faster Conversions
This LMS platform simplifies lead tracking, boosts team efficiency, and automates communication for seamless conversion at scale.
Mission
Help LMS turn repair requests into lasting customer relationships—faster, smarter, and with less hassle.
To empower LMS with a smart, seamless request management solution that simplifies operations, strengthens client relationships, and accelerates growth through better organization, real-time visibility, and efficient workflows.
Objective
Elevating Customer Management with a Customised LMS
LMS stands for Lead Management System—a solution designed to help service-based businesses manage incoming requests and customer interactions more efficiently.
In this case, the system supports a wide range of repair and construction services, including mailbox repairs, rebuilds, retaining walls, brickwork, stone and concrete repairs, chimneys, and fireplaces.
To enhance their operations and effectively manage service requests, we built an LMS to streamline communication, improve tracking, and support business growth through better organization and responsiveness.
Briefing
Better Control Over the Leads
Lead Storage and Organization
Categorization and segmentation of leads for easy tracking.
Data Security and Compliance
Compliance with data privacy regulations (e.g., GDPR, CCPA).
Real-Time Activity Tracking
- Monitor and manage lead activities in real time for quick, informed actions.
- Use live dashboards to keep teams aligned and responsive.
User Access and Permissions
User permissions for different teams and team members.
Customization & Integration
Integration capabilities with other software and APIs.
Lead Assignment
Lead routing on criteria such as location, product interest, etc.
Mobile Accessibility
Instant updates and alerts to stay connected anywhere.
Lead Tracking & History
View complete history to understand the buyer journey.
Target
Key Focus Areas to Enhance Engagement
This section outlines priority features designed to improve lead communication, streamline messaging, and boost relationship building with high value clients.
Communication Tools
Referral Messages
Hotlist
Challanges & Solutions
Better Control Over the Leads
Old Libraries
The draw back with old libraries were that they are workable only for one system. Secondly, new libraries couldn’t be added.
Class Based Web
Both the web and the portal were built with class-based structures making the project more resource intensive, and slowing the speed.
Revamp iOS App
Uploaded new packages and libraries that offer cross-system compatibility and flexibility.
This also ensures that the app is not limited to a single system and can be easily extended with additional functionality as required.
Functional Base App
To address the resource-intensive nature and slow speed of both the web and portal, we opted refactoring the codebase to adopt a more efficient and performance-oriented architecture.
This was achieved by transitioning from class-based structures to function-based or modular structures.
Squads
The Team Behind the Success
CODING
QA
Management
Arsenal
Dev Ninjas used to conquer the mission efficiently and effectively
Results
Mobile App
Track, manage, and respond to leads on the go with full-featured mobile access.
Web App
Web platform to manage, track, and engage leads with powerful automation tools.
Features Empowering Smarter Lead Engagement
From targeted filtering to automated messaging, these tools streamline lead handling, boost efficiency, and enhance follow-through.
Smart Lead Filtering
Export & Share Instantly
Priority Management Made Easy
Email & SMS Template Builder
Testimonials
Engagement with our client
10+ Years
More than a decade of collaboration
Partnering with Discretelogix over the past decade has been a defining decision for our company. From concept to execution, they’ve consistently delivered scalable, reliable, and intuitive software that has powered our LMS from the ground up. Their deep understanding of user needs and long-term commitment to our growth has made them more than just a vendor—they’re a true extension of our team.
CEO at Omega Masonary
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