LeadSync
Comprehensive CRM & Sales Automation Platform
About the Project
LeadSync is a comprehensive CRM platform built for B2B sales teams that need more than contact management. The platform provides end-to-end lead lifecycle tracking from first touch through closed deal, with pipeline visualization, sales automation, email integration, customer profiling, and real-time analytics that help teams close more deals faster.
Unlike generic CRM tools, LeadSync was designed around the way modern sales teams actually work — with automated lead scoring, intelligent follow-up reminders, email sequence automation, and deal forecasting that turns raw pipeline data into actionable revenue predictions.
Requirements & Objectives
- Build lead capture and management with custom fields, tagging, and segmentation.
- Implement visual pipeline with drag-and-drop deal management across configurable stages.
- Develop customer profile system with interaction history, notes, documents, and activity timeline.
- Create sales automation including lead scoring, follow-up sequences, and task assignment rules.
- Integrate bidirectional email sync with Gmail and Outlook including template management.
- Deliver real-time analytics with pipeline value, conversion rates, sales velocity, and revenue forecasting.
- Build team management with territory assignment, quota tracking, and performance leaderboards.
- Provide mobile app for field sales with offline access to contacts and deal information.
The Engineered Solution
1Intelligent Lead Management
Automated lead capture from web forms, email, and API sources with scoring algorithms that prioritize leads based on engagement signals, firmographic data, and behavioral patterns.
2Visual Sales Pipeline
Drag-and-drop pipeline board with configurable stages, weighted deal values, stale deal alerts, and forecasting that gives sales managers real-time visibility into expected revenue.
3Email & Communication Hub
Bidirectional email sync with Gmail and Outlook, templated outreach sequences, open and click tracking, and a unified communication timeline on every contact record.
4Revenue Analytics Engine
Real-time dashboards showing pipeline health, conversion funnels, sales velocity metrics, team performance comparisons, and AI-assisted revenue forecasting by quarter.
System Architecture & User Flow
Engineering Process
- Interviewed sales teams across five industries to identify common CRM pain points.
- Designed data model supporting custom fields, relationships, and multi-pipeline configurations.
- Built lead management with automated capture, deduplication, and scoring engine.
- Developed visual pipeline with real-time updates and drag-and-drop stage transitions.
- Implemented email integration with OAuth connections to Gmail and Outlook APIs.
- Created automation engine for follow-up sequences, task creation, and lead routing rules.
- Built analytics suite with configurable dashboards and scheduled report delivery.
Production Tech Stack
| Layer / Component | Production Technologies |
|---|---|
| Frontend | Next.jsTypeScriptTailwind CSS |
| Mobile App | React Native |
| Backend | Node.jsExpress |
| Database | PostgreSQLRedis |
Gmail APIMicrosoft Graph API | |
| Search | Elasticsearch |
Outcome & Business Impact
LeadSync increased average sales team close rates by 28% and reduced lead response time from 12 hours to under 30 minutes, directly attributable to automated scoring and follow-up sequences.
