Dear Client,
We hope this proposal finds you well. We are pleased to introduce our company, N&T Negocios y Tecnologias s.r.l., a leader in the IT industry with over 20 years of experience in developing web, mobile, blockchain, and AI projects.
We have carefully reviewed the requirements for the Lead Management & Analytics Tool project and are confident in our ability to deliver a high-quality solution. Our team of experts has a strong track record in providing innovative and efficient solutions to our clients.
The proposed Lead Management & Analytics Tool will serve as a comprehensive solution to monitor and analyze lead campaigns, generate ROI reports, manage customer and budget data, and offer real-time insights through a user-friendly web interface and a subsequent mobile application.
Here is an overview of the proposed components and features:
1. Lead Management:
- Auto-assignment of leads to specific campaigns or budgets based on HASH.
- Storage of additional attributes: ad number, Tirgot number/name, phone name, email.
- Lead segmentation: Filtering capabilities on all parameters.
- Lead conversion tracking through customer report uploads.
- Marking of duplicate leads.
2. Data Integration:
- Supermetrics API integration.
- Periodic sales data extraction capabilities.
- Report upload for objections/reasons by phone number.
- Sales value report by phone number.
3. Budget Management:
- Manual entry of budget allocation per client and media tool.
- Alert mechanism for budget deviations.
- Detailed logging of any budget alterations.
4. Notifications and Alerts:
- In-app budget deviation alerts.
- Email alert capabilities.
5. UI/UX:
- Consistent dashboard design across all clients.
- Visual representation of ROI per media, target, and visuals.
6. API Integrations:
- Lead Feed API with HASH-based security.
7. Client Management:
- Manual addition of clients.
- Duplicate client handling based on provided logic.
- Two levels of access: Admin & User.
8. Data Upload & Integration:
- Manual CSV upload capabilities.
- Real-time data integration for some modules.
- Third-party tools integration as required.
9. Reporting and Analysis:
- Generation of ROI, media, target, creative, and combined insights reports.
- Real-time analytics, with period filtering options.
In terms of the technical requirements, we propose using PHP with a MySQL database for the backend development. Security measures will include HASH-based security for the API and best practices for data protection, especially with sensitive information. We will ensure regular backups and implement fail-safe