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Case Study

Lead & Call Center Management Platform.

A custom operational platform developed to centralize lead management, call center operations, partner workflows, financial reporting, delivery processes and performance monitoring.

Project Type
Operational CRM Platform
Core Focus
Leads, Agents & Partners
Modules
CRM • Finance • Statistics • Logistics
Stack
React.js • Node.js • Express.js • APIs • SQL
Project Overview

A centralized system for managing high-volume operational workflows.

This platform was developed to support businesses managing large lead volumes, multiple agents, external partners, product offers, delivery workflows and operational reporting requirements.

Instead of relying on spreadsheets, disconnected tools and manual updates, the system provides a centralized environment for managing the full workflow — from incoming lead to final status, agent performance, finance and partner reporting.

Lead and Call Center Management Platform Screenshot
Business Challenge

The client needed more than a basic CRM.

Managing large volumes of leads requires a system that can handle multiple operational layers: agents, partners, products, offers, delivery statuses, financial visibility and performance reporting.

The main challenge was building one platform that could connect these workflows and reduce manual work while giving managers real-time visibility into business performance.

High Lead Volume The system needed to handle large numbers of leads across multiple statuses and countries.
Multiple Operational Roles Agents, administrators, partners and managers required different access levels.
Partner & Offer Management The business needed structured management for partners, products and offers.
Reporting Requirements Managers needed statistics, agent performance reports and financial insights.
The Solution

A complete operational CRM and call center management platform.

01

Kanban Lead Management

Visual lead workflow with columns for statuses, filters, search, priority markers and real-time operational visibility.

02

Agent Operations

Tools for agents, shifts, activity tracking, performance monitoring and call center workflow management.

03

Partner Management

Partner records, ownership tracking, performance visibility and cooperation workflows for external partners.

04

Finance Module

Financial reporting, revenue visibility, operational metrics and business performance tracking.

05

Logistics Integration

Support for delivery workflows, shipment status tracking and integration with external courier processes.

06

Statistics & Ranking

Agent statistics, monthly rankings, productivity tracking and formula-based performance measurement.

Kanban Lead Management Screenshot
Core Module 01

Kanban Lead Management

The system includes a Kanban-based lead management interface designed for fast operational overview and structured lead handling.

  • Lead search and advanced filtering
  • Status-based lead workflow
  • Country segmentation
  • Priority indicators
  • Real-time operational overview
Core Module 02

Call Center & Agent Operations

Dedicated workflows were developed for call center teams, allowing managers to monitor agent activity, shifts and lead handling efficiency.

  • Agent management
  • Shift management
  • Lead assignment workflows
  • Activity tracking
  • Monthly performance visibility
Agent Operations Screenshot
Partner Management Screenshot
Core Module 03

Partner & Offer Management

The platform supports cooperation with external partners and structured offer management, giving the business better control over lead ownership and partner performance.

  • Partner records and management
  • Offer and product management
  • Partner performance monitoring
  • Lead ownership tracking
  • Operational visibility across partners
Core Module 04

Finance & Operational Reporting

Financial reporting tools were added to give management clearer visibility into operational performance, revenue and business metrics.

  • Finance module
  • Revenue visibility
  • Performance reporting
  • Operational metrics
  • Management dashboards
Finance Module Screenshot
Logistics Integration Screenshot
Core Module 05

Logistics & Courier Integration

The platform was designed to support delivery workflows and operational synchronization with courier processes.

  • Delivery workflow support
  • Shipment status tracking
  • Order lifecycle monitoring
  • Courier-related operational updates
  • Reduced manual logistics tracking
Core Module 06

Statistics, Rankings & Performance Formula

Comprehensive reporting tools provide visibility into agent performance, monthly results and productivity rankings based on defined efficiency logic.

  • Agent statistics
  • Monthly rankings
  • Formula-based efficiency measurement
  • Conversion statistics
  • Operational KPI monitoring
Statistics and Ranking Screenshot
Technology Stack

Built with scalable backend logic and operational reliability in mind.

The system was built with a backend-first approach, focusing on data structure, role management, API workflows, reporting logic and long-term maintainability.

Node.js Express.js SQL REST APIs Authentication Role Management Dashboard Logic Workflow Automation External Integrations Reporting Engine
“The goal was not just to build a CRM — the goal was to build a central operating system for lead, agent, partner and delivery operations.”
Outcome

A more structured, scalable and transparent operational workflow.

The final platform gave the business one centralized system for managing leads, call center agents, partners, financial reporting, logistics workflows and operational performance.

Instead of relying on scattered processes, the team gained a structured operating environment designed to support growth, reporting accuracy and future integrations.

Centralized Operations

Leads, users, partners, offers, statistics and finance were connected into one internal system.

Reduced Manual Work

Operational tasks and reporting workflows became easier to manage through structured system logic.

Better Visibility

Management gained clearer insight into agent performance, lead statuses, partner activity and financial metrics.

Scalable Workflow

The platform was designed to support growing lead volume and more complex operational requirements.

Role-Based Control

Different user types were given appropriate access to relevant modules and system functionality.

Integration Ready

The system architecture allows integration with advertisers, courier workflows and external data sources.

Need a custom CRM, ERP or internal business platform?

Virtus Inno develops custom web applications, operational systems, CRM platforms and backend infrastructure tailored to real business workflows.

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