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Project · Car-dealer call centre · leads and payments · B2B

AutoLead

Digitising the Excel-based lead and payment tracking of a car-dealer call centre: a web interface with a backend that automatically receives leads and chats from the call-tracking CRM, processes them and shows them in an admin panel with filtering, logging and export.

PMWebhook · CRMIn production
Client
A car-sales company with its own call centre
Role
PM
Status
In production · stage 1
About the project

Before the project all data was processed by hand in Excel, even though leads and chats came from a call-tracking CRM. Stage one replaced the spreadsheets with an admin panel: webhook intake, duplicate detection, a client directory, Excel export, an audit log and manual payment entry for ROI.

Administrator scenarios are described in 40 use cases across 11 panel sections: sign-in, clients, analytics, spam, inactive, leads, chats, history, integrations, dictionaries and accounts.

Goals
  • Replace manual Excel tracking with automatic intake from the CRM
  • Give the call centre one panel with filters, export and an action history
  • Calculate ROI per client from leads and payments
  • Handle up to 10,000 leads a day with concurrent users
My role
PM
  • Running stage one: planning, task prioritisation, deadline control and hand-over to the client
  • Turning 40 administrator scenarios into team tasks and accepting the results
  • Working with the client: agreeing the stage scope and the groundwork for expansion — Telegram reports, new roles
  • On my own initiative — testing the panel and the webhook lead intake before hand-over
Key functionality
  • Administrator panel built on the “administrator table”
  • CRM integration via webhook: receiving the lead and chat payload
  • Data processing: name, phone, email, source site, duplicate and spam detection
  • Client directory with a client profile
  • Sign-in with email and password, captcha and a confirmation code
  • Excel export
  • Logging of user actions
  • Manual payment entry for ROI calculation
  • Groundwork for expansion: Telegram reports, new roles
Team
  • Frontend
  • Backend
  • QA
  • Business analyst
  • PMme

Panel testing — on my own initiative, on top of QA

Artifacts
  • 40administrator scenarios
  • 11admin panel sections
  • 10Kleads a day — design load
Audience
  • Administrators and operators of the dealer call centre
  • Management: control over leads, payments and ROI per client
  • Dealership clients whose leads are collected and tracked
Stack and tools
Webhook integration with the CRMCall trackingDeduplication and spam filtersExcel exportAction audit
Outcome
  • Stage one is in production: Excel tracking replaced by the admin panel
  • Leads and chats arrive from the CRM automatically, duplicates are detected by the system
  • Groundwork laid for Telegram reports and new roles
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