Challenge
Project Description
Lead Orchard is a CRM ,Lead Orchard works for Insurance companies and Customers. The CRM manages the Leads, Employees, Clients, inbuilt Calling, Advanced Filters for the Prospects, Maintain the schedule of clients.
Business problem
The problem is the lack of a comprehensive CRM solution tailored for insurance companies, which hinders effective management of leads, employees, and clients, as well as efficient scheduling and communication with prospects, resulting in missed opportunities and reduced productivity.
Architecture
Micro Service
Teams involved
Python Team Quality assurance Test-Driven Development, Automated & Manual Testing, Performance Testing, Security Assurance, Cross-Platform Testing.
Project Description
Lead Orchard is a CRM ,Lead Orchard works for Insurance companies and Customers. The CRM manages the Leads, Employees, Clients, inbuilt Calling, Advanced Filters for the Prospects, Maintain the schedule of clients.
Business problem
The problem is the lack of a comprehensive CRM solution tailored for insurance companies, which hinders effective management of leads, employees, and clients, as well as efficient scheduling and communication with prospects, resulting in missed opportunities and reduced productivity.
Architecture
Micro Service
Teams involved
Python Team Quality assurance Test-Driven Development, Automated & Manual Testing, Performance Testing, Security Assurance, Cross-Platform Testing.
Solution
Lead Orchard is a comprehensive CRM platform designed to serve both insurance companies and their customers. It efficiently manages leads, employees, and clients, while offering built-in calling functionality and advanced filters for prospects. The CRM also keeps track of scheduled calls with clients or agents, ensuring no important meetings are missed. Additionally, Lead Orchard includes robust calendar management, allowing users to organize and maintain their schedules seamlessly. For enhanced security, the platform supports two distinct methods of authorization: two-way authentication and two-factor authentication, ensuring secure access to sensitive data.
Lead Orchard is a comprehensive CRM platform designed to serve both insurance companies and their customers. It efficiently manages leads, employees, and clients, while offering built-in calling functionality and advanced filters for prospects. The CRM also keeps track of scheduled calls with clients or agents, ensuring no important meetings are missed. Additionally, Lead Orchard includes robust calendar management, allowing users to organize and maintain their schedules seamlessly. For enhanced security, the platform supports two distinct methods of authorization: two-way authentication and two-factor authentication, ensuring secure access to sensitive data.
Results
Lead Orchard streamlined insurance operations by centralizing lead, client, and employee management, improving scheduling accuracy, boosting productivity, and securing data with robust authentication.
Lead Orchard streamlined insurance operations by centralizing lead, client, and employee management, improving scheduling accuracy, boosting productivity, and securing data with robust authentication.