A CRM for takaful agents covering multi-channel sales pipelines, lead attribution and financial goal tracking.
7
Pipeline stages, drag-and-drop
Live
ANC and pace tracking
Overview
A CRM for takaful agents covering multi-channel sales pipelines, lead attribution and financial goal tracking.
What I built
- Engineered and deployed a custom, full-featured CRM web platform for takaful agents to streamline multi-channel sales pipelines, lead attribution, and financial goal tracking.
- Built interactive Kanban board modules with drag-and-drop lead management across 7 pipeline stages (New Lead, Contacted, Follow Up, Quoted, Appointment, Submission, Closed Won).
- Implemented real-time financial tracking algorithms calculating Annualized Net Contribution (ANC) potential, weekly closing pace alerts, and collected contribution targets.
- Integrated multi-source lead attribution tagging for Meta Ads and WhatsApp traffic, providing granular conversion rate and campaign ROI analytics.
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