As the Lead Developer of a 5-person engineering team, I spearheaded the architectural design, coordinated the development of core application modules, and ensured the technical quality of this comprehensive CRM for insurance brokers.
The application centralizes ad campaigns, lead management, and sales tracking while integrating a VoIP telephony solution to automate and trace inbound/outbound calls. An advanced tracking system analyzes sales performance via real-time KPIs (conversion rates, campaign ROI, agent productivity). The CRM also features automated workflows triggered by webhooks and business events—enabling automatic follow-ups, lead qualification, intelligent scoring, and e-signature processes. The entire platform was designed to reduce manual effort and maximize the operational efficiency of sales teams.