CRM Lead Source

What is CRM Lead Source?

CRM Lead Source is a custom customer relationship management application that brings lead acquisition, sales follow-ups, pipeline tracking and management reporting into one workspace. Built with Laravel 12, React 19, TypeScript and Inertia.js, it helps sales teams connect each enquiry to its source, assigned agent, conversation history and commercial outcome.

The business problem

When lead details, call notes and proposal updates are spread across spreadsheets and conversations, teams struggle to see who owns the next action and how opportunities are progressing. This application provides structured records and a shared reporting layer for that workflow.

Lead source tracking and sales operations

• Centralized lead records: manage client details, contact numbers, lead types, acquisition channels, products or systems and assigned agents.
• Sales pipeline visibility: maintain configurable statuses, current stages, calling outcomes, meeting dates, closing statuses and lost reasons.
• Follow-up history: record dated activity updates and next follow-up dates, keeping conversation context alongside the lead.
• Proposal and subscription details: track proposal requirements, links, amounts and dates, together with closing values, subscription periods and payment details.
• Practical daily workflows: use inline record editing, search, filters and activity drilldowns to find and update the relevant information.

Dashboards and exportable reports

The dashboard summarizes lead volumes, signed and qualified leads, contacted and unassigned records, acquisition channels, agent performance and recent activity. Managers can filter by reporting period, system and agent. Daily Leads, Daily Updates and Sales Cycle reports provide focused operational views, drilldowns and Excel exports for further analysis.

Technical architecture

A modular Laravel monolith separates Lead Management, Reporting, Dashboard, User Management, Privileges, Notifications and Application Settings. Controllers, request validation, repositories and Eloquent models organize backend behavior. React and TypeScript render the interface through Inertia.js, with Tailwind CSS and Radix UI components. MySQL stores relational business data; Spatie packages support permissions and activity history; Laravel Excel supplies report exports.

Who is this CRM for?

The workflow fits sales teams, service businesses and software providers that need to manage enquiries across channels, coordinate agent follow-ups and understand their sales cycle. Configurable lead categories, channels, systems and subscription types allow the application to reflect the team's operating process.

Project outcome

The implemented application connects lead intake, ownership, activity history, proposals and reporting in a single operational system. Its value is clearer access to sales information and a consistent process for managing opportunities. No numerical revenue or conversion improvement is claimed without measured business results.

About the visuals

The cover and workflow artwork are conceptual illustrations of the project's capabilities. They do not display customer records or represent application screenshots. Channel symbols illustrate source classification, rather than automatic advertising or email integrations.