1 .High Volume of Leads

Hundreds of Facebook leads coming in daily. it was becoming difficult to follow up efficiently without a professional dashboard and filters.

2. Manual Assignment Inefficiencies

Assigning leads to employees is time-consuming and often resulted in delays or missed opportunities with hot leads.

3. High Cost 

The company was paying a substantial amount to HubSpot, still the platform failed to meet their needs for customization and efficiency.

4. Need for Customized Workflow  They required software that would allow:

• Different pipelines based on meta campaigns
• Labels to prioritize leads
• Custom task creation and reminder settings

When IOTS approached Synapse Tech Solution, their goal was clear—build a simple, effective, and cost-efficient platform to streamline their sales funnel and increase ROI. Our job was to turn that vision into reality.

1. Tailor-made Lead Management CRM

We designed a web based, completely customized Lead Management CRM that facilitates IOTS to manage incoming leads with minimal effort Key features:

Automated Lead Capture: The system captures leads directly from meta campaigns and categorizes them acc to associated pipelines thats eliminated manual data entry.

Smart Lead Distribution: Leads auto-distributed to team based on predefined custom rules such as location, expertise, or availability it benefits them.

Pipelines: Separate pipelines for separate campaigns. it simpler to track and push them around the sales funnel which benefits them to boost ROI.

Follow-up & Reminders: Team receive reminders for pending tasks, reduce the possibilities to overlook the hot leads.

2. Integrated HRM & ERP System

As lead management is directly related to worker performance, we also developed an HRM (Human Resource Management) and ERP (Enterprise Resource Planning) module:

Employee Performance Tracking: The manager can view how well their assigned leads are being managed by their team.

Attendance & Payroll Management: A basic method of monitoring working hours for the employees and automating payroll processing.

Task & Project Management: Workers can work together, follow progress, and achieve smooth operations.

Cost Savings: IOTS eliminated the HubSpot subscriptions and reduced operational expenses by a great numbers.

Improved Lead Management: No more miss the hot leads or forgotten follow-ups each lead is assigned and monitored accordingly.

Enhanced Employee Efficiency: Staff now have a formal channel to handle their leads and tasks, easing workload pressure.

Increased Conversion Rates: Quick response times and efficient follow-up procedures resulted in improved lead-to-customer conversion rates.

With a move to the customized solution offered by Synapse Tech Solution, IOTS did not only incur less expense but also achieved full control over their ERP, CRM, and HRM systems. Their business operations are now simplified, efficient, and scalable.

If your company is frustrated with lead handling or internal activities, let us create a solution tailored specifically to you—no redundant expenses, no one-fits-all restraints, simply sheer efficiency.

At Synapse Tech Solution, we love building tech that actually makes a difference. If you’ve got an idea that can change lives, let’s make it real—together! 🚀