Project Overview
DemandHub is a media agency specializing in B2B lead generation campaigns. This project aims to develop a custom CRM-based application that integrates campaign management, lead scoring, quality assurance (QA), client delivery, and freelancer management into a seamless workflow. The application will include features for campaign creation, lead scoring with phone system integration, automated lead disposition, QA processes, client feedback mapping, and freelancer payout management. The system will also incorporate a freelancer onboarding module with training and certification workflows.
Objectives
1. Centralized Campaign Management: Allow Campaign Managers to create and manage campaigns with detailed specifications.
2. Efficient Lead Scoring: Enable freelancers to score leads based on specifications and integrate phone call recordings via API.
3. Streamlined QA Process: Automate lead disposition and QA workflows.
4. Client Feedback Integration: Map client QA feedback to leads in the system.
5. Freelancer Onboarding and Payouts: Provide freelancers with an authenticated signup process, training modules, certification, and payment tracking.
6. Seamless Delivery Process: Facilitate lead export for delivery and integrate client QA reports.
Scope of Work
1. Campaign Management Module
• Features:
o Campaign creation with detailed specifications (e.g., target audience, filters, geography, lead count).
o Dashboard to track active, completed, and pending campaigns.
o Integration with publishing platforms for landing pages and link management.
2. Freelancer Module
• Onboarding:
o Freelancer signup with ID verification and bank details.
o Terms and conditions acceptance with a digital signature feature.
o Training module with assessments and certifications.
o Automated login credential generation post-certification.
• Lead Scoring:
o Access to assigned campaigns with detailed specifications.
o Able to bid the allocation of the campaign
o Phone system integration via API for call recording.
o Lead entry form for capturing scored leads.
o Automated disposition of leads as "Lead Scored."
• Payout Management:
o Track approved and rejected leads.
o Generate payout reports based on client-approved leads.
3. QA Module
• Features:
o Automated lead forwarding to QA team post-disposition.
o QA workflow for verifying lead quality against campaign specifications.
o Status update as "Qualified" or "Rejected" with comments.
4. Client Delivery Module
• Features:
o Export qualified leads for delivery to clients.
o Integration to upload client QA reports and map feedback to specific leads.
o Generate approval and rejection reports for freelancer payouts.
5. Admin Module
• Features:
o User role and permission management.
o View and manage campaigns, freelancers, and clients.
o Reporting dashboard for real-time performance insights.
o Payout and rejection summary for freelancers.
6. Integration Features
• Phone system API for call recording.
• Secure storage for call recordings and lead data.
• Payment gateway integration for freelancer payouts.
7. Technology Stack
• Frontend: ReactJS/AngularJS
• Backend: Node.js/Python/Django
• Database: PostgreSQL/MySQL
• Cloud Hosting: AWS/Azure/GCP
• Third-party APIs: Twilio (or equivalent for call recordings), Stripe/PayPal for payments
Deliverables
1. Fully functional web-based CRM application.
2. Freelancer onboarding and training system.
3. Campaign and lead management module.
4. QA and client feedback integration.
5. Payment tracking and reporting system.
6. Documentation:
o User manuals.
o Technical documentation for future maintenance.
o API documentation.
Timeline
Phase Duration Deliverables
Requirements Analysis 2 weeks Finalized requirements, workflow diagrams
Design & Prototyping 3 weeks UI/UX designs, system architecture
Development 12 weeks Functional modules
Testing & QA 4 weeks Bug-free application
Deployment & Training 2 weeks Deployed system, user training
Assumptions
1. The client will provide detailed campaign specifications and lead scoring criteria.
2. API access and credentials for phone system integration will be provided.
3. Freelancer training content will be supplied by the client.
4. Regular feedback will be provided by the client to ensure alignment with requirements.
Acceptance Criteria
1. All modules are developed and tested as per the specifications.
2. Integration with third-party APIs is seamless and functional.
3. Freelancer and admin dashboards are intuitive and user-friendly.
4. The system processes lead scoring, QA, and client feedback accurately.
5. Payout reports are generated correctly based on approved leads.