End-to-End Client Automation System

Smart Client Lead & Appointment Automation System

A fully automated system that helps Prime Group Turkey capture leads from their website, social media, and email campaigns, qualify them automatically, and schedule appointments with the relevant department (education, healthcare, real estate) without manual intervention.

how it solved the client’s challenge

Prime Group Turkey struggled to manage leads from multiple channels, manually qualify prospects, and coordinate appointments, which slowed response times and limited insights. The Smart Client Lead & Appointment Automation System centralized all leads, automatically prioritized high-value prospects, scheduled appointments, and sent personalized follow-ups, while providing actionable analytics. This streamlined operations, boosted client satisfaction, and enabled data-driven decisions across education, healthcare, and real estate divisions.

Scrapes/form-handles leads from the website, social media inquiries, and emails.

Stores them in a central database.

Uses criteria like budget, interest area (study, medical, real estate), and urgency to score leads.

Flags high-priority leads for immediate attention.

Automatically suggests available slots with agents/consultants.

Integrates with Google Calendar / Outlook for seamless scheduling.

Sends personalized follow-up emails or WhatsApp messages.

Tracks responses and escalates unresponsive leads.

Provides insights on lead sources, conversion rates, peak interest times, and department performance.

Helps management make data-driven decisions.

Backend: Python (Django / FastAPI) or Node.js

Frontend: React.js / Next.js

Database: PostgreSQL or MongoDB

Automation: Selenium / Puppeteer for web scraping, Twilio API for WhatsApp, Email APIs

Dashboard: Chart.js / D3.js for analytics

Technical Details

  • Built with: Python (FastAPI), React.js, PostgreSQL, Google Calendar API, Twilio API, SendGrid

    Compatible with: Website forms, social media APIs, email campaigns

    Security: Centralized database storage, automated lead scoring, submission limits, SSL encryption, no sensitive data stored locally

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