Hello
We are a specialized Web Development company with a history of creating big Lead Management Platform. Have done it for Real estate, Insurance as well as Banking corporations.
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We have developed and launched many cloud-based solutions that one needs to drive the business and helped different agencies automate the Customer management relationship process and experience, in turn, helping them to achieve more sales and closures and get more small-high net, worth customers.
The solutions have many of the features and functions like upload function for documents- PDFs, images, property manager, Gmail Integration, Notes Section etc.
The primary function of the solutions being lead Capturing and Management, drip campaigns, document and contact management, property manager, action manager, mail merge, contact duplication etc.
Plus loads of others like Schedule campaign, template and form builders, Send SMS and Email blast, reports. social media manager etc to name a few.
We have used Twilio, Mailgun and Bombbomb for SMS and email etc.
Mostly used AWS Cognito and Lambda functions for serverless architecture.
Payment systems like PP, Strip, Braintree.
We have a fair amount idea from the description but please suggest your availability for a call discussion so that we can get introduced to each other and understand the needs and expectations.
Regards_VD