About us

Leadorchard is a CRM platform designed specifically for insurance companies to manage leads, employees, and clients in a centralised system. The platform streamlines lead tracking, communication, and scheduling while improving operational efficiency and data security.

Scope of Work

Golden Eagle developed Leadorchard as a scalable CRM solution tailored to insurance operations and lead management workflows.

• Development of a CRM platform using Python and Django
  • Implementation of a centralised lead and client management system
  • Development of advanced prospect filtering and search capabilities
  • Integration of built-in calling functionality for communication tracking
  • Implementation of scheduling and calendar management features
  • Secure authentication and access control mechanisms
  • Integration of search optimisation technologies for large datasets
  • Quality assurance and deployment support

Key Features

1. Centralised Lead Management
   Manage and track insurance leads in a unified database.
2. Client & Employee Management
   Maintain structured records for clients, agents, and internal employees.
3. Advanced Prospect Filtering
   Powerful filtering system to identify and target potential customers.
4. Built-In Calling System
   Direct calling functionality within the CRM for improved communication.
5. Call & Interaction Tracking
   Track conversations and follow-ups with prospects and clients.
6. Smart Scheduling & Calendar Management
   Schedule meetings, follow-ups, and client interactions.
7. Automated Appointment Reminders
   Notifications to prevent missed meetings and follow-ups.
8. Secure Authentication System
   Two-Way Authentication and Two-Factor Authentication (2FA) for data protection.

Technology Stack

Backend

• Python
  • Django

Search & Data Processing

• Solr
  • Elasticsearch

Database

• PostgreSQL

Async Processing

• Celery

Architecture

• Microservices Architecture

Team Members

• Python Developers
  • Database & Search Engineers
  • QA Engineers
  • Project Manager

Project Budget

Estimated Budget Range:
$40,000 – $70,000

Business Impact

• Improved lead tracking and conversion management
  • Reduced missed follow-ups and communication gaps
  • Increased employee productivity and coordination
  • Centralised CRM system for insurance operations
  • Enhanced data security for sensitive insurance information