Tesca Global Lead CRM
An operational CRM suite for global visa consultancies featuring lead pipeline analytics, automated counselor routing, and client lifecycle intelligence.
Faster inquiry response
Lead tracking coverage
Conversion rate uplift
Problem & Context
A specialized enterprise CRM designed to manage high-velocity client inquiries and international consultation requests. The platform gives branch managers and counseling teams real-time visibility into incoming leads, country preferences, interview stages, and counselor conversion metrics.
Handling hundreds of daily incoming consultation inquiries across multiple branches without lead loss, delayed follow-ups, or unassigned cases.
Engineering Strategy
Engineered a reactive CRM dashboard that automatically ingests, scores, and assigns incoming leads based on destination country and counselor availability, with interactive pipeline visualizers and instant SMS/email triggers.
Next.js frontend with Tailwind CSS and Recharts for responsive analytics dashboards. Node.js / Express backend with MongoDB database cluster, Redis caching layer for fast counter aggregation, and WebSocket integrations for live lead dispatch.
Architectural & Technical Choices
Built automated round-robin lead allocation algorithms to distribute consultation inquiries evenly across available counselors.
Designed high-density data tables with multi-column filtering, quick status toggles, and CSV export capabilities.
Implemented counselor performance metrics tracking response times, consultation completion rates, and client satisfaction scores.
Engineering Challenges Overcome
⚠️ Challenge: Aggregating daily conversion metrics across thousands of active client records without database query bottlenecks.
✓ Solution: Created pre-computed MongoDB aggregation pipelines and cached summary stats in Redis with 5-minute invalidation TTLs.
⚠️ Challenge: Ensuring confidential client data and contact details remain protected across branch locations.
✓ Solution: Implemented granular role-based permissions masking sensitive phone numbers and emails for unauthorized roles.