CRM · API integration
LeadHarbor CRM
CRM automation and lead management, connecting incoming enquiries with assignment and follow-up workflows.
AI-generated concept illustration, not an application screenshot.
My contribution
CRM workflow and API integration work, presented as a portfolio project.
Workflow to demonstrate
- Incoming lead
- Duplicate check
- Assignment
- Follow-up
A clear lead lifecycle: capture the request, identify potential duplicates, assign responsibility, and make the next action visible.
Demo readiness
This case study describes the project focus and the workflow selected for demonstration. Security, calculation accuracy, and demo-readiness issues identified during review must be resolved and verified before it is presented as production-ready.