Align Lead Management

The sales team was drowning in spreadsheets -- thousands of leads from multiple channels with no way to track who owned what, which leads had gone cold, or whether a lead had already been contacted by someone else. I built a system that automated the entire pipeline from upload to assignment to churning.

The Challenge

Leads arrived in bulk CSV/Excel files from different sources and needed to be deduplicated, sanitized, and distributed across teams. But the workflow wasn't simple top-down assignment -- team leaders needed to reassign leads that weren't converting, "churn" stale leads back into the pool for other teams, and track every touchpoint. All while keeping strict role-based boundaries so agents could only see their own leads.

How I Built It

The backend (Node.js/Express) handles CSV parsing with validation and deduplication on upload. I built a lead lifecycle engine: leads move through states (new, assigned, contacted, churned, converted) with rules governing who can transition them. Team leaders assign leads to agents; if a lead goes stale, it gets churned back and can be reassigned to a different team entirely. The role-based access control system has four levels (admin, manager, team lead, agent), each with different views and capabilities. Activity logging tracks every action for accountability.

Impact

The system eliminated the chaos of manual lead tracking. Leads that previously fell through the cracks got recycled and reassigned automatically. The activity logs gave management visibility into team performance without micromanaging. This was one of my earliest full-stack projects, and it taught me how to model complex business workflows into clean state machines.