Case Study - Multi-platform CRM and lead management
Dashboard for importing, filtering, and syncing contacts with marketing platforms like Instantly, MailerLite, and Pipedrive.
- Client
- Ultra
- Year
- Service
- Web development
Overview
Sales and marketing teams work with leads distributed across multiple platforms. Ultra unifies this information, allowing importing lists, cleaning data, segmenting contacts, and syncing them with tools they already use.
The system handles the complexity of integrating APIs with different rate limits, validating data and providing visibility on each contact's status.
What we did
- Next.js 14
- React 18
- MongoDB
- NextAuth
- Instantly
- Pipedrive
- Faster than manual
- 10x
- Contacts synced
- 50k+
- Platforms integrated
- 3
- Duplicate leads
- 0
Dynamic filtering
Contacts can be filtered by multiple simultaneous criteria: job title, location (state and city), list origin, Instantly campaign, and subscription status on each platform.
Text search complements filters, allowing quick finding of specific contacts. Results are paginated to handle large lists efficiently.
Smart synchronization
Integration with each platform handles its particularities. Bottleneck controls request rate to respect API limits. Failed synchronizations are automatically retried.
The system tracks sync status by contact and platform, showing which are up-to-date and which have pending updates.