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Lead Capture & Sales Automation Platform

Lead capture, source attribution, and processing of requests from advertising and partner channels

A system that collects leads from different advertising and partner channels, attributes each request to its source, and hands the team a structured lead, built by NekaSoft from discovery and funnel design to launch and ongoing support.

≈1 month
to the first version
1+ year
in use
Automatic
source attribution
Multiple
acquisition channels
Lead Capture & Sales Automation Platform

Context

A creative services agency attracts clients through advertising, its own creative placements, partner placements, and other external channels. Links leading to Telegram are used across different placements.

The agency needed a single entry point where a potential client can quickly leave a request, and the team immediately receives a structured lead with information about the request and the source it came from.

The project started from a business goal, not a ready technical solution. Before development, NekaSoft ran discovery, studied the business processes, and worked out the funnel, user scenarios, and the way managers would handle incoming requests.

What we owned

NekaSoft owned the full cycle of the project, from discovery to launch and further development.

1

Discovery

  • Discovery
  • Business process analysis
  • Funnel design
  • User scenarios
2

Build

  • Solution architecture
  • Telegram bot
  • Backend and business logic
  • Data storage and the Google Sheets integration
3

Admin & marketing tools

  • Lead source tracking mechanics
  • Lead status system
  • Admin interface and content management
  • Audience segmentation and broadcasts
  • Marketing link generation
4

Launch & support

  • Deployment
  • Launch
  • Support and further development

Solution

NekaSoft built a Telegram system that became the single entry point for requests from different advertising and partner channels. Each placement can use its own link with a source identifier.

  • The bot guides the user through a short scenario, helps pick the right direction, and collects the details of the request
  • Data is automatically saved to MongoDB and passed to Google Sheets
  • Every request is linked to its acquisition source
  • The team gets the information about a new potential client and tracks the status of the request
  • The admin interface lets the agency edit texts and content and manage marketing links
  • Statuses, audience segments, and broadcasts to selected segments are managed in the same place

One system combines lead capture, marketing source attribution, and further communication with the audience.

Screenshots

Result

The agency got a single managed channel for handling requests from different sources.

  • Leads are collected and structured automatically
  • Every request keeps its acquisition source
  • The team gets the information about each new potential client
  • Lead statuses are handled in one shared system
  • Marketing links make it possible to track where requests come from
  • Segmentation and broadcasts let the team re-engage the accumulated audience
  • According to the client, conversion improved after the system was launched

Delivery

The first working version was delivered in about a month.

The system has been in use for over a year and keeps bringing in clients. NekaSoft continues to support it.

Technology

Telegram APITypeScriptNode.jsMongoDBGoogle Sheets

Telegram is the entry point; behind it, the backend links each request to its source, stores the data in MongoDB, and passes it to Google Sheets, where the team works with the leads.

Are leads from your advertising channels still landing in chats and spreadsheets with no source and no status?