Dent-Picks: calls, CRM and team operations

Ongoing development since 2021

I have worked on Dent-Picks since 2021 and remain actively involved in development. It is one of my major US projects, connecting server-side logic, business workflows and data from different systems.

What I built personally

I developed the backend, custom business logic and calculations. In some parts of the project, I also worked on the frontend with Next.js and EJS. The work includes the following workflows.

Team performance across 15 metrics

I built an employee leaderboard using 15 quantity and quality metrics. They include leads, money, calls and SMS. It lets the team view employees' work across several measures.

Workload and progress on TV screens

I built real-time TV cards for the office, workshop and owner. The people involved can now see workload and the movement of work.

From an incoming call to a lead

I implemented synchronization between systems. In one workflow, an incoming IVR call automatically creates a lead in GoHighLevel. The call continues into the CRM without someone having to create that lead manually.

AI analysis of the inquiry

I added AI analysis of who called and why, to provide context about the inquiry for follow-up work.

Keeping calls and operational data connected

Together, the backend, calculations, telephony and CRM support daily work. Inquiries enter the system, performance measures feed the leaderboard, and workload appears on TV screens. I continue to develop these connections as the project evolves.

The illustration on this page is a concept. It does not reproduce Dent-Picks' private interfaces or contain client data.

Discuss your system

If calls, CRM and internal workflows operate separately, tell me where information gets lost or needs to be copied manually. Discuss a similar challenge.

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