Key Problem
Pre-sales team was spending time calling irrelevant / low-intent leads
Builders were not getting enough high-intent site visit leads, increasing CPL
Calls were not tracked properly, leading to zero accountability
Solution Strategy
Design a Lead management dashboard to implement a call tracking & monitoring platform to analyze AI processed high intent buyer leads. It gives entire summary of a call audio and transcript of conversation between AI and buyer.
Target Audience - Sales Manager/ CRM Manager
My Contribution
Auto filtered Lead Qualification System using AI
Implemented Call Tracking & Monitoring Dashboard
Defined smart filtering like lead source, lead stage, call status, etc
Site Visit Focused Leads funnel
Smart Lead Routing to correct sales person (Phase - 2)
Builder Dashboard UI Screens
Platform
Web I SaaS I B2B
Design Duration
1 Week
Role
UX Designer
Team
1 PM+ Designer+Tech
Designed a Lead Management Builder Dashboard to implement a call tracking & monitoring platform to analyze AI processed high intent buyer leads. It gives entire summary of a call audio and transcript of conversation between AI and buyer.
Lead Management Dashboard
0-1 Early Stage (B2B)
Key Takeaways
Understood how to convert complex sales operations into actionable dashboards, making data easy to read for both sales teams and management.
Strengthened skills to build accountability-driven features like call tracking, follow-ups, and performance monitoring within a clean UI flow. Focused on prioritization, and reducing user effort through smart filtering.
Outcome
As per Dec 2025 data, 2500+ AI buyer calls processed
Generated 100 qualified site visits
Reduced manual lead filtering for pre-sales teams