In progress · Lead portal · Integrations
Codename Acke
From lead to deal. A custom portal connecting sales, contracts and business systems.
Built around the work
One place to
move the deal forward.
We are developing a lead portal with connections to Fortnox, Oneflow and multiple APIs. It brings lead management, lead scoring, follow-up and reporting into a shared workflow.
The project is in progress. Under the working name Codename Acke, we share parts of the interface and how the systems connect without revealing the client or their data.
Lead scoring
Many signals.
A clearer priority.
The portal includes a configurable scoring model that grades and prioritizes leads. It combines business value, conversion assumptions, qualification, lead age and previous contact attempts.
Weights and calculation parameters can be adjusted to the business. When settings change, lead scores are recalculated in the background, giving the sales team an updated basis for deciding whom to contact next.
A closer look
From overview
to detail.
Edited and anonymized screenshots from work in progress. Identifying information and business data are concealed. Open an image to view it at full size.
Lead overview
Detail view
Reporting and follow-up
Scoring settings
Behind the scenes
From first contact.
To the next step.
A simplified view of the project workflow. The portal connects leads, contracts, client cases and business data.
- Acke Leads → lead → interest → Oneflow. The contract workflow feeds back into the lead portal.
- Customer and order data connect to Fortnox. Product data feeds back into the lead portal.
- Orders connect to the client portal. Cases feed back into the lead workflow.
A custom AI assistant is being developed as part of the project. It is not presented here as a finished feature.
Every idea starts with a conversation
hello@qodli.se