Bergen Debate Club: How We Finally Got Our Lead Management Under Control
Industry
Education
Project
CRM Dashboard Development & Lead Tracking System
Target Market
United States
Tech Stack
Next.js (React), Django, MongoDB, PostgreSQL, Redis, Docker
User Interface Snapshots
Client Background
Bergen Debate Club is a premier debate coaching organization serving students across the
United States through competitive programs, structured classes, and personalized coaching
services. As their business expanded, they needed to transition from manual lead tracking to
a sophisticated CRM system that could handle prospective student journeys, automate
follow-ups, and streamline team coordination. Their existing lead management relied on
scattered data sources without centralized tracking, making it difficult for their sales and
operations teams to efficiently convert prospects into enrolled students and maintain
consistent communication throughout the enrollment funnel.
Client Challenge
- All lead tracking was manual with no centralized management system
- No visibility into lead journey stages or conversion funnel performance
- Team members couldn’t efficiently track follow-up tasks or prioritize outreach
- Lead data was scattered across multiple platforms without unified access
- No automated stage progression based on prospect actions
- Missing automated task assignment for timely follow-ups on high-priority leads
- Unable to filter or segment leads by stage, tags, or activity dates
- No role-based access control for different team members
- Lack of integration with existing Bergen production MongoDB database
- No comprehensive lead profile showing purchase history and contact details
Our Solution
- Built Lead Dashboard with filtering by stage, tags, and activity integrated with production MongoDB Developed automated tag-to-stage mapping progressing leads from Cold → Warm → Hot
- Created Lead Profile View with student details, parent contacts, purchase history, and referrals
- Implemented Task Dashboard with automated task assignment triggered by lead actions
- Established role-based access control (Admin, Leads Manager, Operator) with JWT authentication
- Designed responsive Next.js frontend with Django backend and Redis queue handling
- Developed “Add New Lead” modal with comprehensive data entry capabilities
- Built multi-tag priority system displaying highest-priority tag for quick assessment
- Created containerized Docker deployment for scalable infrastructure
- Set up PostgreSQL secondary database for transactional and scheduling data
Results
- Transformed scattered lead data into unified CRM accessible to entire sales team
- Eliminated manual lead tracking through automated stage progression and tagging
- Reduced follow-up task management overhead with automated task creation
- Improved lead conversion visibility with filterable views by stage and activity
- Enhanced team coordination through role-based access and task ownership
- Enabled data-driven decision-making with comprehensive lead journey tracking
- Positioned Bergen Debate Club for scalable growth with robust architecture
- Streamlined sales operations with integrated purchase history and referrals
- Improved response times through automated task prioritization
- Built foundation for future CRM enhancements and marketing automation
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