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Yael consulting

Marketing Analytics CRM

Yael Consulting dashboard listing clients with monthly budget, daily spend, performance and action center columns.
Yael Consulting Ngram Analysis screen with a search term data table and filters for impressions, clicks and cost.
Yael Consulting task list showing client tasks with assignees and schedule status.
Yael Consulting dashboard listing clients with monthly budget, daily spend, performance and action center columns.
Yael Consulting Ngram Analysis screen with a search term data table and filters for impressions, clicks and cost.
Yael Consulting task list showing client tasks with assignees and schedule status.

Team

4 members

Timeline

1 year

Country

The USA

Industry

Marketing

About Project

An internal CRM platform built for advertising and marketing agencies to manage client relationships, track campaign performance, and centralize data from multiple marketing platforms. Ibex provides a unified view of sales pipeline and comprehensive campaign analytics across all client accounts, enabling agencies to monitor performance and communicate efficiently with clients in one centralized hub.

Challenges

Multi-platform data aggregation: Integrating and synchronizing data from 10+ external services (Google Analytics, advertising platforms) into unified dashboards with real-time updates.

Heavy file handling: Building robust messaging system capable of supporting file attachments exceeding 10 MB without performance degradation or upload failures.

Complex data visualization: Creating dynamic dashboards with advanced comparison capabilities, enabling meaningful insights from diverse marketing metrics.

Advanced table functionality: Implementing data tables with filters, sorting, and pivot table capabilities for handling large datasets with smooth performance.

Email threading complexity: Developing intuitive email management with file preview, attachment handling, and thread organization for seamless client communication.

Achievements

  1. 1. Delivered real-time messaging system with support for heavy file attachments (10+ MB) and seamless client communication.
  1. 2. Integrated 10+ external services including Google Analytics and advertising platforms into unified dynamic dashboards.
  1. 3. Built advanced data tables with filters, sorting, and pivot table functionality for complex analytics.
  1. 4. Implemented meeting scheduling with calendar integration and automated email notifications.
  1. 5. Created email threading system with file preview, attachment management, and organized conversation view.
  1. 6. Developed unified sales pipeline providing centralized view of client relationships and campaign performance across all accounts.
Yael Consulting email list showing report subjects, senders and dates under a blue navigation bar.
Yael Consulting New Reports table of campaign data with channel, date, impressions, clicks and spend.

Tech Stack

Python

Redis

Postgresql

Clickhouse

RabbitMQ

React

ViteJS

GraphQL

Material UI

Flow

01

Initial briefing

We understand the goals, challenges, and expectations. We gather key information about the business and specific project requirements to ensure our solutions align with real needs.

02

Designing a team

We build teams by selecting specialists whose skills and experience align with project goals.

03

Engineering

We turn ideas and designs into working solutions through clean, efficient, and scalable code.

04

Testing

Before release, we rigorously test functionality, performance, and security to ensure the product works as expected in real-world scenarios.

05

Launch

We carefully plan and execute the first launch, ensuring stability, monitoring performance, and supporting initial users.

06

Support

Post-launch, we provide ongoing support and proactive maintenance to keep the system reliable, secure, and up to date.

Team

2 Front end

1 Back end

1 QA

Contact Us

Got a product to build? Let's talk.