Submitted by: AICA Level2 Batch02

Saurabh Maheshwari; Shreyas Dharkar, 425883; Somesh Agnihotri, 463615; Shyam Sundar Goyal, 421378

This application is to manage casual meetings and convert casual meetings to successful Leads.

Introduction

This application is designed to streamline and enhance the process of managing casual or informal meetings. In many professional environments, valuable opportunities often arise from unplanned or casual interactions, but these are not always tracked or followed up effectively. The proposed application captures such meetings, organizes them systematically, and assists users in converting these casual interactions into meaningful business leads.

Problem Statement

Professionals frequently engage in casual conversations that hold potential for future business opportunities. However, due to lack of structure, documentation, or timely follow-up, these opportunities are often lost. Existing CRM tools usually focus on formal interactions and do not provide dedicated features to record casual meetings or track their conversion potential. This gap leads to missed leads, inefficient follow-ups, and low conversion rates.

Objectives

To provide a user-friendly platform for documenting and tracking casual meetings.

To categorize, prioritize, and analyze casual interactions for potential lead conversion.

To automate reminders, follow-up schedules, and communication workflows.

To enable data-driven insights that help improve lead conversion success.

To create a seamless system that bridges informal conversations with structured business opportunities.

Technology Used

Frontend: React / Flutter / Angular (as applicable)

Backend: Node.js / Python (Django/Flask) / Java

Database: MySQL / PostgreSQL / MongoDB

AI/ML Components: Lead scoring algorithms, sentiment tagging, recommended follow-up actions

Cloud Services: AWS / Azure / Google Cloud

Integration Tools: Email APIs, Calendar API, WhatsApp/SMS APIs

Other Tools: Notification engine, analytics dashboard, reporting modules

(Update based on your actual tech stack.)

Methodology

Requirement Analysis

Identify user needs, typical meeting workflows, and lead conversion indicators.

Data Collection & Design

Structure fields for capturing casual meetings, attributes, meeting notes, and follow-up tasks.

Development of Meeting Tracking Module

Build features to record meeting date, context, participants, discussion summary, and potential interest level.

Lead Conversion Logic

Implement AI/logic-based scoring to determine the probability of casual meetings turning into leads.

Follow-Up Automation

Design reminders, notifications, and recommended actions based on meeting type and scoring.

Dashboard & Analytics

Build visualization tools to show user activity, conversion status, and meeting insights.

Testing & Deployment

Run functionality, usability, and performance tests before launching the application.

Expected Outcomes

A structured and organized system for converting casual interactions into business leads.

Increased lead conversion rates through timely follow-ups and automated reminders.

Better understanding of which casual meetings have higher potential through AI-based scoring.

Reduction in missed opportunities due to untracked or forgotten interactions.

Enhanced productivity for professionals who rely heavily on networking and informal meetings.

Conclusion

The application bridges the gap between informal interactions and structured lead management, enabling professionals to capitalize on opportunities that often go unnoticed. By combining organization, analytics, and automation, the system transforms casual meetings into valuable business outcomes. It not only supports lead generation but also empowers users to develop stronger professional relationships through consistent and strategic follow-ups.