Case Study
Custom CRM & Sales Pipeline System
One system for leads, pipeline and follow-up — so no deal slips through.
Client
[CLIENT NAME]
Industry
[INDUSTRY]
Project Overview
A custom CRM built around the business's real sales process: lead capture and qualification, pipeline stages, lead scoring, automated follow-up and management dashboards — replacing scattered spreadsheets with one source of truth.
The Challenge
[BUSINESS CHALLENGE — e.g., leads tracked in spreadsheets with inconsistent follow-up and no pipeline visibility]
Our Solution
We designed the data model around their sales stages, built the CRM with role-based dashboards, integrated lead capture and scoring, and automated email and WhatsApp follow-up so the team always knows the next best action.
Services Used
- Custom CRM
- Customer Management
- Business Dashboards
- CRM Pipeline
- Lead Scoring
- Sales Automation
- CRM Integration
- Lead Qualification
Technologies
- React
- Node.js
- PostgreSQL
- REST APIs
- Docker
Implementation
- 1
Discovery: sales process, stages and reporting needs
- 2
Design: data model, pipeline UX and dashboards
- 3
Build: CRM modules, integrations and automation
- 4
Testing with the sales team and data migration
- 5
Launch, training and ongoing optimization
Project Screenshots
Results & Impact
- [RESULTS — e.g., increase in follow-up completion]
- [RESULTS — e.g., improvement in pipeline visibility]
- [RESULTS — e.g., growth in close rate]
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