CRM Platform
A custom CRM built for B2B sales teams to manage leads, pipelines, follow-ups, and customer analytics. Designed to replace manual tracking and improve conversion rates across the sales funnel.
Client
Industrial & Trading Group
Year
2023
Duration
5 months
Category
Sales
The Challenge
Sales teams tracked leads in spreadsheets and WhatsApp, losing follow-ups and lacking visibility into pipeline health for management.
Our Solution
We delivered a CRM with automated follow-up reminders, pipeline stages, team performance dashboards, and integration with their existing email workflows.
Key Features
- Visual sales pipeline management
- Automated follow-up reminders
- Lead scoring & assignment rules
- Team performance analytics
- Customer interaction history
- Export & reporting tools
Technologies Used
ReactNode.jsMongoDBSendGridChart.js
Results
- 28% increase in lead conversion rate
- Zero missed follow-ups after launch
- Management gained real-time pipeline visibility
Interested in CRM Platform?
Contact us to discuss how we can build a similar solution for your business.