Custom CRM for a mid-size company — leads, pipeline, automations, reports in one place.
Features
Lead intake (web forms, manual, import)
Kanban pipeline + deal stages
Activity timeline per contact
Automated email / SMS follow-ups
Custom report builder + exports
Team performance views
Outcome
Sales activity, lead routing, and reporting all consolidated into one tool. Custom-fit to the team's actual workflow rather than a generic SaaS.
Overview
Replaced a disorganized Excel + Google Sheets workflow with a single CRM. Sales sees the pipeline live; managers see team performance.
Problem
Data scattered across spreadsheets, leads slipping through cracks, weekly reports built by hand. Time lost on coordination instead of closing.
Solution
A CRM modelled on the team's real workflow — intake forms, kanban, deal stages, automated follow-ups, custom report builder. Full historical data migration.
