Custom CRM System
A case study on building a bespoke CRM solution to streamline client management and sales.
This project involved the development of a custom Customer Relationship Management (CRM) system for a B2B company. The existing off-the-shelf CRM was not meeting their specific needs, so they required a tailored solution to manage their unique sales pipeline and client interactions.
Challenges
- Inflexible and generic features of the existing CRM.
- Lack of integration with other business tools.
- Poor data visibility and reporting capabilities.
- Manual and time-consuming sales processes.
Solution
We designed and built a custom CRM from the ground up, tailored to the company's specific workflow. The new system features a visual sales pipeline, automated follow-ups, and seamless integration with their email and accounting software. The intuitive dashboard provides real-time insights into sales performance and customer data.
Results
- Increased sales team productivity by 40%.
- Improved data accuracy and reporting.
- Streamlined sales process, reducing the sales cycle by 15%.
- Enhanced client relationship management.