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Business SaaS · 2023–2025

CRM Sales Platform

Lead capture, follow-ups, and pipeline visibility for growing teams — designed around how sales actually works, not a generic template.

  • 12 wks

    to pipeline live

  • 1 pipeline

    website, WhatsApp, walk-ins

  • Weekly

    reporting without a rebuild

CRM Sales Platform
Scope
Leads, pipeline, reporting
Duration
12 weeks
Category
Business SaaS

Overview

A CRM built around how the sales team already works — capture, follow-up, and pipeline views that match real conversations instead of forcing a generic sales methodology.

The challenge

Leads arrived from the website, WhatsApp, and walk-ins, then disappeared into notebooks. Managers could not see what was stuck, who owned a follow-up, or which stage actually converted.

What we built

We implemented lead capture, assignment, follow-up reminders, and a pipeline board with reports the team uses in weekly reviews — not a dump of unused fields.

Outcomes

  • Leads land in one pipeline with an owner
  • Follow-ups are visible before they go cold
  • Weekly reporting without a spreadsheet rebuild

Deliverables

  • Lead capture and assignment
  • Pipeline and follow-up workflows
  • Sales reporting views
  • Team roles and permissions

Stack

  • Next.js
  • Node.js
  • PostgreSQL
  • AutomateBox

Want something like this?

Tell us the problem. We will map a build that fits how your team actually works.

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