CASE STUDY · BUSINESS SYSTEMS
Custom CRM
Pipelines, contacts and follow-ups shaped around how a business actually sells.
Sales Pipeline
Pipeline
$214k
▲ 9.1%
Deals
37
▲ 6 new
Conversion
24%
▲ 2.4pt
Avg cycle
18d
▲ 3d
New
Acme Retail
$12kA
Nova Labs
$8kN
Proposal
Orbit Foods
$24kO
Delta Group
$15kD
Kite Studio
$6kK
Won
Helio Corp
$31kH
Zen Clinic
$9kZ
Illustrative dashboard with sample data. Client name withheld.
THE NEED
The need
Off-the-shelf CRMs force a business to change how it sells. A custom CRM fits the process the team already follows.
WHAT WE BUILT
What we built
- Custom sales pipeline and deal stages
- Contact and company records
- Tasks, reminders and activity history
- Reports and integrations with other tools
CAPABILITIES
Capabilities involved
- CRM
- Workflow automation
- Integrations
- Reporting
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