Sales CRM Platform
A custom sales CRM for leads, accounts, opportunities, quotations, activities, forecasts and management reporting.
Project overview
A custom sales CRM for leads, accounts, opportunities, quotations, activities, forecasts and management reporting. The engagement covered users, decisions, information flows, integrations and the operational constraints of the business before implementation.
The problem
Sales teams may track opportunities in personal spreadsheets and inboxes, limiting shared visibility and consistent follow-up.
Proposed solution
Centralise commercial records with configurable stages, ownership, activity timelines, task automation and permission-aware reports.
Challenges
Important delivery considerations
Reflect the real sales process without overcomplication Encourage complete data entry Keep forecasts explainable
Outcomes
What the work delivered
shared pipeline visibility clearer follow-up ownership consistent management reporting
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