CASE STUDYProfessional ServicesUnited States

Custom CRM System with Pipeline Automation

We designed and built a custom CRM with automated lead scoring, email sequences, and pipeline management that replaced spreadsheet tracking and gave sales teams a single source of truth for every deal.

Book a 30-min fit call All case studies

Custom CRM System with Pipeline Automation

Tech StackReactGraphQLMongoDBNode.jsSendGrid

The Challenge

Deals tracked in spreadsheets, leads falling through cracks

The sales team managed leads across spreadsheets, email threads, and sticky notes. There was no consistent follow-up process, no lead scoring, and no visibility into pipeline health. Deals stalled because nobody owned the next step.

Disorganized spreadsheet with sales data

The Solution

A custom CRM built around how the team actually sells

We built a CRM that matches the sales process, not the other way around. Leads flow in from web forms and email, get scored automatically, and enter a visual pipeline. Automated sequences handle follow-ups so reps focus on closing, not chasing.

Sales Pipeline

New Lead

Acme Corp

$24K2d

Bolt Inc

$18K1d

Qualified

Nova Labs

$42K5d

Spark Co

$31K3d

Proposal

Orbit LLC

$67K7d

Won

Peak Digital

$55K

Crest SaaS

$38K

How We Built It

Lead Score Intelligence

Email opens28/30

Page visits22/25

Content downloads18/20

Form submissions19/25

Key Screens

Visual pipeline and deal intelligence at a glance

The main view is a Kanban-style pipeline where every deal shows its value, owner, and next action. Click any deal to see the full timeline: emails sent, pages visited, calls logged, and predicted close date.

Implementation

Built alongside the sales team in 4-week sprints

We embedded with the sales team for discovery, mapping their actual workflow before writing code. The CRM was built in four sprints, each delivering a usable feature set. Data from the old spreadsheets was migrated automatically.

Automated Email Drip Sequence

Day 0Still chasing leads manually? There's a better way

68%

Day 2How we help teams like yours close 45% faster

45%

Day 5Case study: From 14-day onboarding to under 24 hours

52%

Day 8Ready for a quick strategy call?

38%

Sales Rep Performance

Sarah Chen

14 deals18d avg$312K

Mike Torres

11 deals22d avg$264K

Lisa Park

16 deals15d avg$389K

James Wilson

9 deals26d avg$198K

Results

Outcome

Shorter sales cycles, zero missed follow-ups, accurate forecasts

The CRM eliminated spreadsheet chaos and gave the team a system that works the way they sell. Lead-to-close cycles shortened by 45%, follow-up time dropped to under 5 minutes, and revenue forecasting accuracy hit 92%. The team stopped managing tools and started closing deals.

Frequently asked questions

Straight answers about scope, timeline, and what it takes to ship something similar.

How long did this project take?

Most builds ship in 2 to 6 weeks depending on scope, stakeholders, and approvals. We work in fixed milestones so you always know where things stand.

Do you own the code?

Yes. You own the full codebase and can host it wherever you want. No lock-in, no licensing fees.

Can you build something similar for my business?

Absolutely. We adapt the approach and tech stack to your goals and constraints. Book a 30-minute call to discuss your specific requirements.

Do you support the project after launch?

Yes. We offer monitoring, performance optimization, and maintenance plans so your site stays fast and reliable after delivery.

Ready to get started?

Book a short call and we will map the fastest path from your current setup to a working system with clear milestones.

Book a 30-min fit call Contact us