The challenge
The old CRM had outgrown the business: manual data entry, duplicate leads and no reliable follow-up for a growing sales team.
What we built
- New app architecture with custom fields, views and calculated fields
- Automated lead routing and follow-ups
- Stage-change alerts for the sales team
- Duplicate-lead prevention
The result
Manual data entry and duplicate leads removed; the client rated the work 5 stars and the engagement continues as an ongoing partnership.
