A growing B2B team needed one sales workspace for contacts, opportunities, follow-ups, and pipeline reporting.
The problem
Leads arrived from forms, email, referrals, and booked calls. Ownership was unclear, follow-ups were inconsistent, and reporting required manual spreadsheet work.
The approach
We designed a CRM around the team’s actual sales stages, then automated capture, assignment, reminders, and reporting around those stages.
Technical implementation
- +Unified contact, company, deal, task, and activity data model.
- +Lead enrichment and configurable scoring rules.
- +Round-robin and territory-based opportunity assignment.
- +Email and calendar activity synchronisation with audit history.
- +Role-based dashboards for sales representatives and leadership.
Outcome
The team gained a single source of truth for every lead and a repeatable path from first touch to closed opportunity.