Enterprise · Case study
CRM and sales pipeline automation
Custom CRM-style pipeline with automated follow-ups so sales teams stop losing deals in chat threads.
Business challenge
Leads and follow-ups lived in WhatsApp and spreadsheets. Managers could not forecast pipeline, and handoffs between marketing and sales dropped context.
Solution architecture
Lead intake forms connected to a pipeline board, automated reminders, role-based views for reps and managers, and reporting on stage conversion. Integrated with the company website inquiry flow.
Technologies used
- Next.js
- TypeScript
- PostgreSQL
- Cloud
Business impact
- Pipeline stages visible to sales leadership
- Fewer lost follow-ups through automated reminders
- Website inquiries land in the same system of record
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