Internal CRM

Custom CRM for Operations

Managers could see stalled deals quickly and the team reduced manual coordination.

Problem

A service company had too many leads slipping between inboxes, spreadsheets and personal reminders.

Solution

We designed a CRM around their sales process with follow-up tasks, notes, owner assignment and visibility for managers.

Business value

Managers could see stalled deals quickly and the team reduced manual coordination.

Key features

01Lead capture

02Follow-up tasks

03Notes

04Permissions

05Pipeline reporting

Next step

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