Problem
01A service company had too many leads slipping between inboxes, spreadsheets and personal reminders.
Internal CRM
Custom CRM for Operations
Managers could see stalled deals quickly and the team reduced manual coordination.
LiveInternal CRM
Lead capture
Follow-up tasks
Notes
Permissions
Pipeline reporting
ResultStalled leads became visible before they turned into lost opportunities.
Solution
02We designed a CRM around their sales process with follow-up tasks, notes, owner assignment and visibility for managers.
Business value
03Managers could see stalled deals quickly and the team reduced manual coordination.
Key features
01Lead capture
02Follow-up tasks
03Notes
04Permissions
05Pipeline reporting
What we would improve next
- Add email sequence triggers
- Connect calendar reminders
- Introduce lead-source attribution
Reusable modules involved
- Lead capture
- Pipeline board
- Follow-up tasks
- Permissions
- Reporting
Best fit for
- Sales teams
- Service businesses
- Operators outgrowing spreadsheets
Next step
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