Custom Sales CRM Platform
Replaced a fragmented 6-tool stack with a unified custom CRM — cutting admin time by 40% and deal closing speed by 3×.
3× faster
Deal Closing Speed
40%
Admin Time Reduced
$180k
Annual Tool Cost Saved
The Challenge
The client was running their sales operation across Salesforce, Notion, Slack, a custom spreadsheet, and two other tools. There was no single source of truth. Reps wasted hours switching between tabs, deals fell through, and leadership had no real-time visibility into the pipeline.
Our Solution
We designed and built a fully custom CRM tailored to their exact workflow. It includes a unified customer timeline, drag-and-drop pipeline, automated email tracking, task management, and a live analytics dashboard. The entire team was onboarded in under a week.
Results
Deal closing speed improved 3× due to fewer handoff delays and full context on every deal
40% reduction in administrative overhead per rep
$180,000 saved annually by replacing enterprise SaaS licensing fees
Full pipeline visibility from lead to close — no more spreadsheets
Tech Stack
Want results like these?
Tell us about your project and we'll send you a free proposal within 24 hours.
Start a Conversation