Custom Software - SaaS
A production CRM we built for our own revenue team
Off-the-shelf CRMs could not model our pipeline, lead routing, or reporting without heavy compromise.
In production
Daily operational use
Automated
Lead intake and routing
Role-based
Reporting layer
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The problem
Off-the-shelf CRMs could not model our pipeline, lead routing, or reporting without heavy compromise.
What we did
- Custom pipeline model with automated lead intake from every property we run
- Role-based dashboards for reps, managers, and ownership
- Automated notification and follow-up rules
- API endpoints so external sites feed leads directly
The result
We run our business on software we built, which is exactly what we build for clients.
In production
Daily operational use
Automated
Lead intake and routing
Role-based
Reporting layer
Engagement length: Owned platform
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Services behind this result
The exact capabilities we used on this engagement.
More proof
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