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CRM Sales Platform

Sales pipeline and customer management platform with analytics and automation.

Project Overview

CRM Sales Platform

A CRM platform designed for a fast-growing SaaS startup to manage leads, pipelines, customer accounts, and sales analytics with automation at every stage.

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ERP & CRM
Client
SaaS Startup
Year
2023
Category
ERP & CRM
  • React
  • Node.js
  • MongoDB
Project Story

Challenge, Solution & Results

How we approached this project and the outcomes we delivered.

The Challenge

Sales teams lacked visibility into pipeline health and spent too much time on manual follow-ups.

Our Solution

We built a CRM with pipeline boards, automated reminders, account timelines, and leadership dashboards for forecasting.

Key Results

  • 30% increase in qualified lead conversion
  • Automated follow-up workflows for sales reps
  • Real-time pipeline forecasting for leadership
More Work

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Emailinfo@infrapulse.com