CRM
Sales CRM Platform
A custom CRM replacing a patchwork of spreadsheets for a 40-person B2B sales team.
The challenge
The sales team tracked leads across five different spreadsheets with no shared pipeline view, causing leads to fall through the cracks and making forecasting little more than guesswork.
Our solution
We built a Rails CRM with a shared deal pipeline, role-based access for reps and managers, automated follow-up reminders, and reporting dashboards pulling directly from live pipeline data.
Results
- Lead response time cut from 2 days to under 4 hours
- Forecast accuracy improved enough to be used in board reporting
- Zero leads lost to spreadsheet version conflicts since launch
Technology stack
Ruby on Rails
PostgreSQL
Hotwire
Sidekiq