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Client case studyBusiness Operations Platform
CRM System
Custom corporate directory and lead management system with integrated workflow triggers.
Headline results
- Conversions
- +28% rate
- Leads active
- 5,000+
- Response time
- < 2 hours
The project in 5 images
5 summary slides
01Overview
The project at a glance
A custom CRM system enabling sales representatives to track interactions, assign tasks, log calls, and monitor pipeline performance.
- Type
- Client case study
- Category
- Business Operations Platform
Tech stack
- React
- Node.js
- Express
- PostgreSQL
- Tailwind CSS
02The challenge
What wasn't working
Lack of centralized lead logging caused client communications to overlap, resulting in redundant outreach and client drop-offs.
The brief
A consulting firm experienced a 20% drop-off in potential leads due to fragmented records across disjointed email lists and spreadsheets.
03The solution
How it was built
Developed a central pipeline management dashboard with automated calendar follow-ups and contact history logging.
Employs a custom Express REST API server interacting with indexed tables in PostgreSQL, providing drag-and-drop state changes on the React frontend.
- InterfaceReactTailwind CSS
- APIs & logicNode.jsExpress
- DataPostgreSQL
04Key features
What it does
- 01Dynamic kanban sales pipeline with quick status updates.
- 02Lead scoring algorithms based on active conversation metrics.
- 03Automated follow-up reminders and team task assignment alerts.
- 04Communications log compiling emails, calls, and meeting logs.
05Results
What changed
Boosted client lead conversion rates by 28% and decreased lead response delay to under 2 hours.
Next step
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