Sales Pipeline: Spreadsheets Replaced, +22% Deals Closed

Challenge

The sales team managed leads across 4 spreadsheets with no shared visibility. Deal stages were tracked informally, follow-up dates were recorded on personal calendars, and pipeline reviews happened once a week during a 2-hour team meeting. Leads regularly fell through the cracks. Management had no real-time view of pipeline health or individual rep performance.

Solution

We built a custom CRM web platform designed around the team's actual workflow — not a generic SaaS product template. The platform includes a Kanban-style pipeline with configurable deal stages, full contact and company records with interaction history, automated follow-up reminders via n8n, AI-drafted first-contact emails, team assignment and ownership tracking, and a management dashboard with live KPIs.

Implementation

Started with a workflow mapping session to document how the team actually moved deals through their process. Designed the CRM schema around those stages. Built the platform with a clean UI the team could adopt without training. Connected n8n automations for follow-up email sequences and WhatsApp rep alerts. Migrated existing leads from spreadsheets in one weekend. Delivered team onboarding with a 30-minute walkthrough.