CRM Management Platform
Built a full web-based CRM for a B2B services company — lead pipeline, contact records, activity timeline, deal stages, team assignment, follow-up reminders, and performance reporting.
Client: B2B Services Company
NCVertex Deployment
CRM
Professional Services
4 spreadsheets replaced by 1 system
+22% deals closed in the quarter after launch
100% lead capture — zero dropped through the cracks
Pipeline visible in real time vs weekly reviews
Problem
Sales pipeline managed in 4 spreadsheets. No visibility into deal stage, follow-up status, or team performance. Follow-ups missed regularly. Management had no live view of pipeline health.
Solution
Custom CRM web platform with Kanban pipeline, contact management, activity tracking, automated n8n follow-up reminders, AI email drafting, and a live reporting dashboard.
Result
Replaced 4 disconnected spreadsheets with one connected system. Pipeline visibility improved from weekly reviews to live. The sales team closed 22% more deals in the following quarter after implementation.
Deployment Overview
Built around the real workflow.
The sales team was managing their entire pipeline across four disconnected spreadsheets. Lead assignment happened via WhatsApp messages. Follow-up was tracked with personal calendar reminders. Pipeline visibility existed only during weekly Excel review meetings.
We built a custom CRM platform from scratch: a kanban-style pipeline with configurable stages, full contact and company records with interaction history, automated follow-up scheduling via n8n, AI-drafted first-contact emails, and a management dashboard showing team performance, deal velocity, and pipeline health in real time.
The platform replaced all spreadsheets within two weeks of deployment. The sales team adopted it immediately because it was built around their actual workflow rather than a generic CRM template.
Technologies
Built with the right stack.
Ready to get started
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Our Core Capabilities
Our Core Capabilities