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Custom CRM & Sales Pipeline Automation Engine

Building a drag-and-drop Kanban CRM with WebSockets and automated lead scoring, replacing $1,200/mo in generic seat fees.

Digital Marketing & Consulting FirmSprint Duration: 6 Weeks100% Verified Scope
React 19Node.jsWebSocketsMongoDBTailwind CSSExpress
Audited Performance Benchmark

$1,200/mo

Monthly Seat Savings

<15 mins

Lead Response SLA

Real-time

Pipeline Sync

The Friction & Bottleneck

The Engineering Challenge

A growing agency was paying expensive per-seat software fees for a bloated CRM while struggling with delayed lead assignments and manual follow-ups.

Solvantis Architecture

Our Engineered Solution

We engineered a custom drag-and-drop Kanban pipeline built on React 19, Node.js WebSockets, and automated lead routing rules.

Verified Qualitative Outcomes

Eliminated recurring per-user monthly SaaS seat fees with a 100% custom-owned sales pipeline tool.
Integrated WebSockets to synchronize deal stage changes instantly across 15+ concurrent sales reps.
Automated lead scoring and round-robin assignment upon lead form submission.
Technical Output

Technical Deliverables & Code Assets Handed Over

01

Drag-and-Drop Sales Kanban

100% IP Transferred
02

WebSocket Live Sync Engine

100% IP Transferred
03

Lead Scoring & Assignment Rules

100% IP Transferred
04

Rep Performance Analytics

100% IP Transferred
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