Web DevelopmentService Specification
Custom Sales Pipelines & Automated Customer Lifecycle Tools
Stop forcing your sales team to work around software that wasn't built for how you actually sell. We build a CRM around your process — not the other way around.
Who This Service Is For
- Sales teams outgrowing generic CRMs
- Agencies managing client leads
- Financial & consulting service firms
Problem & Risk Solved
Eliminates bloated seat-license fees for features you don't use and replaces clunky spreadsheet follow-ups with automated pipelines.
Concrete Scope Deliverables
01
Drag-and-drop Kanban pipeline
02
Automated email/SMS follow-up triggers
03
Lead scoring & activity timeline
04
Sales rep performance dashboard
Service Execution Process
Phase 1
Pipeline Mapping
Define custom lead statuses, deal values, and qualification criteria.
Phase 2
Automation Engineering
Set up WebSockets and queue runners for automated reminders.
Phase 3
Team Rollout
Deploy permissions, lead distribution rules, and audit logs.
Why This Technical Stack
Built-in real-time WebSockets keep pipeline views instantly in sync across multi-agent sales teams.