Custom SalesCRM Platform
Replaced a fragmented 6-tool stack with a unified custom CRM — cutting admin time by 40% and deal closing speed by 3×.
Sales Pipeline
Wholesale & Retail Accounts · Q2 2025
Pipeline value
$1.24M
+18% QoQ
Open deals
60
12 this wk
Win rate
38%
↑ 4pts
Avg cycle
22 days
3× faster
$285k
total value
Harbor Goods
$48k
Summit Sports
$32k
Mesa Apparel
$19k
$412k
total value
Pacific Goods
$120k
Coastal Malls
$88k
$318k
total value
Northgate Co.
$98k
Blue Ridge LLC
$74k
$314k
total value
Apex Retailers
$142k
Canyon Brands
$96k
Activity
Auto-loggedPacific Goods → Qualified
Intent signals detected
Email opened · Northgate
3 links clicked
Meeting logged · Canyon
45 min · Sarah K.
Deal upsized · Harbor
$32k → $48k
Leaderboard
Pipeline growth
+18% QoQ
Deals closed
$412k
3× faster
Deal Closing Speed
40%
Admin Time Reduced
$180k
Annual Tool Cost Saved
The Challenge
The client was running their sales operation across Salesforce, Notion, Slack, a custom spreadsheet, and two other tools. There was no single source of truth. Reps wasted hours switching between tabs, deals fell through, and leadership had no real-time visibility into the pipeline.
Our Solution
We designed and built a fully custom CRM tailored to their exact workflow. It includes a unified customer timeline, drag-and-drop pipeline, automated email tracking, task management, and a live analytics dashboard. The entire team was onboarded in under a week.
What we delivered
Deal closing speed improved 3× due to fewer handoff delays and full context on every deal
40% reduction in administrative overhead per rep
$180,000 saved annually by replacing enterprise SaaS licensing fees
Full pipeline visibility from lead to close — no more spreadsheets
“We finally have one system that actually fits how we sell. Day-and-night difference.”
VP of Revenue
E-commerce Brand
Built with modern tools
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