01 · The Problem
Leads arrived through forms, email and messaging apps and were tracked in a shared spreadsheet, so follow-ups were missed and nobody could forecast the pipeline.
CRM SystemPlaceholder Project
Sales CRM & Automation Suite
A pipeline built around how the sales team actually sells.
Project Overview
| Category | CRM System |
|---|---|
| Industry | B2B Services |
| Services | CRM Systems, Workflow Automation, Business Automation |
| Technology | Next.js, TypeScript, PostgreSQL, n8n, Webhooks |
A custom CRM with a visual pipeline, automatic lead capture and enrichment, follow-up reminders and email and WhatsApp integrations.
02 · The Solution
A CRM that captures leads from every channel, enriches them automatically, scores them, schedules follow-ups and gives managers a live forecast.
Key Features
- Lead capture from forms, email and messaging apps
- Automatic enrichment and lead scoring
- Drag-and-drop pipeline with stage rules
- Follow-up reminders and sequences
- Live pipeline forecast for managers
Outcome
Placeholder outcome — replace with the measurable result from the real project.
- Result Metric
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- Result Metric
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- Result Metric
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