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Portfolio / Sales CRM Platform
Software · 2025

Sales CRM Platform

A custom CRM unifying leads, quotes and after-sales service for an industrial manufacturer.

Sales CRM Platform
CRM
The challenge

Sales, quotations and service were spread across spreadsheets, inboxes and a legacy tool. Nobody had a single view of a customer, and quotes took days to turn around.

What we did

We designed and built a tailored CRM: a clean pipeline, quote builder, customer timeline and role-based access — integrated with the client's email and ERP so data flows in automatically.

Results
01
35% faster quote turnaround
02
One source of truth across 5 teams
03
Full after-sales history per customer
Product strategy Web application ERP & email integration
Next project

Manufacturing Digital Transformation

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