Custom Software
Lead & Deal Tracking CRM
B2B Services Company — Confidential
Professional Services
5 weeks
Overview
A lightweight CRM built for a B2B services company to track leads and deals across a small sales team.
The Problem
Leads were tracked across individual spreadsheets per salesperson, with no shared visibility into pipeline status or follow-up dates.
The Solution
Built a shared CRM with a visual deal pipeline, contact history, and automated follow-up reminders so leads stopped falling through the cracks.
Key Features
- Deal pipeline
- Contact management
- Follow-up reminders
- Sales reporting
Technologies Used
Laravel
PHP
MySQL
JavaScript
Results
The sales team gained a shared view of the pipeline and follow-up consistency improved.