CRM Dashboard — Codework Technology portfolio

Website Development Categories

Food Grocery E-Commerce CMS Tour & Travels CRM Hotel Booking Delivery Apps Education Finance Fashion Inventory

Client: B2B services company · Professional Services

Challenge

Leads from website forms, calls, and WhatsApp were tracked in spreadsheets with slow follow-ups and no pipeline visibility.

Solution

Custom CRM with lead stages, assignment rules, activity reminders, and management dashboards.

Result

Sales teams gained a single pipeline view and faster follow-up discipline within the first month of rollout.

Key metrics

  • Single dashboard for all lead sources
  • Automated follow-up reminders
  • Role-based reporting for managers