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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