A custom CRM for a multi-region sales organisation — unifying leads from web, email, WhatsApp and the call centre, routing them by rules, and driving deals from first touch to closed-won. A built-in scoring engine ranks every opportunity by likelihood to close, so reps work the right deals first.
The client’s sales teams spanned several regions and a dozen tools — leads slipped between inboxes, follow-ups were missed, and managers had no reliable forecast. They’d outgrown off-the-shelf CRM and needed a system shaped around how they actually sell.
We built a custom CRM that pulls every enquiry — web form, email, WhatsApp, inbound call — into a single queue, then routes it to the right rep by territory and round-robin rules. Reps move deals through configurable pipelines, generate quotes with approvals, and a scoring model surfaces the opportunities most likely to close.
Everything a multi-region team needs to capture, qualify, quote and close — in one system.
Web, email, WhatsApp and telephony land in one threaded view, so no enquiry is lost and every conversation has full context.
Leads auto-assign by territory, product, language and workload, with round-robin balancing and SLA timers on first response.
Configurable stages, fields and automations per team — drag deals forward, trigger tasks and never lose a next step.
Built-in CPQ generates quotes from a product catalogue, routes discounts for approval, and pushes closed deals to billing.
A model trained on historic wins scores each lead and deal, so reps and managers focus on the pipeline most likely to convert.
Live pipeline, weighted forecast and rep performance dashboards give leadership a number they can plan the quarter on.
The platform work that let a large, distributed sales org trust it as their system of record.
