CRMCRMRetail & distribution
Sales CRM for a multi-branch distribution business
A custom CRM that gives every branch one pipeline, clear lead ownership and automated follow-ups.
- Problem
- Leads arrived through calls, forms and walk-ins, and were tracked in separate spreadsheets per branch. Managers had no reliable view of the pipeline.
- Solution
- A central CRM with branch-level access, automatic lead assignment, a stage-based pipeline board and scheduled follow-up reminders.
- Result
- A single source of truth for sales: every lead has an owner, a stage and a next action, and reporting is available without manual compilation.






