Case study · CRM
Sales CRM for a multi-branch distribution business
A custom CRM that gives every branch one pipeline, clear lead ownership and automated follow-ups.
CRM- Category
- CRM
- Industry
- Retail & distribution
- Platforms
- Web application, Mobile-responsive
- Technologies
- Next.js, Node.js, PostgreSQL, Redis
01
Business 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.
02
Solution
A central CRM with branch-level access, automatic lead assignment, a stage-based pipeline board and scheduled follow-up reminders.
03
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.
Scope
What we built
- Lead capture from web forms, imports and manual entry
- Configurable pipeline with stage rules
- Follow-up tasks, reminders and activity history
- Branch, team and agent level dashboards
- Role-based access for agents, managers and admins
Approach
- Step 1
Mapped the real process
We documented how each branch handled leads and agreed one shared set of stages before designing any screens.
- Step 2
Designed for the agent
The daily view focuses on what to do next: due follow-ups first, new leads second, everything else one click away.
- Step 3
Rolled out in phases
One branch went live first; feedback from that pilot shaped the release for the remaining branches.
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