Custom CRM System for Mid-Sized Enterprise

The Challenge

Our client, a mid-sized enterprise with 200+ employees, was struggling with inefficient sales processes and poor client communication. Their existing system was a patchwork of spreadsheets and legacy software that couldn't scale with their growing business needs.

Our Solution

We developed a comprehensive CRM system using modern web technologies that centralized all customer interactions, automated routine tasks, and provided real-time analytics for better decision-making.

Key Features Implemented

• Lead Management: Automated lead capture and scoring system
• Contact Management: Centralized customer database with interaction history
• Sales Pipeline: Visual pipeline management with drag-and-drop functionality
• Email Integration: Seamless email communication tracking
• Reporting & Analytics: Real-time dashboards and custom reports
• Mobile App: Native mobile application for field sales teams

Technical Implementation

The system was built using a modern tech stack ensuring scalability, security, and performance:

• Frontend: React.js with Redux for state management
• Backend: Node.js with Express.js framework
• Database: MongoDB for flexible data storage
• Authentication: JWT-based secure authentication
• Deployment: AWS cloud infrastructure with auto-scaling