Custom Business Software
Custom CRM & Lead Management System
A custom CRM for managing leads, sales stages, enquiries and day-to-day operational workflows in one system.
Redacted implementation screenshotOverview
This project delivered a custom CRM application for managing leads, sales stages, website enquiries and everyday operational workflows.
The focus
The system was designed around centralizing lead information, sales-stage visibility, website enquiries and operational workflow in one application.
The solution
A React application was built with Firebase for authentication and data storage. It supports lead and pipeline management, website form integration, search and filtering, role-based access, REST API connections and workflow automation.
Key features
- Central lead, enquiry and sales-stage management
- Website form integration
- Firebase authentication and data storage
- Search and filtering
- Role-based access, REST API connections and workflow automation
Workflow
- Capture and manage website enquiries
- Organize leads and sales stages in the CRM
- Find relevant records with search and filtering
- Connect workflows with REST APIs and automation
Technologies used
Result
A custom CRM implementation bringing lead management, enquiries and workflow functionality into one application.