Case study · Growing services business
A Custom CRM That Replaced Spreadsheets
A growing services business was running its entire sales pipeline on spreadsheets that no longer scaled. Off-the-shelf CRMs didn’t fit their process and the per-seat fees were mounting. We built a custom CRM around exactly how they work.
The challenge
- Leads and deals tracked in spreadsheets — things slipped through the cracks
- Off-the-shelf CRMs forced changes to their established process
- Per-user licensing costs were rising as the team grew
- No reliable reporting on pipeline or conversion
What we did
- Mapped their real sales process, stages and data
- Designed a custom data model and clean, simple screens
- Built the CRM in reviewable stages so they saw value early
- Migrated existing contacts and history from spreadsheets
- Added the dashboards and reports they actually needed
The results
- One shared, reliable view of every lead and deal
- No more per-seat fees — they own the system
- Faster follow-up and fewer lost opportunities
- Clear pipeline reporting for better decisions
Services used
Client details are anonymized to protect privacy. Figures are realistic and representative of the type of results we deliver.
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