Case study
A custom CRM built around one team's pipeline
Lead intake, sales stages, follow-up and review views in a custom CRM. The client’s name and private processes are not disclosed.
- Client
- Sales organization (anonymized)
- Industry
- Sales operations
- Services
- CRM, Custom software
LinkIT built a custom CRM for a sales team whose existing tools did not match its sales process.
The problem
The team tracked deals across its CRM, inboxes and spreadsheets. Fields and pipeline stages did not reflect the work, and managers had to assemble a separate view for reviews.
What we built
- Lead intake from forms and inboxes into the pipeline.
- Sales stages based on the team’s process, with the fields needed at each step.
- Follow-up tasks attached to the customer record.
- Review views showing open deals and next actions.
The client’s internal process remains private. Our custom CRM development page describes the service in more detail.
Delivered system
The team uses the CRM to keep customer records, follow-up and pipeline reviews together.
Discuss your CRM requirements or email harsh@clixo.shutkarsh@clixo.sh.