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Custom Software
B2B
AutoCRM SaaS
A customer system that keeps sales stages and follow-ups on track.
B2B
AutoCRM SaaS
Enquiry
Growth
BuildUXSEO
The Client
A logistics company was losing leads because customer information was spread across tools.
!The Challenge
Sales teams tracked emails, calls, and follow-ups by hand, which caused lost deals.
Our Solution
Scaleup Infotech built a customer system where each lead has a stage, reminders, tasks, lists, permissions, and updated reports.
Key Features Delivered
Email Workflows
Pipeline Board
Analytics Dashboard
2-way Gmail Sync
Lead Segmentation
How It Was Built
01
Workflow Mapping
Analysed every step of their sales funnel.
02
Development
Built the Django server setup and React screens.
Business Impact & Results
CRM process for lead and task management
Cleaner follow-up tracking across sales stages
Reporting foundation for pipeline and performance review
Tech Stack Used
Python Django React PostgreSQL Docker
"
The sales pipeline became easier to track, follow up, and report on.
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Custom Software Case Study
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