Scaleup Infotech
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Custom Software
B2B

AutoCRM SaaS

A customer system that keeps sales stages and follow-ups on track.

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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