Replacing Three Spreadsheets With One Custom CRM

Before we got involved, this B2B sales team was juggling three separate spreadsheets and a handful of disconnected tools just to track a single deal from lead to close. Nothing synced, nothing was trustworthy, and reporting took a full day every month.

We designed and built a custom CRM around exactly how their sales process actually works — not a generic template. Built on React and Node.js, it gives reps one place to manage pipeline, and gives leadership real-time visibility without any manual rollups.

The team now closes deals faster simply because they can trust the data they’re looking at.