Custom CRM Platform: Sales Automation & Reporting
Case Study
A growing B2B services company was managing leads across spreadsheets and messaging apps. Kevion built a bespoke CRM to centralize customer data, automate lead assignment and follow-ups, and provide real-time sales dashboards for management.
Proof Snapshot
Project Overview
The client was a growing B2B services company handling hundreds of monthly inquiries using spreadsheets and ad-hoc messaging. They required a lightweight, business-aligned CRM rather than an expensive off-the-shelf product with unnecessary features.
Business Challenge
Customer data fragmentation, no centralized lead tracking, manual follow-ups, duplicate records, and limited reporting visibility — all slowing the sales process and reducing productivity.
- ✕Customer data spread across multiple spreadsheets
- ✕No centralized lead tracking
- ✕Manual follow-up reminders
- ✕Limited visibility into sales performance
- ✕Duplicate customer records
- ✕Time-consuming administrative tasks
Project Goals
- ✓Build a custom CRM aligned with existing processes
- ✓Centralize customer and lead information
- ✓Automate repetitive tasks
- ✓Improve reporting and visibility
- ✓Create a scalable platform for future growth
Technical Architecture
Visual pipeline representing customer requests to backend processing data flows:
Technology Stack
| Layer | Technology |
|---|---|
| Frontend | React |
| Backend | Laravel |
| Database | MySQL |
| Auth | JWT |
| Hosting | AWS |
Deployment Team
| Role | Developers Count |
|---|---|
| Project Manager | 1 engineer |
| Full-Stack Developer | 2 engineers |
| UI/UX Designer | 1 engineer |
| QA Engineer | 1 engineer |
Discovery & Scoping
- 1Document lead lifecycle and sales workflow
- 2Map user roles and permissions
- 3Capture reporting requirements and pain points
- 4Define integration requirements and migration strategy
Execution Phases
Phase 1: Phase 1: System Design
Architecture, permissions, DB structure, and automation strategy.
Phase 2: Phase 2: Core Development
Lead management, customer records, opportunity tracking, tasks, and activity timeline.
Phase 3: Phase 3: Automation
Automatic lead assignment, follow-up reminders, email notifications, and activity logging.
Phase 4: Phase 4: Reporting
Interactive dashboards for pipeline, performance, conversion and lead sources.
Phase 5: Phase 5: Deployment
Migration support, training, and go-live monitoring.
Before vs. After
| Before | After |
|---|---|
| Multiple spreadsheets | Centralized CRM |
| Manual lead tracking | Automated pipeline |
| No reporting | Real-time dashboards |
| Follow-ups forgotten | Automated reminders |
| Duplicate records | Unified customer database |
Performance Improvements
Development Timeline
Technical Problems Solved
✕Data Fragmentation
Solution: Consolidated customer information into a single secure database.
✕Manual Processes
Solution: Automated follow-ups and lead assignment to remove repetitive tasks.
✕Reporting Delays
Solution: Built live dashboards with actionable insights for management.
Business Results
Lessons Learned
- •Custom software should reflect business workflows, not force businesses to adapt.
- •Automation delivers the greatest value when it eliminates repetitive tasks.
- •Simple, intuitive interfaces encourage user adoption.
- •Reporting should support decision-making in real time.
Why Kevion Technologies
- ✦Understand workflows before writing code
- ✦Create scalable architectures
- ✦Deliver intuitive user experiences
- ✦Support clients beyond project delivery
Planning a complex platform migration or custom integration?
Let's discuss your project parameters. Get a free custom scoping estimate and architecture consultation with our senior engineering team.
Services used on this project
Similar projects
API Performance Optimization: Logistics Platform
- Problem
- Slow APIs and database bottlenecks delayed shipment tracking and dashboards at peak traffic, while cloud costs kept rising.
- What we did
- Backend and database overhaul for a logistics platform processing thousands of shipment updates daily: faster APIs, Redis caching, and a cloud-ready architecture.
Chatify: Real-time Messaging SaaS
- Problem
- The team needed end-to-end encrypted messaging and calls they could host themselves.
- What we did
- Secure, real-time communication platform utilizing WebRTC and Socket.io to offer video calls, group chats, and end-to-end encryption.
EliteLedger: Cloud Accounting SaaS
- Problem
- Many Indian SMEs still ran their accounts on single-computer desktop software.
- What we did
- Kevion-owned GST cloud accounting SaaS for Indian SMEs, featuring invoicing, party ledgers, multi-location inventory, user reviews, and tax reporting workflows.
Related reading
Laravel SaaS Architecture: A Practical Multi-Tenant Guide
Plan a maintainable Laravel SaaS with tenant isolation, authentication, queues, billing, observability, and deployment practices that support growth.
Read article →Building Yuvapri Health: A React and Laravel Storefront for a Supplements Brand
How we built Yuvapri Health's storefront on React/Vite and a Laravel API — server-authoritative pricing, guest checkout, Razorpay payments, and a catalog the client's team can run without a developer.
Read article →How to Hire Laravel Developers in 2026: The Complete Guide for Growing Businesses
How to hire Laravel developers in 2026 — key skills to look for, common mistakes, expected costs, and how to choose the right development company.
Read article →Ready to Start Building?
Tell us what you're working on. We reply to every enquiry within one business day (Mon–Sat, IST) with questions, a rough timeline and a quote. No obligation.
Not ready for a full build? Start with a free call or a small, paid discovery phase. see how we keep it low-risk.
General Enquiries
info@keviontechnologies.in
Support
support@keviontechnologies.in
Call Us
+91 75730 55757
Our Promise
A senior team member reads every enquiry and replies personally within one business day. In the UK, UAE or US? Tell us your time zone and we'll book a call that suits you.