Custom CRM Platform
Sales Automation & Reporting
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.
Project Metrics
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
"The CRM has transformed the way our sales team operates. We now have complete visibility into our pipeline, spend less time on manual tasks, and can focus more on building customer relationships."
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.
Related Services & Resources
Explore the service capabilities and guides behind this project.
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