Client Challenge
Where they were stuck
- Off-the-shelf CRMs are too heavy or too simple.
- Leads leak between forms, ads and inboxes.
- Managers can't answer 'where did this lead come from and why did we lose it?'
Case Studies
B2B ServicesSoftwareConcept Case Study
CRM & Lead Management System
A pipeline that runs itself — leads captured, scored, routed, followed up.
Industry
B2B Services
Category
Software
Timeline
6 weeks (concept build)
Services
4 disciplines
Project Overview
The engagement
A lean, opinionated CRM built for teams that outgrew spreadsheets but don't need a bloated enterprise suite — lead intake, scoring, routing, activity tracking and pipeline reporting done well.
Our Solution
What we built
- Unified intake from web, ads, WhatsApp and calls.
- Rules-based routing with round-robin and territory logic.
- Automated follow-up sequences per stage.
- Cohort analytics by source, campaign and rep.
Development Process
How the work unfolded
01
Discovery
Framed the problem, mapped the workflow and defined success from day one.
02
Blueprint
Sketched the architecture, data model and user journeys end to end.
03
Build
Shipped in weekly increments with production-quality code from the first commit.
04
Launch
Migrated data, trained the team and cut over with a safety net in place.
05
Optimise
Measured, tuned and hardened until the system felt effortless to run.
Technology Stack
Next.jsPostgreSQLn8nSendGridTwilio
Services Provided
CRMLead CaptureAutomationAnalytics
Key Features
What shipped
- Custom pipelines per team
- Web-to-lead forms with attribution capture
- Email and WhatsApp sequences
- Task and reminder engine
- Manager dashboard with conversion and velocity
Before vs After
The shift
Before
Leads in 5 inboxes
After
One source of truth
Before
Guesswork on ROI
After
Attribution per campaign and rep
Before
Follow-ups forgotten
After
Sequenced, tracked, measurable
Results
The outcome they feel every day
Higher conversion
No lead goes untouched, and every touch is logged.
Real attribution
Marketing spend is judged by revenue, not vanity clicks.
Rep accountability
Managers see effort and outcome at a glance.
"The CRM that finally does what a small growing sales team actually needs."
INTILEQ Studio
Concept walkthrough
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