Case Study: Custom Business CRM & ERP Platform
End-to-end sales automation, order tracking, role permissions, telephony integration, and real-time Telegram alerts.
Client & Scope
A B2B service firm with an expanding team struggling with lead leakage across fragmented spreadsheet records and chats.
The Challenge
Zero visibility into individual sales rep velocity, duplicate outreach calls, unorganized deal stages, and intellectual property leakage.
Technical Solution
Constructed a secure private cloud CRM on PostgreSQL and React featuring Kanban pipelines, automated round-robin lead routing, and strict RBAC permissions.
Key features & engineering
Core modules built for speed, data security, and seamless user experience.
Granular RBAC
Reps access solely assigned accounts, while leadership reviews complete aggregate performance.
IP Telephony Sync
Automated call recording and real-time attachment to the corresponding client profile.
Automated Reports
One-click generation of PDF invoices and acts based on deal data.
Delivered in Project
- Interactive Kanban deal board with configurable lifecycle stages
- Client profile dossiers with chronological call logs, chats, and attachments
- IP telephony integration and instantaneous Telegram notifications on hot leads
- Real-time revenue metrics dashboard and automated one-click PDF invoices
Verified Business Results
- Automated Kanban deal workflow eliminating unassigned leads
- Substantial reduction in manual administrative overhead
- Robust access permissions safeguarding proprietary client records
Ready to launch a similar solution?
Contact VEXA Studio today to discuss your technical architecture and receive a preliminary project roadmap.