Workflow Mapping
Analysed every step of their sales funnel.
PROJECT BRIEF
AutoCRM SaaS
A customer system that keeps sales stages and follow-ups on track.
Back to our workILLUSTRATED SCOPE · NOT A PRODUCT SCREENSHOT
THE CHALLENGE
What needed to work better.
Sales teams tracked emails, calls, and follow-ups by hand, which caused lost deals.
A logistics company was losing leads because customer information was spread across tools.
THE RECORDED SOLUTION
A build around the real workflow.
Scaleup Infotech built a customer system where each lead has a stage, reminders, tasks, lists, permissions, and updated reports.
- Email Workflows
- Pipeline Board
- Analytics Dashboard
- 2-way Gmail Sync
- Lead Segmentation
PROJECT APPROACH
How the work took shape.
Development
Built the Django server setup and React screens.
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