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AutoCRM SaaS
A customer system that keeps sales stages and follow-ups on track.
Classification
Client Project
Industry
B2B
Engineering Stack
Python, Django, React
The Problem
Sales teams tracked emails, calls, and follow-ups by hand, which caused lost deals.
What We Built
Scaleup Infotech built a customer system where each lead has a stage, reminders, tasks, lists, permissions, and updated reports.
B2B
AutoCRM SaaS
Enquiry
Growth
BuildUXSEO
Engineered Features
Email Workflows
Pipeline Board
Analytics Dashboard
2-way Gmail Sync
Lead Segmentation
Technology Stack
Python Django React PostgreSQL Docker
Delivery Process
Phase 01
Workflow Mapping
Analysed every step of their sales funnel.
Phase 02
Development
Built the Django server setup and React screens.
Verified Results
CRM process for lead and task management
Cleaner follow-up tracking across sales stages
Reporting foundation for pipeline and performance review
"The sales pipeline became easier to track, follow up, and report on."
Client Feedback
Project Stakeholder
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