Scaleup Infotech
Scaleup Infotech.
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CRMFlow

A customer system that keeps sales follow-ups organized.

Classification

Client Project

Industry

B2B / SaaS

Engineering Stack

Node.js, React, PostgreSQL

The Problem

Lead data was spread across Excel, Gmail, Calendar, and WhatsApp. Follow-ups were getting missed.

What We Built

Scaleup Infotech built a customer system with deal stages, email reminders, lead scoring, follow-up tasks, Gmail sync, Calendar sync, and sales reports.

Engineered Features

Pipeline Management
2-Way Gmail Sync
Auto-Email Sequences
Calendar Integration
Lead Scoring
Analytics Dashboard

Technology Stack

Node.js React PostgreSQL Docker

Delivery Process

Phase 01

Workflow Analysis

Mapped their complete sales follow-up steps.

Phase 02

Development

Built modular SaaS architecture.

Verified Results

Centralized CRM pipeline and follow-up process
Email sync and sales tracking foundations
Dashboard structure for forecasting and team accountability

"The CRM fits our sales process well and makes day-to-day follow-ups easier to manage."

Client Feedback

Project Stakeholder

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