Case study · CoreCRM
A sales CRM that moves leads from capture to closed deal with role-based access
Lead-to-deal pipeline
At a glance
- Client
- CoreCRM
- Industry
- Sales (B2B)
- Services
- CRM Implementation, CRM & Sales Automation, Web Application Development
- Stack
- Web app, Kanban boards, Role-based access, Analytics
- Roles
- Admin · Manager · Sales · Viewer
- Boards
- Drag-and-drop kanban
The challenge
- Leads tracked in spreadsheets fell through the cracks.
- No clear hand-off between sales reps and managers.
- Managers couldn't see the pipeline at a glance.
- Everyone could edit everything, with no access control.
Our approach
- Built the end-to-end flow: create lead, qualify, convert to company, then deal pipeline and tasks.
- Lead statuses and deal stages on drag-and-drop kanban boards.
- Search, status filters, and conversion and pipeline analytics.
- Separate experiences for Admin, Sales Manager, Sales and read-only Viewer roles.
Results
- Every lead has an owner and a stage.
- Managers see the full pipeline, and reps see only their own work.
Related services
Services used on this project
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Next step
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