Agency & IT Services CRM

The challenge

Leads came in from the website, referrals, LinkedIn and business directories, and were tracked in spreadsheets and personal notes. Follow-ups were missed, quotations and invoices were made separately in Word and Excel, and the founders had no single view of the sales pipeline, pending payments or how each team member was performing.

Our solution

We built a centralised CRM that follows every customer from the first enquiry to the final payment. Leads are captured, assigned and moved through a deals pipeline; customer profiles keep company details, contacts and the full communication history; calls, meetings and reminders are scheduled as tasks; and quotations, invoices and payments are managed from the same place. Pipeline stages, roles and reports were set up to match the team's own way of working.

The results

Leads, customers and sales in one place

Quotations and invoices as GST-ready PDFs

Automatic payment reminders

Key features

Dashboard & analytics: a quick overview of leads, customers, sales, revenue and recent activities
Lead management: capture, assign, track and manage leads throughout the sales lifecycle
Customer management: customer profiles with company information, contact details and communication history
Sales pipeline: track opportunities across every stage, from the first enquiry to a successful conversion
Tasks & follow-ups: schedule calls, meetings, reminders and follow-up activities
Quotation management: create professional quotations with GST, discounts and payment terms, and download them as PDF
Invoice & payment tracking: monitor invoices, payment status and outstanding amounts, with automatic reminders
Reports: analyse sales performance, lead sources, conversion rates and team productivity
Team & access management: manage employees, roles, permissions and access to business information
Customisable workflows: adapt CRM modules and business processes to your organisation's requirements

Built around your business

Every business has different processes and customer management needs. Our CRM solutions are customised to fit your workflows, reporting requirements and operational goals.

Suitable for: IT companies, service providers, sales teams, agencies, consultants and growing businesses.

How it is built

React for a fast single-page CRM: drag-and-drop pipeline, quotation builder and live totals
Node.js API for leads, deals, PDF quotations and invoices, scheduled reminders and email
PostgreSQL for customers, deals and financial records, with role-based access for every team member

Have a CRM requirement? Let's discuss a solution tailored to your business.