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Case study · B2B sales · Europe

Sales CRM with a live pipeline board

A growing sales team tracked deals in spreadsheets. Two people editing the same week of work produced two different answers about the same pipeline.

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  • SectorB2B sales
  • RegionEurope
  • IntegrationsAWS S3, SMTP, OpenAPI
  • StackNestJS, PostgreSQL, React

What we built

The system

The client name is withheld under a confidentiality agreement. The illustration is our own artwork, not a screenshot of the client’s system. We list only what we built — no metrics we did not measure.

Deals New deal Northbay Interiors Proposal Lakeside Group Contacted Ortega Build Measurement Meridian Estates Proposal Osei Partners New Petrova Design Contacted Meridian Estates Owner H. Schmidt Source Referral Stage Proposal sent Next Follow-up call Osei Partners Owner Unassigned Source Inbound call Stage New Next Qualify Petrova Design Owner M. Alvarez Source Repeat client Stage Discovery Next Book measurement Northbay Interiors Owner M. Alvarez Source Website Stage Proposal sent Next Site visit Lakeside Group Owner J. Park Source Referral Stage Discovery Next Send proposal Ortega Build Owner H. Schmidt Source Thumbtack Stage Measurement Next Visit on Tue Activity

B2B salesEurope

Sales CRM with a live pipeline board

A growing sales team tracked deals in spreadsheets. Two people editing the same week of work produced two different answers about the same pipeline.

  • Drag-and-drop pipeline board with live updates across sessions
  • Deal records with documents, attachments and activity history
  • Scheduled reminders and follow-up tasks
  • Documented API for the client’s own reporting tools
Integrations
AWS S3 · SMTP · OpenAPI
Stack
NestJS · PostgreSQL · React · Socket.IO · Swagger

Contact

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