Skip to content
CRM

Pipewright: Custom sales CRM

A CRM built around the daily work of reps, consolidating four legacy tools and automating the follow-up nobody remembers.

Sector
B2B Services
Typical client
Sales organisation with several hundred reps
Typical timeline
24 weeks
Typical team
5 engineers, 1 designer
Sales pipeline board with deal value, owner and stage movement
Account record with open deals, call history and buying committee
Forecast dashboard comparing commit, best case and quota by team

About this project

Off-the-shelf CRMs become expensive and awkward when a large sales team's process is genuinely distinctive. Reps avoid updating records, so leaders forecast from data they do not trust.

This CRM follows the team's actual sales stages and logs calls automatically. Forecasts draw directly from live pipeline data, which removes the weekly spreadsheet exercise.

Objectives

  • Consolidate four tools into one customer record
  • Reduce admin time so reps spend more of the day selling
  • Give leadership a forecast built on trusted data

What’s delivered

  • Account, contact and deal management
  • Lead routing and follow-up automation
  • Email, calendar and telephony integration
  • Data deduplication and staged migration
  • Forecast and activity dashboards

Target outcomes

90%

adoption goal in 60 days

-35%

rep admin time target

4→1

tools consolidated

±10%

forecast accuracy objective

Technology

  • React
  • NestJS
  • GraphQL
  • PostgreSQL
  • Twilio

Services involved

Have a similar challenge?

Book a free consultation. We’ll scope your project, pressure-test the plan and give you an honest estimate, with no commitment required.