
Industry
Software / Client Management
Service
Product Development, UI/UX Design, Cloud-Based Software Solutions, Analytics & Reporting.
Completetion Timeline
2.5 Years
Tools Used
Scrum & Kanban, Third-party integrations, CI/CD pipeline.
Conversion Visibility: New metrics revealed clear conversion patterns.
Precise CAC Calculation: Tracking closing times and effort provided critical data for accurately calculating the Customer Acquisition Cost (CAC).
Enhanced Mobility: Digitization removed physical barriers, enabling the commercial team to consult and update data in real-time from any device.
We deployed a dedicated Development Pod to design and develop a custom CRM tailored to digitize the entire client portfolio. The solution focused on creating an ecosystem accessible from any device, allowing for ubiquitous data management and the automation of previously manual workflows.
Digital Portfolio Management: Full centralization of client information with remote access from any location or device.
Lead Capture & Tracking: A specialized system for recording and monitoring the entire lead lifecycle.
Advanced Analytics Module: Implementation of performance metrics to evaluate the health of the sales funnel.
Closing Metrics Dashboard: A dedicated tool to measure the time elapsed from initial contact to the final close.
Conversion Visibility: New metrics revealed clear conversion patterns.
Precise CAC Calculation: Tracking closing times and effort provided critical data for accurately calculating the Customer Acquisition Cost (CAC).
Enhanced Mobility: Digitization removed physical barriers, enabling the commercial team to consult and update data in real-time from any device.




