Business Requirement
Organisations require a streamlined customer relationship management (CRM) tool that offers a unified experience to efficiently track and manage leads. The solution should provide comprehensive, real-time insights on each lead, including milestones, revenue, meetings, tasks, and more, while offering AI-driven recommendations, notifications, and learnings to enhance productivity and decision-making. You can also customised templates as per the business requirement adding any attribute to the functions and display in the matrix is also key requirement.
Solution
We developed a CRM system in just two months, focused on delivering a single-page experience for lead management. The platform consolidates all relevant information—milestones, revenue, meetings, and tasks—into one intuitive interface. It incorporates AI prompts for real-time updates, news, and suggestions for upcoming meetings, along with daily notifications on the home page. The system also provides actionable insights and learnings for each lead, ensuring users can make informed decisions quickly and effectively.

Empowering Decisions with Customisable Insights:
Our CRM
dashboard offers a comprehensive revenue
matrix
and segmented monthly revenue view for strategic planning. Fully customisable
lead
and
task data cards let you
add or remove attributes, ensuring a tailored experience to
meet
your
unique business needs.”
Single Interface For a Lead






