Lead and Visit CRM
A full-stack CRM built for teams that need pipeline visibility, visit coordination, and cleaner follow-up after every customer conversation.
Problem
The sales team needed a system that could track lead stage, schedule site visits, and keep follow-up moving without losing context between calls and handovers.
Solution
We designed a pipeline-based CRM with lead scoring, visit scheduling, activity history, and shared notes so sales reps and managers could work from the same record.
Outcome
Leads stay visible, visit plans are easier to coordinate, and follow-up happens with more context and less manual checking.
What was built
- Lead pipeline with ownership, status, and follow-up tracking
- Visit scheduling with shared context and activity history
- Manager visibility into conversion movement and stalled leads
Tech used
We keep the stack lean on purpose. Each project uses the tools needed to make the experience clear, stable, and easy to maintain after handoff.
More work
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