SN Software Solutions
Professional services

Lead CRM with pipeline storage and task assignment

One place for leads, owners, and follow-up tasks instead of spreadsheets and chat threads. Client name withheld.

Confidential (NDA) · Custom Software Development. Numeric results are omitted unless the client has approved them.

The challenge

Leads lived in Excel and WhatsApp. Duplicate contacts, no owner, and tasks that existed only in someone’s head. Month-end reporting was a manual copy-paste.

The solution

A role-based CRM: lead capture, pipeline stages, assignment, reminders, and an activity log. Import from the old sheet was a first-class job so the team did not start from zero.

Technology

Next.jsTypeScriptPostgreSQLAWS
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