Helping a sales team close 2x more deals with a custom CRM

The Challenge

SalesForge had a 20-person sales team using a generic CRM that did not match their pipeline stages or approval workflows. Data entry was manual, follow-ups were missed, and sales managers had no real-time visibility into deal progress. The team was spending more time managing the tool than selling.

Our Solution

We built a custom CRM that mirrors SalesForge exact sales process — from lead capture to contract signing. The system automatically logs calls and emails, reminds reps about follow-ups, and provides sales managers with a live pipeline view. We added an automation engine that triggers email sequences and approval requests based on deal stage changes.

Key Features Delivered

• Custom pipeline stages and deal tracking
• Automated call and email logging
• Smart follow-up reminders
• Email sequence automation
• Deal approval workflows
• Sales forecasting and analytics
• Contact and company management
• Mobile app for field sales