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Portfolio Project
Custom CRM and Sales Pipeline Dashboard
A custom CRM dashboard for lead tracking, sales follow-up, quote status and management reporting.
Project overview
This CRM project was designed to centralise sales enquiries and reduce follow-up gaps.
Challenge
The client was managing leads through email, spreadsheets and manual reminders, which made reporting and accountability difficult.
Solution
Webcotec built a custom lead pipeline with statuses, notes, assignment, source tracking and dashboard reporting.
Result
The team gained clearer visibility over new enquiries, open opportunities and follow-up activity.