Software & SaaS Case Study

OmniCRM Sales Platform

Custom sales CRM software with deal kanban boards, WhatsApp lead sync, and automated quotation generator.

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Project Specifications

Client

OmniCorp Sales Group

Industry

B2B Sales & Marketing

Duration

7 Weeks

Completed

March 2024

Tech Stack
Node.js React MongoDB Twilio WhatsApp API
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The Challenge

OmniCorp needed a custom CRM for their 40 sales reps to capture leads from WhatsApp, track deal stages, and generate PDF quotes in seconds.

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Our Solution

We built a drag-and-drop React CRM with automated WhatsApp chat synchronization and instant PDF proposal generation.

Key Features Implemented

Specific technical features built into this application.

01

Drag-and-Drop Deal Kanban

Move sales prospects through Pipeline, Proposal, Negotiation, and Closed-Won.

02

WhatsApp Lead Auto-Capture

Incoming WhatsApp inquiries automatically create lead cards in CRM.

03

1-Click PDF Quote Generator

Generate branded PDF price proposals pre-filled with client data.

04

Sales Rep Leaderboards

Track weekly calls made, deal value closed, and commission earnings.

Key Performance Indicators

Quantifiable results achieved post-launch.

+240%
Sales Team Deal Velocity
< 15 Sec
PDF Quotation Generation Time
40 Reps
Active Daily CRM Users
“

Our sales reps close deals twice as fast now. The WhatsApp auto-capture feature is a total game changer.

Rohan Mehta
VP Sales, OmniCorp
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