Custom CRM that unified sales, support, and compliance across 12 countries.
Challenge: Acme Finance relied on spreadsheets and a legacy Salesforce instance that hadn't been updated in seven years. Sales data was siloed by region, support tickets lived in a separate system, and compliance reporting required two full-time analysts to stitch reports together manually every month. Lead response time averaged 47 hours, and deal visibility for leadership was limited to quarterly email summaries.
Solution: We built a custom CRM with lead automation, role-based access, and API integrations to their existing tools. The system unified sales pipelines, support tickets, and compliance logs into a single interface with real-time dashboards per region. Automated lead scoring and routing cut response time from hours to minutes. Role-based access ensured compliance teams saw audit trails while sales saw pipeline data — on the same platform, from the same codebase.
47hr → 4min
Lead response time
+34%
Revenue uplift
2wk → 2hr
Compliance reporting
96%
User adoption
12
Countries deployed
8
API integrations
