All-in-one SaaS CRM Platform for B2B Sales Workflows Optimization

Nailing lead generation with an elegant & intuitive business tool

Client

An American high-tech company providing B2B services around the globe, with a focus on BI, InsurTech, FinTech, and eCommerce.

Business goal

With their business increasingly extending and covering new domains, the client was planning on working a BI makeover within their facilities. Handling customer growth was job one — the client didn’t want anything slipping through the existing infrastructure inefficiencies.

To prevent getting the lead generation process out of their hands, the client put their mind to obtaining a full-blown yet nimble CRM system for sales managers. The solution was meant to be a universally applicable SaaS, easily deployable into any B2B company ecosystem, with customizable settings and integrations.

In view of AIS Novations’ massive expertise within the signature tech domains in question, the team appeared to be born to the job.

Solution

AIS Novations developed a CRM platform aimed at automating and streamlining sales departments’ workflows. The system is integrated with Upwork, the world’s largest job portal. To optimize sales processes, the tool enables users to conveniently communicate with leads while managing their statuses — from “overdue” to “in progress”, “closed” or “planned for the future”.

Smoothly navigable, the service helps manage all the data around project negotiation and keep it easily accessible right at the fingertips. Users are free to choose their tasks planning settings through either board or calendar view.

Capabilities

Lead status control
Lead tables export
Project & customer data management
Tasks governance
Multi-user chat rooms generation
Communication history logging
Negotiations updating
Stats reporting & visualization

Features in the spotlight

Integration with Upwork
7 languages support
Lead filtering by industry, tech, payment method, etc.
Adaptive design

Work done

Business analysis
Software requirements specification
Upwork filters-enabled data accumulation
Business logic development
Solution UI/UX design

Major solution modules

Administrator

Allows registering users and managing all tasks

Lead generator

Handles projects below the lead status

Head of sales

Enables access to company’s projects

Sales manager

Operates with projects having the lead status

Challenge

As a solution to lead filtering restrictions of the integrated Upwork service, the team introduced a custom module scaling the platform’s capabilities. The advanced time-efficient filters facilitate lead search, enabling users to apply tens of parameters and narrow it down with minimized effort.

AIS Team

3Software Developers

1Quality Assurance Engineer

1Project Manager

1UI/UX Designer

Customer location: USA

Project duration: 1+ year

Tech stack

Angular
Electron.js
Jira API

MongoDB
Node.js
PostgreSQL

React
Telerik (KendoUI)
Upwork API

Results

From the ground up, AIS Novations developed and released the fully-functioning solution with perfect timing. Given the products’ excellent performance, the client decided to get the most from its potential. AIS Novations team is still aboard, upgrading the platform’s capabilities for the client to be able to launch a branded operational version for sale.