SalesBoost Houston – Custom CRM System

Project Overview

SalesBoost Solutions, a Houston-based B2B sales consultancy with 15 account executives managing 200+ enterprise accounts, required a purpose-built CRM to replace their chaotic mix of Excel spreadsheets and sticky notes.

The Challenge

Lost deals from missed follow-ups, zero pipeline visibility for management, and manual reporting consuming 6 hours per week per rep were the critical pain points threatening the company's ability to scale.

Our Solution

We designed and delivered a CRM tailored to their exact sales process and workflow:

• Visual kanban pipeline with drag-and-drop deal stages and automated task triggers
• Email sequence automation with scheduling, open tracking, and A/B testing
• Two-way Outlook and Gmail sync for all client correspondence history
• Executive reporting dashboard with revenue forecasting and rep performance analytics
• Mobile-responsive interface for field sales reps updating deals on the go

Key Results

• Sales cycle duration reduced by 22% through better follow-up discipline and automation
• Revenue forecasting accuracy improved to 94% allowing confident resource planning
• Sales team productivity increased by 55% as admin time was eliminated
• Zero lead leakage — every prospect tracked from first touch to closed deal

Technologies Used

PHP 8, MySQL, Alpine.js, Chart.js, Mailgun, Gmail/Outlook OAuth2, REST API, AJAX