Development
SMB revenue team replaces per-seat CRM in eight weeks
A 40-person US B2B team retired a bloated CRM contract and moved to a custom system aligned to their sales stages.
$110k
License saved / yr
−12%
Deal cycle
4 wk
Time to first release
Challenge
The team had drifted onto a per-seat CRM that no longer matched their pipeline. Every stage change required a paid configurator; reporting was locked behind an enterprise tier.
Solution
A custom CRM replicated the actual sales stages, integrated with billing and marketing, and shipped role-based access. Migration ran under change control.
Stack
- Next.js
- Postgres
- Prisma
- Stripe
- Segment