Use Case
This CRM solution is designed to efficiently manage and track the sales pipeline for high-ticket transactions. It helps sales teams schedule meetings with leads, create tasks for SDRs and sales executives, and monitor performance with a real-time dashboard that tracks goals and key metrics. With features like lead management, task automation, and progress tracking, this CRM enhances team coordination and ensures that every step of the sales process is handled with precision, ultimately improving conversion rates and driving high-value sales. Ideal for industries with long sales cycles and high-value deals. This project showcases Astra Studio’s ability to build custom internal tools for companies. Get in touch to build one that fits your business!
Main Features
Role-based permissions for different profiles: C-level, SDRs, and sales executives, ensuring secure access control
Kanban-style sales funnel per product to track deal progression visually
Schedule meetings directly with leads to streamline engagement
Create notes and tasks linked to specific deals for better follow-up and organization
Set and track goals for sales executives to ensure performance alignment
Dashboard with real-time metrics to monitor sales performance and track progress toward goals
Generate reports automatically from sales representatives’ performance and general metrics
