CRM Lead Management

Global Vertex Solutions (GVS) was losing qualified leads to a fragmented lead-management process. Leads lived in static spreadsheets, disconnected from the tools the team called and messaged them with, which isolated critical marketing data.

Call recordings, follow-up schedules and lead status were scattered across different platforms. This caused confusion between reps, dropped deals and an inability for leadership to enforce standard operating procedures across the floor.

Without a reliable record of each lead, sales managers couldn't accurately forecast revenue or grade call quality. They needed one place where every lead could be assigned, tracked and actioned, with its calls attached.

We built a bespoke CRM dashboard tailored to GVS's sales lifecycle, where leads are assigned to reps and every interaction with a lead is recorded on its profile.

We integrated the Aircall API for click-to-dial, automatic real-time call logging and automatic syncing of call recordings to the lead's profile card. Pipeline visuals let directors spot friction as it appears.

With calls logged automatically and every lead in one place, manual data-entry errors were eliminated. The deployment plugged the pipeline leaks, recovering what had been written off as "lost revenue" and lifting the floor's day-to-day efficiency.