We recently completed a CRM build for a client in Australia. They came to us with spreadsheets, a disconnected email trail, and a sales team that had no single place to see what was actually in the pipeline. We delivered a system that gave them pipeline visibility, forecasting, activity tracking across the team, and lead source attribution — all in one place.
The dashboard below is the kind of view their sales leadership now opens every morning. Revenue performance tracked against forecast and target, a live pipeline funnel by stage, Q2 forecast attainment, and a deal velocity metric that tells them how fast opportunities are moving through the cycle.
The deal list gives the team a ranked view of what's closing this month, sorted by probability times value. Every active deal shows its stage, close date, and health indicator. The sales manager can see where attention is needed without pulling a report or asking around.
On the analytics side, the system tracks lead sources by revenue contribution, retention cohorts by week, and conversation health — calls, emails, and meetings logged per rep. The retention cohort view in particular was something the client had not been able to see before. They now know exactly which acquisition cohorts are churning and when.
The project had the usual shape: requirements that evolved during the build, a timeline that shifted on the client side midway through, a few weeks of holding pattern while upstream decisions got made. We kept the codebase clean and picked back up without drama when the green light came.
When the client signed off on the final delivery, this is the message we received:
No edits. Exactly as sent.
The part we noticed most: "thanks for your patience with us." The client named the delay, acknowledged it was on their side, and chose to say so directly. That kind of candour makes for a cleaner relationship than pretending the bumps did not happen.
The CRM is now going into production integration with their broader platform over the coming months. We are staying on for that phase.
If you are evaluating a similar build — a CRM that needs to fit cleanly into an existing platform rather than stand alone — the contact page is the right place to start.
