Sales
Custom sales CRM
Opportunities, follow-ups and decisions are scattered across spreadsheets, inboxes and individual notes.
Salespeople manually update their rows. The manager consolidates the data before each review and rebuilds the pipeline.
A single space to track accounts, contacts, opportunities, next actions and pipeline views based on the team's actual process.
Problem
Opportunities, follow-ups and decisions are scattered across spreadsheets, inboxes and individual notes.
Salespeople manually update their rows. The manager consolidates the data before each review and rebuilds the pipeline.
Scoping
- Persona
- Sales management and sales teams
- Function
- Sales
- Industry
- B2B and services
- Value sought
- Reduce re-entry and make the pipeline clear without imposing an oversized CRM.
The tool
A single space to track accounts, contacts, opportunities, next actions and pipeline views based on the team's actual process.
- Accounts and contacts database
- Configurable pipeline
- Tasks and follow-ups
- Management views
- Controlled exports
Decisions
Reduce re-entry and make the pipeline clear without imposing an oversized CRM.
What it delivers
Lovable makes it possible to make this workflow visible and testable quickly: business interfaces, application logic, structured data and targeted connections can all evolve within the same work cycle.
- Calendar
- Automation tools
Access rules, data quality, migrations and integrations need to be scoped before building.
Describe your problem.
Your role. Your business problem. Your current workflow.
Working remotely across France, Belgium, Switzerland, Luxembourg, Quebec, North Africa and West Africa, in French, English and Arabic.
me@karimmesloub.com