When Real-World Sales Challenges Need Real-Time Solutions
In a world driven by instant information, many companies are still struggling to manage the basics of their customer relationships, sales visits, marketing efforts,
and business analytics. One such client approached Infipre IT Services OPC Pvt Ltd with a set of pressing issues that were hindering their operational transparency and sales team productivity.
The client’s problem wasn’t a lack of salespeople, leads, or even marketing activity.
It was the lack of real-time visibility into those efforts. Their current process delayed critical data, affected reimbursements, and introduced ambiguity into sales performance tracking.
The client asked for a simple yet powerful solution—and we delivered a custom-built, fully functional CRM in just 3 days. Here’s how we did it.
Client’s Key Challenges
Let’s understand the six specific challenges faced by the client, which prompted the urgent CRM development request:
- Sales Team Accountability:
“I have a sales team who visit customer locations, but I am not able to understand whether they really visit those places.”
Sales teams were logging visits on spreadsheets or reports after the fact, without any means to validate their actual physical visits. This created a trust gap and lack of oversight.
- Travel Reimbursement Accuracy:
“I am not able to find out whether they are reimbursing the correct amount based on their travel. I need exact travel distance.”
Reimbursement claims were mostly self-declared, leading to inconsistencies and potential misuse. The client needed a way to track actual travel distance for accurate reimbursements.
- Call Activity Visibility:
“I am not able to get real-time data on the calls made by our marketing team.”
There was no system to monitor or analyze how often and effectively the marketing team was connecting with potential leads. They needed real-time call logs to evaluate productivity.
- Delayed Lead Information:
“I get the leads and inquiries info next day or later. I need real-time info.”
Every minute matters in lead conversion. Receiving leads a day late led to missed opportunities and slower sales cycles. Real-time lead capture and notification was critical.
- Live Location Updates:
“I want to see real-time locations based on the last visited customer or location.”
The client wanted a live feed of where their salesforce was, and which clients had been visited recently—allowing managers to make informed decisions on the fly.
- Sales Insights by Region and Representative:
“I want to check which region, via which salesperson, we are generating the most business revenue.”
Revenue attribution was unclear. Managers couldn’t tell which team member or region was performing well. A dashboard with region- and user-wise performance insights was required.
Infipre’s Response: CRM Built in Just 3 Days
At Infipre, we thrive on solving complex problems with custom development. The urgency and clarity of the client's needs helped us focus on creating a tailored CRM platform that was:
- Fast to deploy
- Easy to use
- Fully customizable
- Robust and scalable
We broke down the development into modular phases, allowing us to prioritize the most urgent features and roll out a working system within just three days.
Core Modules Developed in the 3-Day CRM
Our solution included several powerful modules. Here’s a closer look at each:
1. User and Access Management
A flexible access control system allowed the client to define user roles and permissions. Whether it was a manager, a field salesperson,
or a marketing executive, every user had restricted access to only the modules they needed.
Features:
- Role-based access control
- Admin panel to create/edit users
- Password and authentication management
- User activity log
2. Customer Management Module
The heart of the CRM, this module kept records of all customers and allowed the team to:
- Add new customers on the go
- Assign customers to salespeople
- Store contact details, address, business type, etc.
It also supported customer tagging by priority or status (e.g., hot lead, follow-up, closed, etc.).
3. Leads and Inquiry Tracking Module
Leads were now captured in real time through:
- Manual entry by team members
- Integrated lead forms via API
- Mobile-based form entries with location tagging
Leads were instantly visible on the dashboard, ensuring no opportunity was ever delayed.
4. Visit Management Module
This module used GPS tagging and time stamping to log field visits:
- Start and end time of the visit
- Location check-in and check-out
- Distance traveled
- Notes from the visit
Managers could now verify whether visits were actually taking place and cross-check mileage claims.
5. Travel and Reimbursement Log
We implemented automatic distance tracking using Google Maps API:
- Calculate kilometers between visited clients
- Compare actual route with claimed amount
- Generate reimbursement reports with a click
This module significantly reduced disputes around travel claims and introduced transparency in expenses.
6. Call Log Management
Calls made through the app or manually logged were now tracked with:
- Date and time of call
- Duration
- Call type (inbound/outbound)
- Lead/customer status update after call
This real-time tracking helped managers monitor marketing team efforts effectively.
7. Email and Marketing Tools
We added a simple but effective email marketing interface that allowed:
- Email templates
- One-click send to selected leads or customers
- Status tracking (sent, opened, clicked)
This ensured prompt communication with potential leads and existing customers.
8. Live Dashboard and Analytics
The real-time dashboard became the client's favorite feature. It offered:
- Active location of all field agents
- Number of visits completed per day
- Calls made by the marketing team
- Region-wise and salesperson-wise revenue reports
- Performance indicators
Everything the client had been managing manually was now visible instantly in a single pane.
Custom Development: The Infipre Advantage
What made this CRM exceptional wasn’t just the speed—it was the custom fit. We built the CRM specifically around the client's business flow. No bloated features. No confusing options. Just a simple, powerful, and effective system.
Why Choose Infipre for CRM or Any Custom Development?
nfipre IT Services Pvt Ltd stands for speed, innovation, and reliability. We specialize in rapid development of business-critical applications, without compromising on quality or scalability.
Here’s what sets us apart:
- Rapid delivery
Our team delivered a working CRM in just 3 days
- Domain understanding
We translated real business problems into tech solutions
- Modular design
Add or remove features as per your needs
- Scalable architecture
Built to grow with your business
- Mobile & Web Ready
Field agents can use the app on the go
- Affordable packages
Without heavy subscription or licensing fees
If you’ve been struggling with sales team visibility, delayed information, or generic CRMs that don’t fit your process—Infipre is the right partner.
Client Outcome: Control, Clarity, Confidence
With the CRM in place, the client gained:
- Full visibility into field and marketing activity
- Accurate, automated travel reimbursements
- Faster response to leads
- Region-wise revenue attribution
- A confident, data-driven management approach
What once took days to understand is now available at a glance on the dashboard.
Scalability and Future Plans
Our CRM is not a one-size-fits-all solution. It’s built to be:
- Extended with new modules like quotation generation, inventory tracking, payment collection, etc.
- Integrated with existing tools like Tally, WhatsApp, SMS APIs, payment gateways, and more
- Branded with your company name and domain
Whether you are a startup, SME, or large enterprise—our CRM evolves with you.
Conclusion :From Problem to Platform in 72 Hours
This project is a testament to what is possible when technology meets business understanding. The client needed a fast, efficient, and tailor-made solution—and Infipre delivered it in 3 days.
Are you still waiting weeks or months for a CRM vendor to understand your needs? Or stuck with generic systems that don’t reflect your business?
👉Let Infipre transform your business workflows with custom-built tools that work for YOU.
Get Started with Infipre Today
We’d love to build something amazing for you.
- 📩 Reach out at [email protected]
- 🌐 Visit us at www.infi-pre.com