How AI Can Help Your Business Grow
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Years in Business
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Years in Business
Projects Delivered
Client Relationships
Countries Served
Assisting brands to make a digital impact.
Assisting brands to make a digital impact.
Assisting brands to make a digital impact.
Assisting brands to make a digital impact.
Assisting brands to make a digital impact.
Nextwebi developed a comprehensive custom CRM platform (web + mobile app) for a leading IT services and resource outsourcing company. The client provides end-to-end digital transformation solutions and IT staffing to businesses globally. With a high volume of inbound inquiries from multiple channels, they needed a unified system to manage leads, prospects, and customers efficiently.
IT Industry
CRM Web & Mobile App
CamsData
2 Months
The client faced difficulties in handling leads coming from diverse sources such as phone calls, emails, social media, landing pages, cloud telephony, and websites. Key issues included:
Risk of missing or dropping leads due to fragmented tracking.
Lack of centralized follow-up history and communication records.
Difficulty in assigning leads to sales agents and monitoring progress.
Need for seamless multi-channel communication (calls, WhatsApp, SMS, email).
Limited visibility and reporting for management.
Nextwebi built a powerful, role-based Custom CRM available as both a responsive web application and a mobile app. The platform centralizes all lead-related activities, automates follow-ups, and improves conversion rates through better organization and real-time tracking.
Role-based login and access control.
Centralized lead capture from calls, emails, WhatsApp, social media, and web forms.
Lead details, quality scoring, stages (Lead → Prospect → Opportunity → Customer), and custom fields.
Lead assignment to sales agents.
Integrated calendar for scheduling follow-ups with push notifications and reminders.
Notes, comments, conversation history, and attachments for each lead.
Direct communication tools: calls, WhatsApp, SMS, and email from within the app.
This customized CRM project showcases Nextwebi’s expertise in building practical, multi-platform solutions for IT services companies. The application has transformed the client’s lead management process, resulting in better efficiency, higher productivity, and improved customer engagement.
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