Enterprise
Enterprise CRM Platform
A custom CRM built for a B2B services company managing 12,000 accounts across 4 sales regions, replacing Salesforce with a purpose-built system tailored to their unique workflow.
94%
CRM adoption rate
$180K
Annual software cost saved
+28%
Deal close rate improvement
−33%
Sales cycle reduction
The Problem
The company was paying $180,000/year for Salesforce licenses but using only 15% of its features. The system didn't match their sales process. Adoption was 40%. Data was unreliable.
Our Solution
Mocklio built a purpose-built CRM that matched the client's exact sales workflow — from lead capture through contract signing — with AI-assisted lead scoring, pipeline forecasting, and deep integration with their ERP and email systems.
Key Features
Custom sales pipeline builder
Account and contact management
AI-assisted lead scoring
Email and calendar integration
Proposal and quote generation
Contract management with e-signature
Revenue forecasting dashboard
Custom reporting and exports
Technologies Used
Next.jsTypeScriptPostgreSQLPrismaOpenAI APISendGridDocuSign API