CRM · Case studyCRM & Workflow Automation
A focused CRM that turns leads, conversations and follow-ups into a single repeatable sales workflow.
A clearer experience for a real business problem.
The sales team tracked leads across spreadsheets and a shared inbox, which made it hard to know which deals needed attention and easy for follow-ups to slip through the cracks.
- Give reps a single, reliable view of every deal
- Make the next action on any deal obvious at a glance
- Automate repetitive follow-up reminders
- Report on pipeline health without manual spreadsheet work
Research, design and engineering in one delivery path.
What SARWADA built.
We built a visual, stage-based pipeline with drag-and-drop deals, automatic follow-up reminders, and a unified timeline of every call, email and note tied to a contact — replacing spreadsheets with one reliable system.
Everything the product needed — nothing it didn't.
Drag-and-drop deals across configurable stages.
Every call, email and note in one place.
Follow-up nudges based on deal activity.
Prioritize leads based on engagement signals.
Send and log emails without leaving the CRM.
Forecast and conversion reporting by stage.
Assign and track follow-up tasks per deal.
Team, manager and admin permission levels.
Built with a focused, production-grade stack.
Outcomes from the finished product.
Every deal and its status visible in one view.
Reminders triggered automatically by activity.
Pipeline health available without spreadsheets.
Reps always know what to do next on a deal.
Have a product or workflow that needs a better digital experience?
Share the idea with SARWADA and we'll help turn the requirements into a practical product direction.