iBirds Software Services developed a custom CRM solution for DNR Technology to streamline multi-category lead management. The system was designed to handle diverse sales types, including Retail, Project, Channel, and Online, ensuring that all customer interactions and sales activities are tracked efficiently. This helped the client improve organization and reduce manual workload across teams.
The CRM also centralized customer data, providing a single source of truth for all client interactions. With real-time reporting and dashboards, management could monitor lead progress, sales performance, and team efficiency. Additionally, role-based access control ensured data security and proper permissions, allowing different team members to access only the information relevant to their responsibilities.
Technologies Used
Frontend: React.js
Backend: Node.js
Database: PostgreSQL
Deployment: AWS EC2
Manual Sales Process – Products and services were sold manually with no digital system for lead or sales tracking.
Delayed Payments – Absence of automated reminders or follow-ups caused payment delays.
No Visibility on Dues – No clear view of pending customer payments or upcoming due dates.
Scattered Data – Lack of centralized information made it difficult to track lead status and team performance.
Complex CRM Requirements – The system had to handle 15+ diverse categories, each with unique workflows.
No Real-Time Reporting – Missing live dashboards for decision-making and sales forecasting.
Centralized CRM System
- Combined all 15+ business categories into one platform.
- Helped the team manage leads, payments, and customer data from a single place.
Pan-India Presence
- Created a clear pipeline for Retail, Project, Channel, and Online sales.
- Added filters and views to track every lead from start to close.
Auto Reminders & Real-Time Dashboard
- Set up automatic alerts for follow-ups and payment dues.
- Built a live dashboard to show updates on leads, sales, and targets.
Secure Role-Based Access
- Gave each user access only to what they need for their work.
- Made team operations safe, clear, and easy to manage.
Outcomes & Impact
Faster Sales Tracking: Now the team can record and check all sales in one place, so no lead or deal gets missed.
Better Team Performance: Every team member knows their tasks, progress, and targets clearly, which helps them work faster and smarter together.
Clear Payment Records: The CRM shows all customer payments and pending dues in one view, making follow-ups easy and quick.
Time Saving: Automation reduces manual work like data entry and reminders, helping the team focus more on real sales work.
Future Ready: The CRM has a flexible design, so new features or changes can be added easily in the future.
