endorsedOngoing

SaaS Sales CRM for IT Services Company

Services Covered:

Custom Software Development • Software Product Development • Website Development

Industry

Information Technology

Duration

67 months

Budget

10K - 49K

Start Date

1 January 2021

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

78/100

Good

Project Capability Score (PCS) estimates how capable ATeam Soft Solutions is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Inovace Digital

India

Project Summary

An IT service company partnered with aTeam Soft Solutions to develop a SaaS-based Sales CRM to streamline business operations, improve sales efficiency, and automate tasks. The vendor understood requirements quickly, communicated frequently, delivered on schedule through milestone releases, and accepted out-of-scope requests during the ongoing engagement.

Key Challenges

Streamline business operations and the sales process
Centralize customer information and interaction logs
Automate repetitive sales tasks
Improve sales team efficiency and customer communication

Project Deliverables

Cloud-based SaaS Sales CRM
Centralized customer database
Interaction logging and activity tracking
Task automation features

Project Solution

aTeam Soft built a cloud-based SaaS CRM that centralizes customer information, logs interactions, provides activity visibility for managers, and automates routine sales tasks. They delivered the system using React.js and Node.js with AWS Lambda, and executed work via milestone-based releases with QA, demos, and client testing. A dedicated team of six worked on the project.

Project Outcome

Milestone-based delivery with QA and demos enabled client testing and milestone sign-off
Client retained ownership of code and IP and validated each release before payment
Vendor demonstrated quick understanding of requirements and consistent, near-daily communication, accepting out-of-scope requests without issue

Platforms

SaaS

Tech Stack

React.js
Node.js
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The company appreciated how quickly the vendor understood the requirements and delivered the needed solutions. The vendor's communication was quick and regularly kept the company updated on the project's status. They were even willing to do things that weren't in the original project scope.”
Pradeep Sankar
CEO
Date: 12/05/2021