SaaS CRM Engine
A growing B2B SaaS company was outgrowing their off-the-shelf CRM. They needed custom workflows, better reporting, and the ability to handle millions of records without performance degradation. They also needed real-time collaboration features so sales teams could work together seamlessly.
At a glance
- Category: Enterprise Laravel
- Year: 2024
- Client: B2B SaaS Company
01 / Business Challenge
- Existing CRM couldn't handle more than 2 million records without slowing down.
- Custom workflows required expensive add-ons and still didn't fit their process.
- Sales teams in different time zones couldn't see real-time updates.
- Reporting was limited and couldn't generate custom analytics.
- API limitations prevented integration with their marketing automation platform.
02 / Our Approach
How we executed this engagement in practice. The phases below describe the delivery rhythm we use across ServiceNow, custom engineering, and mobile programs.
We built a custom Laravel-based CRM from the ground up, designed for scale from day one. We used PostgreSQL with proper indexing and query optimization. We implemented Laravel's queue system for background processing and built a real-time sync system using WebSockets. The architecture follows microservices principles for future scalability.
Phase 01
Discovery & alignment
Workshops, process and systems review, success metrics, and scope clarity.
Phase 02
Design & planning
Architecture, experience and workflow design, risks, and a concrete delivery plan.
Phase 03
Build & validation
Implementation, integration, testing, demos, and refinements with your teams.
Phase 04
Go-live & enablement
Controlled rollout, training and documentation, handover, and post-launch tuning.
- Built custom CRM with Laravel backend and React frontend.
- Optimized database with proper indexing handling 10M+ records.
- Implemented real-time sync using Laravel Echo and WebSockets.
- Created custom workflow engine allowing drag-and-drop process builder.
- Built advanced analytics dashboard with custom report builder.
- Developed RESTful API for third-party integrations.
- Implemented role-based access control with granular permissions.
Business Impact at a Glance
System handles 10 million records with sub-second query times.
Real-time sync reduced data conflicts by 90%.
Sales team productivity increased by 35% with better workflows.
Custom reports saved 15 hours per week of manual data analysis.
99.99% uptime achieved with proper error handling and monitoring.
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