DRIVATIC — Driven Analytics

CRM

A CRM built around the way your sales team actually works.

Custom CRM · B2B Sales Business

Most CRM platforms force businesses into a fixed process.

This CRM was designed around the business’s own lead flow, follow-ups, stages, users and reporting requirements.

Industry
Multi-industry · B2B Sales Business
Solution type
Custom CRM web application
Platform
Web
Key modules
Leads, Pipeline, Follow-ups, Reporting

The problem

The business needed a better way to manage:

  • Leads
  • Customer information
  • Sales stages
  • Follow-ups
  • Responsibilities
  • Pipeline visibility
  • Reporting

Standard CRM platforms either included too much unnecessary functionality or required the business to change its process.

What Drivatic built

A custom CRM web application that mirrors the actual sales workflow — the same stages, hand-offs and follow-up rhythm the team already uses, with reporting built around the questions management asks.

Key features

01

Lead capture

02

Customer records

03

Sales pipeline

04

Configurable pipeline stages

05

Follow-up reminders

06

User assignments

07

Notes and activity history

08

Sales dashboards

09

Lead status tracking

10

Opportunity tracking

11

Reporting

12

Permissions

Screenshots

Click any screen to enlarge.

CRM overview dashboard
Sales pipeline
Lead detail page
Customer profile
Sales reporting

Outcome

  • A central place for the sales team to manage opportunities, customers and follow-ups without adapting the business around generic CRM software.

Your sales process is different.Your CRM should be too.

What would you build for your business?

Show us the process, spreadsheet or system that is slowing you down.

We’ll show you what it could look like as a custom business app.

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