Lead Management SaaS
Multi-tenant CRM with role-based access control and workflow automation for sales teams. Reusable modules for lead capture, assignment, and reporting.
01 — Problem
What was in the way.
Sales teams were doing routing, ownership, and reporting by hand across spreadsheets — slow, error-prone, and impossible to audit.
02 — Approach
How it was built.
- 01Multi-tenant data model with strict RBAC so each customer org is isolated end-to-end.
- 02Rule-based assignment engine for lead routing, with overrides per team.
- 03Reusable module library for capture, assignment, and reporting so new tenants come online quickly.
03 — Impact
What changed afterwards.
- Manual lead routing and reporting steps were largely eliminated.
- Onboarding a new tenant became a configuration task, not an engineering task.