Custom CRM for Lead & Client Management

📍 Client Overview

MasterSys is a growing organization offering specialized services in training and consulting. As they scaled, the need for a centralized CRM system became critical to manage increasing leads, clients, communication, and internal workflows.

🚧 The Challenge

MasterSys was juggling multiple spreadsheets, email threads, and manual tracking to manage clients and prospects. This led to:

• Missed follow-ups and delayed responses
• No visibility over the client lifecycle
• Scattered communication with no central history
• Difficulty managing multiple team roles and responsibilities

They needed a custom CRM system that matched their workflow and gave them clarity, control, and scale — without the clutter of generic CRMs.

💡 Our Solution

Alephorax built a tailored CRM platform from the ground up — designed specifically around how MasterSys handles leads, client relationships, and service operations.

🔧 Key Features

👥 Lead & Client Management

• Add, update, and assign leads to team members
• Track lead status, priority, source, and activity log

📞 Communication Log

• Centralized notes, calls, emails, and meeting records per client
• Timeline view for easy history access

📊 Dashboard & Reporting

• Real-time performance metrics
• Conversion tracking and stage-wise lead reports

🧩 Role-Based Access

• Admin, sales team, and support users with custom dashboards
• Permissions tailored to job function

📤 Task & Follow-up Reminders

• Set tasks and auto-reminders for upcoming follow-ups
• Daily to-do views for each team member

🛠️ Tech Stack

• Backend: Laravel + MySQL
• Frontend: Vue.js + Bootstrap
• Deployment: Cloud hosting with SSL and admin control