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Wholesale / distribution
Unified CRM: One Pipeline, Cleaner Handoffs
Sample project — B2B distributor
Problem
Sales used one CRM, operations used another, and finance exported CSVs every Friday. Forecasts were always stale.
Our approach
We implemented a unified pipeline with role-based views, ERP sync, and automated stage transitions based on real events.
Tech used
Laravel
Vue
MySQL
REST integrations
Docker
AWS