The challenge
Leads arrived by email, phone and the website, and lived in spreadsheets. Nobody could see at a glance which deals were open, which projects were won or who was working on what. HR processes were just as manual.
The objective
Give the sales team one secure place to track every lead from enquiry to won project, notify the right people automatically, and bring HR processes into a single portal.
Our strategy
We mapped the firm’s real sales process first: lead sources, status changes, project stages and the reports leadership wanted. Then we designed simple screens around that process and built the system in phases, so the team could start using it early.
What we did
The CRM includes a dashboard with date filters, a pipeline view, won projects with delivery stages, remarks on every lead, team assignment, email notifications to owners and managers, and Excel downloads. The HR suite added roles for HR, payroll, managers, recruiters and employees, with attendance, leave and self-service.
The results
The team now works from one dashboard instead of scattered sheets, and leadership can download any period’s results in seconds. The work became the foundation of two TekAsist products: TekAsist Sales CRM and the TekAsist HRMS Portal.
Before and after
Before
Leads and follow-ups tracked in spreadsheets and inboxes.
No single view of the pipeline or won projects.
After
One secure CRM with pipeline, follow-ups, won projects and Excel reports.
A multi-role HR portal for the whole team.
Technology used
- PHP & MySQL
- cPanel hosting
- Excel exports
- Email notifications
