RefactorQ CRM
A purpose-built CRM that replaced spreadsheets and disconnected tools with one system for leads, customers, quotations, and team performance.
RefactorQ - We don't just write code, we craft the solution.
The Challenge
The client's sales organization was managing leads, customer data, follow-ups, and quotations across spreadsheets and a patchwork of disconnected tools.
There was no single source of truth, which made it difficult to track pipeline health, hold the sales team accountable, or report performance to leadership in real time.
Our Approach
We built a CRM around the way the sales team actually worked - lead intake through to quotation - rather than forcing a generic template onto their process.
Built lead capture and full lead-lifecycle management from first contact to close
Added sales pipeline, opportunity tracking, and quotation management in one workflow
Set up role-based access so managers and reps see exactly what they need
Automated notifications and follow-up reminders to keep deals moving
Centralized customer and activity data across sales and operations teams
Architecture & Workflow
System Flow
Lead Capture
Multi-Channel Intake
Pipeline & Opportunities
Deal Tracking
Quotation Engine
Proposal Management
Role-Based Access
Data Governance
Dashboards
Real-Time Reporting
Leads flow through a single pipeline into quotation and close, with role-based access controlling visibility and dashboards surfacing performance in real time.
Impact
Higher Conversion
Structured sales process improved lead-to-close rates.
Faster Follow-Ups
Automated reminders kept deals from going cold.
Real-Time Reporting
Live dashboards now drive management decisions.
AI-Led Software Development
Accelerate software delivery with governed developer copilots, automated test synthesis, and modern software development lifecycles.