NexalinxNexalinx
Web · case study

CRM Platform

B2B · sales ops

A pipeline-first CRM with contacts, deals, tasks and permissions — replacing a tangle of spreadsheets for a growing sales team.

+27%

close rate

ReactSpring BootPostgreSQL
CRM Platform
01ClientWho are they?02ChallengeWhat was going wrong?03SolutionWhat Nexalinx did
Client

Who are they?

A B2B company whose sales team had outgrown the spreadsheets holding its pipeline together.

Industry
B2B services
Team
Growing sales org
Stage
SME digitising
Challenge

What was going wrong?

Leads and deals lived in a sprawl of spreadsheets that only one person fully understood. Nobody could see the pipeline, and nothing stopped two reps working the same account.

  • Pipeline scattered across spreadsheets with no single view

  • No permissions — everyone could see and break everything

  • Reporting was manual, late and never quite trusted

Nexalinx solution

What Nexalinx did about it

We built a pipeline-first CRM shaped around how the team actually sells, and migrated the spreadsheet history into it cleanly.

  1. 01

    Pipeline & records

    Contacts, deals and tasks in a fast interface, with the pipeline visible to everyone who needs it.

  2. 02

    Role-based access

    Granular permissions so reps, managers and admins each see exactly what they should.

  3. 03

    Clean data migration

    Fifty thousand records moved out of spreadsheets and into a structured database with no loss.

The outcome

What the work produced

+27%

deal close rate

50k

records migrated

Role-based

access control

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