Sales CRM rolled out to a distributed team
A CRM the sales team actually opens every morning
/ Overview
The client was paying per-seat for a CRM their team barely used and could not modify. We deployed a self-hosted alternative, restructured the pipeline around how they actually sell, migrated three years of history, and trained the team on it.
Discuss a build like this/ Project Details
Project: Sales CRM rolled out to a distributed team
Client: Under NDA — reference available on request
Industry: B2B sales & SaaS
Engagement: Deployment & customisation engagement
Built on: Sales SaaS (business sales CRM) by WorkDo, licensed via CodeCanyon
/ Challenge
Most CRM rollouts fail on adoption, not on software. The previous tool had been configured around a sales process the team had abandoned two years earlier. Getting the data across without losing history was the visible problem; getting people to log activity was the real one.
/ Provided Services
Configuration & customisation
Pipeline stages, custom fields, lead sources, quotation templates and role permissions rebuilt around the client's real sales motion — not the platform's defaults.
Data migration
Three years of contacts, deals, notes and attachments migrated from the previous system with a reconciliation report, so nothing silently disappeared in transit.
Rollout & enablement
Staged rollout by team, two live training sessions, a short written guide, and a fortnight of hands-on support while habits settled.
/ Solution
We spent the first week sitting with the sales team rather than configuring anything, then rebuilt the pipeline stages around the process they genuinely follow. Deployment on the client's own infrastructure removed per-seat pricing entirely, which meant they could finally give access to everyone who needed it.
/ Tech stack
Laravel
The platform runs on Laravel, which made the custom field logic and permission changes straightforward to extend without forking the codebase.
MySQL
Self-hosted on the client's infrastructure with automated nightly backups and a tested restore procedure — data ownership was a core requirement.
REST integrations
Connected to the client's existing email, calendar and invoicing tools so reps enter information once rather than three times.
/ Client's Feedback
We had been quoted a six-figure custom build for something we did not need. They deployed a proven platform, configured it properly around how we sell, and we own the whole thing.
Daniel Osei
Head of Product at Fieldstack
