Sales & CRM
North Coast CRM
Lightweight CRM for small sales teams — contacts, deal tracking, and follow-up task management.
Prep time
-44%
Faster context gathering before calls.
Follow-through
+29%
More next actions completed on schedule.
Renewal risk
Earlier
At-risk accounts flagged with lead time.
Project context
Built for real operational constraints
Team members needed one place to understand account history before calls and visits.
Customer interactions were fragmented across inboxes, notes, and personal spreadsheets.
Client profile
Service business needing structured account and contact timelines.
Delivery timeline
5 weeks including data migration and training.
Stack
Screen walkthrough
The workflow from overview to outcomes
Each image represents a specific step in the operational flow. This keeps the case study visual, concrete, and decision-focused.
Overview
Account overview
Top accounts and status indicators in one view.
Workflow
Relationship workflow
Timeline and activity stream for active relationships.
Outcomes
Retention outcomes
Health and renewal trends for account planning.
The challenge
Customer interactions were fragmented across inboxes, notes, and personal spreadsheets.
The approach
We built a CRM workspace centered on account timelines, contact context, and next-step execution.
Implementation details
- Consolidated contact, account, and activity entities in one schema.
- Created timeline-first UI for quick meeting prep.
- Added account health and renewal status indicators.
Business outcomes
- No deal falls through the cracks
- Team sees activity without daily standups
- Follow-ups happen on schedule
Mendocino County
39°18′N · 123°24′W
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