Enterprise Unified Communication Platform
Our client, an enterprise with offices in several locations, was using separate tools for voice calls, video meetings, and team messaging, which made cross-office collaboration disjointed.
The primary challenge was building a unified platform that combined voice, video, and messaging in one system, while integrating with the enterprise’s existing directory and security requirements.
Employees were switching between multiple disconnected tools throughout the day, and IT had no single system to manage or secure.
Sales CRM & Lead Automation Platform
A CRM platform giving a sales team lead tracking, pipeline management, email automation, and sales analytics in one place.
Faster
Lead response time
Organized
Sales pipeline visibility
Automated
Follow-up sequences
Project Overview
A CRM platform built to give a growing sales team one place to track leads, manage the pipeline, and automate follow-up.
Challenge
Our client's sales team was tracking leads across spreadsheets and personal inboxes, with no shared view of where a deal stood or whose turn it was to follow up.
The primary challenge was building a CRM that gave reps a shared pipeline view, automated routine follow-up emails, and gave sales leadership real analytics instead of manually assembled reports.
Leads were falling through the cracks between reps, and follow-ups that should have gone out automatically were only happening when someone remembered to send them.
Technology Stack
React
Pipeline board and lead management interface.
Node.js
Backend managing leads, deals, and automations.
PostgreSQL
Stores contacts, deals, and activity history.
SendGrid
Sends automated email sequences to leads.
Redis
Queues follow-up jobs and caches pipeline views.
Analytics Engine
Powers live sales dashboards and reports.
REST APIs
Connects the CRM to email and calendar tools.
AWS Cloud
Infrastructure sized for a growing sales team.
Webhooks
Triggers automations on deal and stage changes.
Role-Based Access
Controls what reps and managers can see and edit.
Contact Management
Unified record per contact, company, and deal.
Calendar Sync
Syncs meetings and follow-up tasks per rep.
Solution
Zyber Zing designed and built a CRM platform that gives the sales team a shared pipeline, automated follow-up, and live analytics in one place.
Built with a React frontend and a Node.js and PostgreSQL backend, the platform tracks every lead, contact, and deal in a single system reps and managers both see.
SendGrid-powered email sequences follow up with leads automatically based on pipeline stage, queued through Redis so nothing is missed.
Sales leadership gets live analytics on pipeline health and rep performance, replacing reports that used to be assembled by hand.
Key Features
Lead Tracking
Every lead captured and tracked from first contact.
Pipeline Management
A shared board view of every deal and its stage.
Email Automation
Follow-up sequences triggered by pipeline stage.
Sales Analytics
Live dashboards on pipeline health and conversion.
Contact & Deal Records
One record per contact, company, and active deal.
Team Reporting
Manager visibility into rep activity and performance.
Results
Zyber Zing delivered a CRM that gave the sales team a shared pipeline and took manual follow-up work off their plate.
Lead Response
Automated first-touch emails go out immediately.
Sales Pipeline
Every deal's stage is visible to the whole team.
Follow-Ups
Routine emails no longer depend on a rep remembering.
Sales Reporting
Leadership sees pipeline health without manual reports.
Cloud Infrastructure
Platform scales as the sales team grows.
The platform gave the sales team one shared system for leads and deals, instead of spreadsheets and personal inboxes.
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