A multi-tenant CRM that turned manual lead chaos into automated revenue.
48%
Faster response
31%
More conversions
3 mo
To launch
0
Manual reports
FlowDesk needed to replace fragile spreadsheets with a real sales platform. We designed and shipped a multi-tenant CRM with pipelines, automations, and role-based access — built for fast onboarding and predictable scaling.
The challenge
FlowDesk's sales team was managing leads across multiple spreadsheets and inboxes. Follow-ups were missed, attribution was guesswork, and onboarding new reps took weeks. Reporting required manual exports and there was no single source of truth for pipeline health.
Our solution
XubrTech built a multi-tenant CRM with sales pipelines, task automation, role-based dashboards, and a clean activity timeline. We integrated email, calendar, and Slack so reps lived inside one workflow — not five.
The outcome
Within 3 months, lead response time improved by 48% and monthly conversions jumped 31%. The team eliminated manual reporting entirely and onboarded new reps in days, not weeks.
A senior team, predictable cadence, and decisions made in the open.
01
Two weeks of stakeholder interviews and pipeline mapping to lock scope and KPIs.
02
Multi-tenant data model, role permissions, and a clean Figma system aligned with the brand.
03
Weekly demos, real user testing with sales reps, and tight feedback loops.
04
Phased rollout with training, observability, and a 30-day stabilisation window.
Modern, proven, and chosen for long-term maintainability.
Frontend
Backend
Infra & tools
“XubrTech turned our idea into a polished SaaS product in under 12 weeks. Their communication and speed were exceptional.”
Sara Mitchell
Founder, FlowDesk
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