Nexus CRM - Sales Pipeline Platform
A custom CRM replacing a 12-tab spreadsheet - visual deal pipeline, automated follow-ups and live month-end forecasting for a 14-person sales team.
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The problem
A 14-person real estate brokerage ran its entire sales operation on shared spreadsheets and WhatsApp. Deals were lost to missed follow-ups, and answering "what closes this month?" took a two-hour manual audit that was outdated by the time it finished. Onboarding a new rep took three weeks, because every account's history lived in one person's inbox. Off-the-shelf CRMs were rejected twice: unjustifiable at 14 seats, and none could model the brokerage's commission-split rules without expensive custom development on top.
The solution
We built a CRM around their actual sales motion instead of forcing it into a generic template. Deals move through six configurable stages on a drag-and-drop board, each carrying a weighted value that feeds a live month-end forecast - replacing the manual audit entirely. Every contact has a unified timeline pulling in calls, emails and site-visit notes, so any rep can take over an account cold. Automation rules flag deals untouched for 14 days and notify both the owner and their manager. The commission-split engine - the exact reason off-the-shelf tools failed - calculates payouts per deal against configurable rules, with a monthly report finance exports directly. Role-based access separates Admin, Manager and Rep views, and a documented REST API pushes closed-deal data into their existing accounting software with no manual re-entry.
Key features
- ✓Drag-and-drop pipeline with weighted revenue forecasting
- ✓Unified contact timeline across calls, email and site visits
- ✓Automated stale-deal alerts after 14 days of inactivity
- ✓Configurable commission-split engine with monthly payout reports
- ✓Role-based access control for Admin, Manager and Rep
“We'd been quoted six figures to customise an existing CRM and still wouldn't have got our commission logic. iVisionCraft shipped exactly what we described in ten weeks, and the team was using it properly within a fortnight - which has never happened with software we've bought before.”
Rajesh MehtaSales Director, B2B Real Estate Brokerage“The hard part wasn't the pipeline - it was the commission engine. Splits changed by deal type, by seniority, and sometimes mid-deal when a second agent joined. We modelled it as versioned rule sets attached to each deal at close, so historical payouts stay accurate even after the rules change. That decision is why finance trusted the numbers from month one.”