Case Study

Block Diagram CRM

Multi-tenant CRM system with visual block diagram editor for sales opportunity tracking

3 Days Create to Deploy

Multi-Tenant Architecture

PDF Export Automated Reports

The Challenge

Our sales team at a 10 person electronic component sales organization needed a better way to track customer opportunities across 20+ manufacturers they represent. Traditional CRM systems didn't capture the complexity of how our customers buy—they needed a visual way to map out entire projects with multiple product components.

The existing process involved:

Excel spreadsheets that got out of sync between salespeople
No visual representation of how products connected in customer solutions
Difficult to spot cross-selling opportunities across manufacturers
Manual PDF creation for sharing opportunities with management

Key Requirement: Sales engineers needed to visually diagram customer projects using block diagrams, making it easy to see which manufacturers' products were included and identify gaps where we could provide additional solutions.

The Solution

Built a custom CRM with an integrated block diagram editor that allows sales engineers to visually map customer projects. Each block represents a product or component, and connections show how they integrate together.

Key Features:

Visual Block Diagram Editor: Drag-and-drop interface to create project diagrams
Multi-Tenant Architecture: Secure separation between different sales teams and manufacturers
Automated PDF Generation: One-click export of opportunities as professional PDF reports using ReportLab
Cross-Manufacturer Intelligence: System highlights opportunities to include products from multiple manufacturers we represent
Real-Time Collaboration: Multiple team members can view and edit opportunities simultaneously
Mobile Responsive: Works on tablets during customer meetings

The system was built using modern web technologies with AI-assisted development to compress the timeline from months to days.

Results & Impact

The Block Diagram CRM transformed how our sales team tracks and communicates opportunities:

Faster Opportunity Creation: What used to take 30+ minutes in Excel now takes 5 minutes with the visual editor
Better Cross-Selling: Visual diagrams make it obvious where additional products could fit, increasing average deal size
Professional Reporting: Automated PDF generation creates consistent, branded reports for customers and management
Team Alignment: Everyone sees the same real-time data, eliminating version control issues
3-Day Deployment: From concept to production in a single week, not the 3-6 months a traditional dev team would quote

Adoption: The entire sales team adopted the system within one week of launch. No formal training needed—the interface was intuitive enough that people just started using it.

Need a Custom Integration Tool?

We specialize in building workflow tools that eliminate repetitive tasks. If your team is wasting time on manual processes, we can automate it in days.

Let's Talk About Your Project

Block Diagram CRM

The Challenge

The Solution

Results & Impact

Technology Stack

Need a Custom Integration Tool?

More Case Studies

Meeting Timeslot Finder

View All Projects