How Naksh Technology Automated a 40-Member Sales Team with Pre-CRM

Transforming messy spreadsheets and repeated client calls into a streamlined, automated, high-performance sales system.

The Challenge

Naksh Technology managed leads and follow-ups using individual Excel sheets for each of their 40 sales representatives.

This created major operational problems:

Multiple team members calling the same client
Huge time lost on manual follow-ups
No visibility of call history or status
Excel uploads full of duplicate inquiries
No accountability or role management
Team leaders unable to track performance

This led to poor customer experience, confusion, and revenue leakage.

The Solution — Custom Pre-CRM by Neptune Technolab

Neptune Technolab designed a centralized Pre-CRM platform that brought clarity, automation, and control to their sales ecosystem.

1. Unified Lead Management

All leads stored in a single platform
No more independent spreadsheets

2. Smart Duplicate Detection

Admin uploads Excel files
System automatically identifies duplicates
Merges or flags repeated leads

3. Single Sales Owner Per Lead

Each prospect assigned to one representative
Prevents duplicate calls
Builds better customer trust

4. Automated Follow-Up Workflows

Standardized 90-day follow-up cycle
Automatic reminders
No missed calls or lag time

5. Role-Based Multi-User Access

40 users with different roles:

Sales reps
Team leaders
Admin

Each with dedicated visibility & permissions.

6. Manager-Level Reporting & Dashboard

Team performance tracking
Upcoming follow-ups
Activity logs
Conversion metrics

Results & Impact

Metric	Result
Repeated Calls	↓ 80%
Follow-Up Completion	↑ 60%
Sales Productivity	↑ 50%
Data Accuracy	100%
Management Visibility	Real-time

Why It Works

This solution didn’t just digitize operations — it delivered a management system that enforces process discipline, improves customer experience, and scales with team growth.

Technologies Used

Custom Pre-CRM Framework
Role-Based Access Controls
Excel Import + Duplicate Resolver
Automated Scheduler
Real-Time Dashboard

Naksh Technologysays...

Neptune Technolab eliminated chaos in our sales process. Now our team follows a single streamlined system with clarity on responsibilities, clean data, and zero duplicate calls. This has boosted productivity and customer trust

Want toBuild a CRMfor Your Sales Team?

Whether you have 5 users or 500, we can help you:

Automate follow-ups

Improve closing rates

Remove duplicate efforts

Increase customer satisfaction

Let’s Build Your Sales Automation System

And discover how automation can boost your revenue and efficiency.

What DoPeople SayAbout Us?

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We have worked with the Neptune Technolab team for several years. Unflinchingly reliable, professional, and proactive from a technology and security standpoint. Over the years, they have streamlined our communications so that any of our work updates or other needs are handled seamlessly. Nice to work with you guys.

Anthesis Technologies

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Our long-term partnership with Neptune Technolab spans multiple technologies including Magento, HubSpot, WordPress, Craft CMS, and Laravel. What sets them apart is their commitment to clean coding standards, structured workflows, and on-time delivery. The team is highly skilled, adaptable, and easy to work with. They understand requirements deeply and always strive to provide optimal solutions. Highly recommended for anyone looking for a reliable tech partner.

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Vovance Private Limited

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Great team to work with! Neptune Technolab has supported us across multiple technologies with great coding standards, transparent communication, and quick turnaround time.

Banti Patel

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Neptune Technolab helped us design and develop a custom CRM solution that aligned perfectly with our entire sales process. From lead capture to automation and reporting, every feature was designed with our business goals in mind. The result has been increased conversion rates, improved team collaboration, and better forecasting accuracy. Outstanding project management and ongoing support.

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Khanak Engineers

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Our Australian accounting practice required a bespoke workflow solution for bookkeeping, payroll, and taxation. Neptune Technolab delivered a secure, scalable, and compliant system that streamlined team operations and enhanced client service delivery. A highly professional partner to work with.

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Neptune Technolab delivered a custom platform that saved us hundreds of manual hours every month. Order management, challan creation, and dispatch scheduling are automated, which has improved accuracy, reduced manpower needs, and boosted customer satisfaction

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LF Automation

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We were facing serious challenges managing multiple university fee structures, admissions, and timely reminders. Neptune Technolab built a customized system with separate login panels for students, admin, and finance, along with automated reminder workflows. This has significantly reduced late payments and administrative workload.

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Case Studies Details

How Naksh Technology Automated a 40-Member Sales Team with Pre-CRM

The Challenge

The Solution — Custom Pre-CRM by Neptune Technolab

Results & Impact

Why It Works

Naksh Technologysays...

Want toBuild a CRMfor Your Sales Team?

Let’s Build Your Sales Automation System

What DoPeople SayAbout Us?

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