Case Study

Verbira — SMB CRM

A focused CRM that helps small teams track leads, manage pipelines, and automate follow-ups without enterprise bloat.

Pipeline boards with drag-and-drop

Contact/company records with activity timeline

Tasks, reminders, and follow-up nudges

Reports: pipeline value, win rate, cycle time

Problem

Teams outgrow spreadsheets and need a clear pipeline, basic automations, and simple reporting—without complex CRM overhead.

Our approach

  • Lean sales workflow: Leads → Qualified → Proposal → Won/Lost
  • Board and list views for fast triage
  • Email/task reminders and light automations

Highlights

  • Pipeline boards with drag-and-drop
  • Contact/company records with activity timeline
  • Tasks, reminders, and follow-up nudges
  • Reports: pipeline value, win rate, cycle time
  • Roles & permissions with audit trail

Outcome

Usable CRM foundation adoptable in hours, ready for pilots and integrations.

Roadmap

  • Gmail/Outlook sync and webhooks
  • Quoting & lightweight invoicing
  • Public API and automation recipes

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