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IoT

CRM Software Development

This was a project of software used for customer relationship management (CRM) for an IoT and Home Automation company.

Quick Summary

  • This was a project of software used for customer relationship management (CRM) for an IoT and Home Automation company.
  • A fully functional CRM with customer database management at different stages of the sales funnel.
  • Statistical analysis tools to support and guide the sales team decision-making.
Tech Stack: MongoDB Express.js React Node.js MERN Stack
CRM Software Development

Overview

This project was done for an IoT and home automation company and lasted one and a half years. It was a project of software used for customer relationship management that allowed the company to maintain a customer database, organize customers at different stages of the sales funnel, run marketing automation and statistics, and perform data analysis for the management of the sales team. CRM stands for Customer Relationship Management — a set of practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. The primary purpose of a CRM system is to help businesses build and maintain strong relationships with their customers.

Industries

IoT Construction

Services Provided

  • Web Development
  • Custom Software Development

Approach

The technologies used in this project are the MERN Stack (MongoDB, Express.js, React, Node.js). This project lasted one year and a half, with one senior and two semi-senior developers. The team followed an agile development process, delivering incremental features including the sales funnel pipeline, customer database, analytics dashboards, and automation rules throughout the engagement.

1x Senior Developer
2x Semi-Senior Developer

Results

  • A fully functional CRM with customer database management at different stages of the sales funnel.
  • Statistical analysis tools to support and guide the sales team decision-making.
  • Marketing automation and customer retention workflows integrated into a single platform.

Frequently Asked Questions

Why would an IoT or home automation company need a custom CRM?
IoT and home automation companies manage complex, project-based sales with long cycles and technical requirements. Off-the-shelf CRMs often lack the flexibility to model these workflows. A custom CRM built with the MERN Stack allowed this company to tailor every stage of the sales funnel, automate follow-ups, and generate analytics specific to their business model.
What features did the custom CRM include?
The CRM included customer database management, multi-stage sales funnel tracking, marketing automation for customer retention, statistical analysis dashboards for the sales team, and data analysis tools for management decision-making.
What technology stack was used to build the CRM?
The project was built using the MERN Stack — MongoDB for the database, Express.js for the backend API, React for the frontend interface, and Node.js as the server runtime — providing a modern, scalable, and maintainable JavaScript-based full-stack solution.
How long does it typically take to build a custom CRM?
This project took one and a half years with a team of three developers (one senior and two semi-senior). The timeline depends on the complexity of the required features, integrations, and the number of user roles and workflows to be modeled.
Can CodeBranch integrate a custom CRM with existing ERP or third-party tools?
Yes. CodeBranch has experience building custom software that sits alongside or on top of existing business systems. The CRM for this IoT company was designed to complement the client's existing operations and can be extended with API integrations to third-party tools as needed.

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