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Compliance / B2B Services
Power India Services
Compliance & certification consultancy CRM
Next.jsMongoDBTypeScript
9
Pipeline stages
Full
Audit trail
Invite-only
Access model
THE PROBLEM
Generic CRMs didn't match the certification sales cycle — leads move through very specific regulatory stages, and the team needed a full audit trail for compliance reasons, not just a Kanban board.
THE APPROACH
- Modeled a 9-stage pipeline matching the real certification process, with an activity log on every status change.
- Built invite-only auth and role-based access so finance, sales, and ops each see only what's relevant.
- Added a notifications and feedback system with sentiment analysis and smart alerts for stalled leads.
THE OUTCOME
The team now has full visibility into where every certification case stands, with a compliance-ready audit trail baked into the product rather than bolted on afterward.