Custom CRM System for SaaS Sales Optimization
Main contact
Portals
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Vancouver, British Columbia, Canada
Project scope
Categories
Competitive analysis Information technology Market expansion Sales strategy Software developmentSkills
sales forecasting sales optimization sales pipeline management scalability sales pipelines management customer relationship management software as a service (saas) usabilityThe objective of this project is to build a functional CRM system that supports sales pipeline management. Students will identify and design lead-tracking stages, integrate tools for monitoring conversions, and deliver documentation that ensures usability, scalability, and alignment with our SaaS business model.
Students will deliver a CRM prototype with defined sales pipeline stages, lead-tracking functionality, conversion reports, and documentation to support sales forecasting, client management, and ongoing business growth.
Providing specialized knowledge in the project subject area, with industry context.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
Supported causes
The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.
About the company
The Global Cleantech Directory is a transformative platform designed to connect cleantech businesses, investors, policymakers, and industry leaders on a global scale. By fostering collaboration, innovation, and market expansion, this directory plays a crucial role in building a sustainable economy while helping businesses navigate international trade challenges, including the ongoing trade war and US tariffs.
In an era where climate solutions and economic stability must go hand in hand, the Global Cleantech Directory empowers businesses to expand globally, secure funding opportunities, and strengthen their resilience against trade barriers. Through its commitment to inclusive diversity, the platform ensures that cleantech leaders from diverse backgrounds—from North America to the Asia Pacific and beyond—are connected, supported, and equipped to drive sustainability forward.
This project will migrate the existing WordPress website to a MERN-based platform, ensuring improved scalability, security, and user experience while reinforcing the Global Cleantech Directory’s mission: bridging businesses, driving clean technology innovation, and fostering a greener global economy.
Main contact
Portals
-
Vancouver, British Columbia, Canada