← All workManufacturing2024

Custom CRM+ERP Platform

An $8 million manufacturing company was running its sales and operations on fragmented tools. Clepto unified the entire lead-to-order workflow by building a custom CRM integrated with their existing HubSpot environment and legacy ERP, using real-time bidirectional sync.

Hero · Custom CRM+ERP Platform
The Challenge

Solving complex operational bottlenecks.

Leads were scattered across Excel files, quotes were manually drafted, and order fulfillment data lived in a legacy ERP that sales could not access directly. The average lead-to-order cycle stretched to 14 days.

Solution
Timeline
12 weeks
Team
QA & Integration Specialists + Engineering Team

Architecture Deployment.

  • 01React lead capture forms integrated with HubSpot API and Supabase CRM
  • 02Real-time bidirectional sync between custom CRM and Odoo ERP
  • 03Automated lead scoring and territory-based sales assignment
  • 04Instant sales notifications for new enquiries
Technology Stack
React • Node.js • PostgreSQL • Supabase • HubSpot API • Odoo • OAuth2 • Workflow Automation
Outcomes
0 days
lead-to-order cycle (down from 14)
0x
lead capture volume
0%
duplicate entries
0%
productivity increase

"The system runs while we sleep. We don't think about it — which is the highest praise we can give software."

— Lead Operator, Custom CRM+ERP Platform
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