Custom CRM Plugin for B2B Company
B2B Technology Company — Technology / SaaS
“Eliminated separate CRM, saved €15k/year in tool costs”
The Challenge
Our client was using Mautic for marketing automation alongside a separate CRM for sales. The two systems didn't sync well, leading to data inconsistencies and manual work to keep them aligned.
Pain points:
• Marketing and sales data lived in separate systems
• Manual data sync was error-prone and time-consuming
• €15k/year CRM subscription for features they barely used
• Sales team wanted simpler tools, not enterprise CRM complexity
Our Approach
After analyzing their actual CRM usage, we found they only used about 20% of the features. We proposed building a lightweight CRM directly in Mautic that covered their actual needs.
Key requirements:
• Deal/opportunity tracking with stages
• Revenue forecasting
• Sales dashboard with key metrics
• Integration with existing Mautic contacts
The Solution
We built a custom Mautic plugin that adds CRM functionality - deals, pipeline stages, forecasting, and a sales dashboard.
- ✓Deal entity with custom fields
- ✓Configurable pipeline stages
- ✓Revenue forecasting by stage
- ✓Sales team dashboard
- ✓Deal-to-contact linking
- ✓Campaign triggers based on deal stage
Results
The client canceled their CRM subscription and now runs everything from Mautic. Sales and marketing finally share a single source of truth.
“Having sales and marketing in one system changed how we work. No more 'which system has the latest data?' questions.”
Technologies Used
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