B2B services sales team
Client identity withheld under NDA.
Custom Software Development • B2B Services
Sales Operations Portal
Built a guided intake portal and dashboard to qualify leads, recommend services, and reduce manual discovery time.
Client identity withheld under NDA.
What was broken.
The sales team was spending too much time qualifying inbound requests by email and spreadsheet.
How we approached it.
Guided intake portal, service recommendations, and admin review queue.
Faster lead qualification with cleaner briefs
Timeline: 8-10 weeks. Team: 1 PM + 2 developers + designer.
Solution detail
What we delivered.
We designed a secure intake portal, service recommendation flow, and admin dashboard so the team could review complete briefs faster.
Visual proof coming next
Add real UI screenshots or a short walkthrough video here when client permission allows.
Before and after
What changed in day-to-day work.
Before
Manual email intake
Incomplete project briefs
Slow follow-up
Limited reporting
After
Structured intake
Clearer project briefs
Faster qualification
Better pipeline visibility
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Want a comparable result for your team?
Share the problem you are trying to fix. We’ll outline what we’d build, roughly how long, and what we need next.
Delivery details
Features, architecture, and outcomes.
Key features
Guided intake form
Service recommendations
Admin review queue
Email notifications
Reporting dashboard
Architecture
Web portal
Admin dashboard
MySQL database
Email notifications
Analytics
Outcomes
Faster qualification
Higher-quality leads
Less admin work
The new intake flow gave us cleaner briefs and made it easier to decide which projects to take on.B2B services sales team
Client identity withheld under NDA.