LeadXprt CRM: Building the Product We Sell

The problem

Small brokerages and service businesses were paying enterprise CRM prices for software built for enterprise sales teams. They wanted a lead to move through a pipeline, a follow-up task to be assigned, an email to go out and a manager to see what the team actually did. Instead they got seat licences, per-feature upsells and a configuration project. Most gave up and went back to spreadsheets, where leads quietly go cold.

What we built

We built the CRM ourselves rather than reselling someone else's. Every organisation gets isolated data with its own users, its own pipeline stages and its own integration credentials. Owners control exactly what agents can do through a per-organisation permission matrix rather than fixed roles. Leads arrive through the web forms, manual entry or bulk Excel and CSV import with duplicate detection built in, then move through a drag-and-drop pipeline. Tasks, meetings, email, SMS and call logging all write to a single activity timeline, so the history of a lead is one scroll rather than four systems.

Technology

• Next.js
• React
• Node.js
• Express
• MongoDB
• Kubernetes
• SendGrid
• Twilio