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SaaS case study

Vendimation: A web-based sales funnel platform for managing the sales process

A SaaS tool with funnel management, task tracking, email templates and events for sales teams, modelled on HubSpot-style CRM tools.

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OVERVIEW

What we built

Vendimation is a web-based sales funnel platform. It helps sales teams manage funnels, tasks, emails and events in one place.

It is modelled on the kind of CRM and marketing automation tools that teams already know.

Vendimation project preview

THE BRIEF

The problem we set out to solve

Sales teams often struggle to manage funnels, track client interactions and organize tasks. Existing CRM systems may lack the features a team needs or may not fit its way of working.

Key features

01

Funnel listing

Create multiple sales funnels to track client engagement.

02

Funnel management

Add, edit and delete funnels.

03

Task management

Create, assign and track tasks by funnel, with pending, ongoing and completed views.

04

Email templates

Store standard email templates for each funnel stage.

05

Event management

Schedule events, invite clients or team members and track attendance.

TECHNOLOGY

Built with

  • Angular
  • PHP
  • CodeIgniter
  • HTML5
  • JavaScript
  • jQuery
  • MySQL
  • Ajax

The outcome

One place for the sales process

Funnels, tasks and events live together.

Better teamwork

Shared task views help teams stay in step.

Vendimation gives sales teams a simple tool for running the funnel from first contact to close. We have not published usage figures for this project.

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