Custom CRM & Process Integration
Client
Global Retail Corp
Project Overview
Developed a custom CRM and unified all sales, inventory, purchasing, and customer operations into a single integrated platform — replacing multiple disconnected tools and eliminating manual processes across the wholesale food chain.
Key Results
+185%
Operational Efficiency
-70%
Manual Workload
-60%
Process Errors
The Challenge
Global Retail Corp was struggling with multiple disconnected systems — from spreadsheets to payment tools to retail integrations — creating inefficiencies, manual errors, and limited operational visibility across their wholesale food operation.
- ✗Fragmented tools including Google Sheets, PayPal, QuickBooks, GS1 EDI, and USPS tracking
- ✗Manual reconciliation consuming 20+ hours weekly across sales, inventory, and accounting
- ✗No real-time visibility into stock levels, order status, or retailer integrations
Our Solution
We designed and built a unified custom platform that connected every system into one automated, real-time operational workflow — eliminating manual tasks and restoring full visibility across the wholesale operation.
- ✓Centralized dashboard consolidating sales, inventory, orders, payments, and retailer integrations
- ✓Automated workflows replacing manual reconciliation and reducing weekly operational work by over 70%
- ✓Seamless integrations with Google Sheets, PayPal, QuickBooks, GS1 EDI, and USPS tracking
Technologies Used
Next.js
TypeScript
PostgreSQL
AWS
Redis
Nest.js
Webhooks
Project Timeline
Discovery & Planning
Week 1–2Deep business analysis, requirements gathering, system audit, and full architecture planning.
System Access & Setup
Week 3Team onboarding, secure login access, environment setup, and initial data mapping.
Inventory & Data Migration
Week 4Centralized inventory build-out, data import, product catalog setup, and pricing structures.
Integrations Development
Week 5–7Integration of all external systems including Google Sheets, PayPal, QuickBooks, GS1 EDI, and USPS.
Workflow Automation
Week 8Implementation of core automation flows for sales, inventory updates, invoicing, and reporting.
Improvements & Enhancements
Week 9Refinements, UX enhancements, and adjustments based on real operational feedback.
Ready for similar results?
Let's discuss how we can transform your business with custom solutions tailored to your needs.