Centralising client relationships for high-growth SaaS teams
Client Manager CRM was purpose-built for a fast-scaling SaaS company managing thousands of enterprise accounts globally. We delivered a fully custom CRM — built on a real-time event-driven backend — that reduced manual data entry by 60%, eliminated paper-based workflows by 75%, and pushed client satisfaction scores to 90%.
The company was managing thousands of enterprise accounts across multiple spreadsheets and disconnected tools. Account managers had no single view of client health, deal history, or communication logs. Manual data entry was consuming hours daily, and the lack of automation meant renewals and upsell opportunities were frequently missed.
CGS built a fully custom CRM on a real-time event-driven backend, giving account managers a unified view of every client relationship — automating routine workflows, surfacing renewal and upsell signals, and eliminating manual data entry across the team.
Audited existing account management workflows and data fragmentation points.
Designed unified account view with health score and activity timeline.
Built event-driven CRM backend with Kafka and automated data logging.
Zero-downtime data migration from spreadsheets with team onboarding.
We built the CRM on an event-driven backend using Kafka for real-time data propagation across account teams. Every client interaction — emails, calls, deals, renewals — was automatically logged via CRM integrations. A health score algorithm surfaced at-risk accounts and upsell opportunities on the account manager's dashboard. Bulk import tools migrated 4 years of historical data from spreadsheets during a zero-downtime cutover weekend.
Manual data entry was reduced by 60% in the first quarter, freeing account managers to focus on client relationships rather than admin. Paper-based workflows were eliminated entirely and client satisfaction scores reached 90%. Renewal and upsell signals surfaced by the health score algorithm directly contributed to a measurable increase in expansion revenue within 90 days of launch.
Product screens and interface design highlighting the clean, data-focused mobile experience.
Custom web CRM for enterprise account management — with unified client dashboard, health score algorithm, automated renewal alerts, and event-driven backend built on Kafka.
Tools and technologies powering this solution
The health score algorithm alone has recovered more revenue than the entire project cost. Our renewal rate has never been higher.
CGS TechLabWhether you need a technology audit, a complete platform rebuild, or a strategic AI roadmap — our team is ready to help. Let's talk.