The Challenge
Oakspire Commercial Services is the client behind this project. An Atlanta organization managed a growing base of prospects and customers. Its sales team needed a central place to coordinate follow-ups, track opportunities and keep pipeline information current.
Customer data came from different sources. Bringing it together required attention to data consistency, user permissions and reporting so managers could assess activity without relying on separate updates.
What ApexCore Digital built
ApexCore Digital implemented a layered ASP.NET Core application with SQL Server as the central data repository. Leads, contacts, customers and opportunities are managed alongside sales tasks and pipeline stages.
APIs and configurable status-based processes automate business workflows. Follow-up reminders and email integration support day-to-day sales work, while dashboards and Power BI reporting provide management visibility. ASP.NET Identity, role-based access and audit logs support controlled use of customer information.
How the workflow supports the business
The CRM organizes sales work around leads, contacts and opportunities. As a prospect moves through the pipeline, the team can manage associated tasks and follow-up reminders within the same customer record. Configurable status-based processes support the organization’s sales workflow, while reporting gives managers a broader view of activity. Central customer information is useful both for individual follow-ups and for coordinating team responsibilities. Role-based permissions and audit logs provide controls around who can use those records and how changes are tracked.
Reported Results
- 40% reduction in manual follow-ups.
- 30% faster lead processing.
- 25% improvement in reporting efficiency.
Technology: Angular, ASP.NET Core, SQL Server, Entity Framework Core, REST APIs, ASP.NET Identity, Power BI, Azure.
