Forge CRM: Deal Velocity & Custom Pipeline Automation for B2B Teams
Forgeworks reps were fighting a bloated CRM instead of talking to buyers. We built a pipeline they update in seconds.
Numbers from after launch
Recorded in production, with real users, after the new system was live.
What was broken, and what we built
First the workflow that was failing. Then the product and the technical choices that made the change hold.
What was broken: a CRM nobody updated until month end
Forgeworks' technical sales representatives were spending more time battling their enterprise CRM software than talking to industrial buyers. Updating a deal stage required filling out 15 mandatory fields across multiple tabs, causing sales reps to track conversations on personal sticky notes.
Leadership had poor visibility into true quarterly pipeline health because reps only updated the CRM system at the end of each month.
What we built: drag a deal, write the note, email logs itself
Viswana built a fast CRM around a real-time collaborative Kanban board. Sales reps can drag deals between stages with instant optimistic UI updates and inline note taking.
We automated background activity tracking: client emails, quote deliveries, and contract signature requests sync automatically to deal timelines without requiring manual rep data entry.
- Optimistic UI updates over WebSockets for instant drag-and-drop pipeline adjustments
- Automated two-way email synchronization and attachment parsing
- Customizable revenue forecasting models based on historical deal stage conversion probabilities
- Granular role-based permissions preventing cross-territory data visibility leaks
Stack in production
Libraries, databases and infrastructure on this product today.
Services used on this build
Full-Stack Product Engineering & Ongoing Software Maintenance
You know what the product should do. We turn that into a frontend, a backend, a data model and a way to ship updates, then keep it healthy after launch with maintenance, SLAs and code ownership.
Custom SaaS Platform & Complex Management Systems
The work is running on spreadsheets and three subscriptions. We replace that with one SaaS product: tenants, billing, roles and the workflow your team already knows.
B2B UI/UX Product Design & Enterprise Design Systems
B2B software is not a landing page. We design the screens operators use for eight hours: dense tables, keyboard paths, and a Figma system that matches the code.
Want a result like this? Tell us what is breaking.