Capture more opportunities and keep the sales process from falling through the cracks.
A custom CRM for an agency that connects lead capture, tracked phone lines, pipeline management, automated follow-up, customer records, reporting, compliance controls and an after-hours AI receptionist.
The business problem
The business problem
Leads were spread across forms, phone systems and spreadsheets. Missed calls became missed opportunities, follow-up depended on memory, compliance was hard to enforce and owners lacked one view of the pipeline.
What was built
PlanckCyber built a custom CRM owned by the agency and designed around its actual sales process. It captures leads from the website, advertising and phone calls; routes them to the right person; logs communications; tracks deals through close; and keeps contact preferences, reporting and permissions inside the system.
Business outcome
What this system is designed to improve.
Capture website, advertising and phone inquiries automatically, including after-hours calls.
Use automatic reminders instead of depending on memory.
See where every lead, deal and customer stands in one system.
Enforce contact preferences and role restrictions through the software itself.
System map
How the workflow fits together.
The architecture is shown to make the work visible—not to turn the page into a technology diagram. The business outcome remains the reason for the system.
Capabilities
What the system can handle.
Automatic lead capture
Website, ad and phone inquiries are recorded without hand entry.
Lead routing
Routes leads to the appropriate available team member.
Built-in telephony
Routes, records and logs calls in the CRM.
AI receptionist
Handles after-hours calls, identifies itself and books a callback.
Reporting
Shows team performance, lead sources and commission checks.
Role-based administration
Restricts sensitive data and destructive actions by role.
Controls & safeguards
Automation only works when the business can trust the boundaries.
- Automatic do-not-contact enforcement
- Role-based access to sensitive records
- Deletion safeguards for active policies and compliance records
- Audit trail for sensitive actions
- Consent-aware text messaging
What this demonstrates
The agency gets one operating view of the sales process instead of relying on disconnected systems, memory and manual reconciliation.
Client-identifying information and sensitive operating details are omitted or generalized where necessary.
Have a similar operating problem?
Discuss a Custom CRM
Tell us how your team handles the work today. We can determine whether AI, automation, custom software or a simpler change makes sense.