OmniCRM - Cloud Sales Automation Platform
High-throughput sales pipeline management, automated lead scoring, and VoIP integration.
Project Overview & Objectives
OmniCRM is a custom enterprise relationship management platform designed for mid-market B2B teams managing 500K+ accounts. It replaces bloated off-the-shelf software with an optimized, lightning-fast CRM that integrates directly with custom ERP backends.
The Challenge
The client was paying $180,000/year in seat licenses for legacy CRM tools that took 12+ seconds to load customer history tables and lacked custom pricing engine integrations.
Engineering Solution
Genius Tech Services engineered a customized web platform using React and Go microservices. We implemented virtualized data grids capable of rendering 100,000 records smoothly, coupled with Apache Kafka for asynchronous lead event pipelines.
Key Features Delivered
- ✓Custom drag-and-drop Kanban pipeline with real-time deal stage sync
- ✓Click-to-call VoIP dialer with automated call transcription
- ✓Rule-based automated lead routing and escalation workflows
- ✓Deep ERP integration with multi-currency invoice calculation
- ✓Granular role-based permissions and complete audit trail logs
Architecture & Tech Stack
Engineered using industry-standard tooling selected specifically for scalability and maintainability.
Build Something Similar
Need an architecture review or MVP scoping session for a project in Enterprise SaaS?
Request Project Scoping Call