CASE STUDY — SALES OPERATIONS PLATFORM

From scattered spreadsheets
to a pipeline you can see.

SalesHub brings lead management, follow-up tracking and pipeline visibility into one connected workspace, so sales teams always know who to call next and where every deal stands.

PLATFORM CAPABILITIES: PRODUCTION SALES OPERATIONS
Centralized Lead Management
Structured Follow-up Tracking
Real-Time Pipeline Visibility

Bringing structure to everyday sales operations.

We took SalesHub from concept to a production web platform, covering product strategy, UX/UI design and full-stack engineering.

The goal was simple: give growing sales teams one place to manage every lead, every follow-up and every opportunity.

Product SalesHub
Industry Sales Technology & CRM
Services Product Strategy, UX/UI Design & Full-Stack Engineering
Project Type End-to-End Product Development
Platform Web Application

Growing sales teams were running on spreadsheets.

As lead volumes grew, the everyday work of selling — importing prospects, logging calls, chasing follow-ups and reporting on the pipeline — was spread across tools that didn’t talk to each other. Opportunities were being lost to process, not to competitors.

01

Fragmented lead data

Prospects lived in spreadsheets, inboxes and disconnected tools, with no single record to trust.

02

Duplicate records

The same company was imported again and again, which led to confused ownership and wasted outreach.

03

Missed follow-ups

Next actions depended on memory and manual reminders, so conversations went cold.

04

No pipeline visibility

Managers couldn’t see how leads moved between stages or where deals were stalling.

One team across strategy, design and engineering.

Arcrux owned the product end to end. Because strategy, design and engineering sat with one team, every screen was shaped by how sales teams actually work, and the same team carried it through to production.

01

Product Strategy

We mapped the full sales workflow, from first import to closed deal, and defined how SalesHub should model leads, activities and opportunities.

Sales workflow mapping
Data model & lead lifecycle
Feature prioritization
02

UX/UI Design

We designed an interface that sales reps can use all day: clear hierarchy, fast navigation and dashboards that put the next action first.

Information architecture
Tokenized design system
Dashboards & data visualization
03

Full-Stack Engineering

We engineered a production web application, including bulk import with automatic de-duplication, activity tracking and live pipeline reporting.

Bulk Excel & CSV import engine
Duplicate detection & unique IDs
Real-time activity & reporting

A connected workspace for the entire sales lifecycle.

SalesHub replaces scattered tools with three tightly connected modules. Each one is designed around a single daily job, and all three share the same lead record.

SalesHub unified sales operations dashboard showing sales overview, pipeline funnel, activity telemetry and priority follow-ups
01 // LEAD MANAGEMENT

One trusted record for every prospect.

Teams import thousands of leads from Excel or CSV in one step. SalesHub checks every record as it arrives, flags duplicates, gives each lead a unique ID and keeps everything in one structured directory.

Bulk Excel & CSV Import Duplicate Lead Detection Unique Lead Identification Centralized Lead Records
02 // FOLLOW-UP MANAGEMENT

Every conversation keeps moving forward.

A missed follow-up is a missed opportunity. Reps see what’s overdue, what’s due today and what’s next. Every call outcome is logged against the lead, so its history stays complete.

Scheduled Follow-ups Overdue Activity Tracking Call Outcome Management Full Interaction History
03 // SALES PIPELINE

See exactly where every opportunity stands.

A visual pipeline shows how leads move from prospect to negotiation, with stage counts, conversion and deal value. Managers can spot bottlenecks early and coach where it matters.

Visual Sales Pipeline Lead Status Tracking Opportunity Management Sales Performance Overview
DESIGN SYSTEM

Designed to make
complex workflows feel
simple.

Behind the interface is a tokenised design system: a shared palette, type scale, status language and component library. It keeps every screen consistent and makes new features fast to build.

FOUNDATIONAL PALETTE
Navy Deep #090D16
Slate Dark #0F172A
Primary Blue #2563EB
Accent Orange #F97316
Surface #FFFFFF
STATUS LANGUAGE
Hot lead Follow-up due Contacted Opportunity Duplicate flag
TYPE SCALE
Sales Overview H1 · 24/800
Pipeline by stage H2 · 16/600
Real-time pipeline metrics and priority follow-ups Body · 13/400
LD - 1757 Mono · IDs
Lead sources
1,757
Total leads
Website 38%
Referral 32%
Campaign 20%
Direct 10%
Components
Callback requested
Overdue by 2h
Recent sales activity View all →
Call logged: callback requested
Sarah M. · Northbridge Dental Group
11:40
Stage updated: Proposal
,000 · Al Safa Medical Centre
10:15
Bulk import completed: 1,739 leads
q4_prospects.xlsx · 18 duplicates flagged
Yesterday
01

Intuitive dashboards

The next best action comes first, and the detail is one click away.

02

Consistent components

The same patterns appear on every screen, so there is less for reps to learn.

03

Data you can read

Charts and status colors show the pipeline at a glance.

04

Structured navigation

Leads, follow-ups and pipeline are always one step apart.

Everything a sales team needs, in one platform.

Seven core capabilities work together on a shared data foundation, from a prospect’s first import to a qualified opportunity and the reporting behind it.

01

Lead management

Organize and manage every business lead in one unified workspace.

02

Data import

Import leads from Excel and CSV with automatic de-duplication.

03

Follow-up management

Schedule and monitor upcoming and overdue sales activities.

04

Activity tracking

Keep a complete record of calls, notes and customer interactions.

05

Opportunity management

Track how each lead progresses through clear pipeline stages.

06

Reporting & analytics

Understand sales activity and conversion through visual dashboards.

07

Team management

Assign lead ownership with accountability and team-level visibility.

Planning a platform like this?

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What changes for the sales team.

SalesHub turns day-to-day sales activity into a structured, visible process. Reps spend their time selling instead of maintaining spreadsheets, and managers can finally see the pipeline.

01

One source of truth

Every lead, import and interaction sits in one de-duplicated record that the whole team can trust.

02

No follow-up left behind

Scheduled and overdue actions are always visible, so conversations keep moving and none go cold.

03

Pipeline clarity at every stage

Stage counts, conversion and deal value show leadership where revenue is coming from and where it is stalling.

“From the first lead to the next business opportunity, SalesHub gives sales teams a structured foundation for managing their operations.”

SH
Arcrux Product Team Digital Product Engineering
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