Case Study – Exovations

Custom Sales Flow CRM

The Challenge

Exovations’ sales process did not fit cleanly into a standard CRM pipeline.

Their team needed to manage multiple lead and sales workflow stages, track custom contact data, trigger communications, support internal visibility, and connect with existing business tools. Off-the-shelf CRM platforms could address some of these needs, but only through significant customization, workarounds, and ongoing administrative cost.

During discovery, WeGotCode mapped 9 distinct lead and sales workflow stages, identified more than 30 contact data fields used as merge variables across the workflow, and documented integration requirements with tools Exovations already relied on, including Calendly, Mandrill, Podium, and Microsoft Entra.

The business case for custom development became clear when comparing the projected cost of a Salesforce Enterprise path. Based on licensing, customization, and support needs, that route could have exceeded $300,000 over three years, while a purpose-built CRM came in at less than half the projected amount.

Our Solution

WeGotCode designed and built a custom sales flow CRM around Exovations’ actual process.

The project began with two weeks of discovery and workflow mapping. Rather than starting with code, the team first documented how Exovations handled leads, sales stages, communications, reporting needs, and handoffs. This allowed WeGotCode to create clickable mockups early in the process so Exovations could validate the experience before full development.

From there, WeGotCode built the CRM using a modern Microsoft-based technology stack:

• Backend: .NET 8 with ASP.NET Core
• Frontend: Blazor WebAssembly 8.0 with MudBlazor
• Database: SQL Server
• Hosting: Microsoft Azure
• AI-assisted development: Claude Code with specialized agents and skills for coding, review, testing, and documentation

The system was built to support Exovations’ specific lead and sales workflows, while integrating with their existing tools for scheduling, transactional email, SMS messaging, and user provisioning. AI-assisted development helped accelerate repetitive coding, testing, documentation, and review tasks, while WeGotCode’s developers remained responsible for architecture, workflow logic, integration behavior, quality, and maintainability.

Within 12 weeks, Exovations had a fully operational custom CRM replacing their previous generic solution.

Key Results

• 90-Day Delivery: WeGotCode delivered the custom sales flow CRM within 12 weeks from discovery through launch.
• Better Workflow Fit: The CRM was built around 9 distinct lead and sales workflow stages instead of forcing the team into a generic pipeline.
• Cleaner Data: More than 30 contact data fields were structured around real workflow needs, improving consistency across communications and reporting.
• Integrated Tools: The system connected with Calendly, Mandrill, Podium, and Microsoft Entra.
• Improved Adoption: The sales team uses the system daily because the interface reflects their actual process.
• More Useful Reporting: Executives gained real-time pipeline visibility based on actual deal status and meaningful business metrics.
• Cost Advantage: Compared with the Salesforce Enterprise path Exovations evaluated, the custom solution created meaningful first-year savings and could materially reduce CRM-related costs going forward.

Why It Matters

The Exovations project shows how custom software can be a practical business decision when the process itself is part of the company’s advantage.

A generic CRM may work well for a standard sales process. But when a business has unique workflows, specialized data requirements, important integrations, and reporting needs that do not fit neatly into a prebuilt platform, customization costs can rise quickly.

WeGotCode helped Exovations avoid that tradeoff by building a CRM around their real sales process. AI-assisted development helped speed up portions of the build, but the success of the project came from combining workflow discovery, sound architecture, experienced engineering, and continuous validation with the Exovations team.

The result was not just a new CRM. It was a sales platform that supported how Exovations already worked while giving them the flexibility to evolve the system as their business grows.