Challenge
Our client is a fast-moving marketing tech company based in the UK. They run telemarketing campaigns to help other businesses find new customers. Before working with us on this project, they were stuck using an old, complex system that didn’t meet their needs. They wanted something modern, easy to use, and dependable.
After successfully building another Martech SaaS product with Peppernode, they chose to partner with us again. They strongly believed that the best CRM for telemarketing had to be custom-made—built to match their exact way of working, from lead tracking to subscriptions. We fully agreed and set out to prove them right.
The client was using an outdated custom CRM for telemarketing. It was hard to use, often broke down, and cost too much because of a messy billing system. It also couldn’t handle big customer lists or create reports automatically. This led to real problems for the business.
Business Impact
The system kept crashing and put important data at risk
Confusing billing made costs too high
Managing large contact lists was difficult
There was no simple way to track progress or create reports
Our client is a fast-moving marketing tech company based in the UK. They run telemarketing campaigns to help other businesses find new customers. Before working with us on this project, they were stuck using an old, complex system that didn’t meet their needs. They wanted something modern, easy to use, and dependable.
After successfully building another Martech SaaS product with Peppernode, they chose to partner with us again. They strongly believed that the best CRM for telemarketing had to be custom-made—built to match their exact way of working, from lead tracking to subscriptions. We fully agreed and set out to prove them right.
The client was using an outdated custom CRM for telemarketing. It was hard to use, often broke down, and cost too much because of a messy billing system. It also couldn’t handle big customer lists or create reports automatically. This led to real problems for the business.
Business Impact
The system kept crashing and put important data at risk
Confusing billing made costs too high
Managing large contact lists was difficult
There was no simple way to track progress or create reports
Solution
Our Approach
Discovery: We met with the client every week to fully understand what they needed
Agile Development: We built the system in small steps, using two-week sprints
Testing: We tested the system every week to make sure it worked properly
Launch: We delivered a ready-to-use system with simple subscription management
Key Features
Separate subdomains for each client using a multitenant setup
Subscription plans based on number of users and contact limits
Tools to run telemarketing campaigns, manage leads, and book appointments
Appointment tracking to measure campaign success
Weekly stats sent by email to both clients and managers
Custom dashboards for different roles (Agent, Manager, Admin)
Stripe integration for easy billing and invoices
Secure access based on role (Agent, Manager, Admin, Owner)
Grouping contacts by related domains
Our Approach
Discovery: We met with the client every week to fully understand what they needed
Agile Development: We built the system in small steps, using two-week sprints
Testing: We tested the system every week to make sure it worked properly
Launch: We delivered a ready-to-use system with simple subscription management
Key Features
Separate subdomains for each client using a multitenant setup
Subscription plans based on number of users and contact limits
Tools to run telemarketing campaigns, manage leads, and book appointments
Appointment tracking to measure campaign success
Weekly stats sent by email to both clients and managers
Custom dashboards for different roles (Agent, Manager, Admin)
Stripe integration for easy billing and invoices
Secure access based on role (Agent, Manager, Admin, Owner)
Grouping contacts by related domains
Results
By the Numbers
- New telemarketing CRM fully up and running in just 4 months
- Lead management and campaign tracking tasks cut down by 30–40%
- Users gave positive feedback right away about how easy the system is to use
What Improved
- Onboarding was quick and simple for all users
- Campaign results were clear and easy to understand
- The system is ready to grow with the business and add more customers
- Clients are happier thanks to fair, transparent reporting and billing
By the Numbers
- New telemarketing CRM fully up and running in just 4 months
- Lead management and campaign tracking tasks cut down by 30–40%
- Users gave positive feedback right away about how easy the system is to use
What Improved
- Onboarding was quick and simple for all users
- Campaign results were clear and easy to understand
- The system is ready to grow with the business and add more customers
- Clients are happier thanks to fair, transparent reporting and billing