Case Study
Replacing Salesforce with a CRM that actually fits how the team sells
A professional services firm ditched their bloated Salesforce instance for a purpose-built, event-sourced CRM that matched their existing sales workflow instead of forcing a new one.
Industry
Professional Services
Company Size
30 employees
Timeline
2 weeks
Tools Replaced
Salesforce + 3 workarounds → 1
Before
- Paying recurring enterprise Salesforce licensing for a team that used less than 20% of the features — most of the platform sat untouched.
- Sales reps maintained shadow spreadsheets because the CRM’s pipeline stages didn’t match how they actually moved deals forward.
- Follow-up reminders buried under Salesforce’s notification noise. Reps missed warm leads because the system couldn’t distinguish signal from clutter.
- Every quarterly “CRM cleanup” burned a full week of the ops team’s time reconciling spreadsheet data back into Salesforce.
After
- Purpose-built CRM with only the views and actions the team actually uses — one-time purchase, self-hosted on their existing cloud infrastructure, no recurring licensing fees.
- Event-sourced architecture captures every interaction as an immutable event, giving leadership a complete audit trail and the ability to replay any deal’s history.
- Pipeline stages mirror the team’s real sales process. Reps stopped fighting the tool and started trusting it.
- Automated follow-up surfacing based on prospect activity patterns — the system tells reps who to call next and why, not just when.
$0/mo
Ongoing licensing cost
0
Shadow spreadsheets
2 weeks
Built and launched
“For the first time, the CRM works the way we work — not the other way around. Our reps actually use it now, which tells you everything.”
— Head of Sales
Built with
TypeScript · React · Node.js · PostgreSQL · Event sourcing · Custom activity scoring
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