Laptop showing an email inbox with a cyan CRM side panel, a phone with the same panel beside it

Sales CRM for Gmail and Outlook

Software & SaaS
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Software & SaaS4 years

Sales CRM for Gmail and Outlook

A US startup in the sales industry needed its CRM to live where salespeople actually work: inside their email. RemSoft.Dev's team built a family of plugins - Gmail and Chrome, Outlook and Office 365 (cross-platform) - plus native iOS and Android apps, so reps could manage leads, meetings, calls, emails, reminders, opportunities and decision-makers without leaving their inbox. Two web applications completed the product: one mirroring the plugins' functionality, the other delivering analytics and insights on sales performance. The engagement ran for four years with a team of twelve on a hybrid AWS cloud and on-premise infrastructure, with automated testing throughout. By redesigning the UI and UX around fast data entry, the CRM sped up the client's sales processes roughly fourfold.

CRMEmail pluginsMobile appsSaaS

Key Challenges

Client: Sales-technology startup, USA

Duration: 4 years

Team: 12 - team lead, 3 senior + 5 middle developers, PM, BA, QA

Infrastructure: AWS Cloud & on-premise

The project faced several key challenges:

  • Six surfaces, one product: Gmail, Chrome, Outlook, Office 365, iOS and Android each have their own extension model - the product had to feel identical across all of them.
  • Data entry is the bottleneck: Sales reps abandon CRMs that slow them down. Every screen was designed around capturing a lead, a call or a meeting in seconds.
  • A four-year roadmap: Long-running products need discipline: documentation, code review, automated tests and a stable team that keeps context.

Results

  • Plugins for Gmail, Chrome, Outlook, Office 365
  • Native iOS and Android apps
  • Two web apps: product + sales analytics
  • ~4× faster sales processes

4×

faster sales processes after the UI/UX and data-entry redesign.

4 years

continuous engagement with a stable 12-person team.

6 platforms

email plugins, mobile apps and web - one consistent product.

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