Digiswift CRM - SaaS Sales Platform for Agency Clients Together with Digiswift , a high-volume web development agency delivering 50+ websites per month , we created a custom CRM platform designed specifically for their client base. Digiswift works with many businesses that need a simple and practical way to manage leads, contacts, deals, and incoming requests. Most existing CRM tools, such as Pipedrive, can be too complex, overloaded, or not tailored enough for small and medium businesses running performance campaigns through Meta Ads. Our goal was to build a simpler, faster, and more focused CRM - one that gives clients the core sales functionality they actually need, while also integrating directly with the marketing channels they already use. What we built We developed a custom SaaS CRM that allows users to: add and manage leads create and update contacts track deal statuses add notes to each deal manage client pipelines in a simple, visual way receive Gmail notifications connect external automations use an external API for flexible integrations connect Meta Ads accounts and Facebook Lead Forms The product was designed as a lightweight alternative to complex CRMs - keeping the core logic familiar, but making the experience easier, cleaner, and more suitable for Digiswift’s clients. Meta Ads & Facebook Forms integration One of the key parts of the CRM is its integration with Meta advertising workflows . Since many Digiswift clients generate leads through Facebook Lead Forms , we built the platform around this use case. Leads from Meta campaigns can be captured and routed into the CRM, making it easier for businesses to follow up, track deal progress, and avoid losing incoming requests. This turns the CRM from a passive database into an active sales tool connected directly to the client’s lead generation funnel. Automation & API layer To make the system flexible, we added automation support and an external API layer. This allows the CRM to connect with tools such as Google Flow-style automation scenarios, custom workflows, and third-party systems. As a result, Digiswift can adapt the product for different client needs without rebuilding the entire platform each time. Product result The project has grown beyond an internal tool and is now becoming a real SaaS product for Digiswift’s clients. Today, the platform already has 15+ monthly active users , and the product is continuing to expand as more clients are onboarded. Outcome Together with Digiswift, we created a custom CRM ecosystem that helps their clients manage leads more easily, respond faster, and connect their sales process directly with Meta Ads campaigns. The result is a practical, focused SaaS product: simpler than traditional CRMs, but powerful enough to support real sales operations, marketing integrations, and client growth.
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