salescore.io
Revenue & Operations Command Centre
What started as “our leads live in too many spreadsheets” became a full revenue command centre — and one of our favourite builds to date. Here’s how the journey unfolded.
How it happened.
The starting point
Data everywhere, answers nowhere.
When we first sat down with the team, the picture was familiar: leads scattered across sheets and inboxes, last year’s hard-won data gathering dust in files nobody opened, and leadership flying blind between monthly reports. Before writing a line of code, we agreed on three problems worth solving:
One centralised repository
Every lead, customer, and conversation in a single source of truth — no more hunting across tools.
Previous years’ data, reusable
Historical leads shouldn’t die in spreadsheets. Old data becomes new pipeline, re-scored and re-worked.
Visibility for top management
Leadership sees the funnel in real time — dashboards and reports, not end-of-month spreadsheet archaeology.
The core loop
One loop to design everything around.
Rather than bolting features together, we built SalesCore around a single core loop. Every screen, model, and automation exists to move a lead one step around it — and to keep serving the customer once it closes.
What we shipped
The loop, made concrete.
With the loop as our compass, each sprint shipped something a rep or manager could feel the next morning:
Faster, fairer lead routing
Auto or manual assignment to users and groups with manager oversight — nothing sits unworked, workload stays balanced.
Full activity history per lead
Contact history, follow-ups, WhatsApp messages, and disposition changes all logged — zero context lost between callers or shifts.
Multi-channel outreach, native
WhatsApp (text, templates, bulk campaigns) and email (drag-drop builder, campaigns) inside the CRM — reps never tab out.
Lead scoring & grading
Score, A/B/C grades, and engagement signals decide who gets called first — no more working leads in random order.
Insurance-specific workflow
Plan finder and proposal flow take a lead from enquiry → proposal → finalised → converted customer in one system.
Manager visibility, not micromanagement
Group dashboards, audit logs, and reports show team performance — without anyone pulling spreadsheets.
Multi-tenant from day one
One deployment serves many client companies with hard data isolation — built as a sellable SaaS, not internal tooling.
Proving it works
If it can’t be measured, it didn’t happen.
We instrumented the platform so its usefulness is a number, not a feeling. The single strongest signal: lead → customer conversion rate over time, segmented by source and by rep — directly tied to revenue, and every other metric either explains or predicts it.
Lead → Customer conversion rate
segmented by source · by rep · by group · over time
Conversion & funnel
Conversion by source, time-to-first-contact, time-to-conversion, disposition drop-off.
Rep & team productivity
Leads worked per caller per day, follow-up completion, untouched-lead lag, group-level comparisons.
Engagement quality
WhatsApp delivery & response rates, email opens & clicks, average touches before conversion.
Revenue & pipeline
Proposal-to-close ratio, average deal value, pipeline velocity, customer lifetime signals.
Operational health
User inactivity auto-deactivation, campaign queue lag, audit log volume — is the tool itself being used well?
The work, up close.
Lead Dashboard
Every lead, scored and graded — the morning view for every rep.
WhatsApp Campaigns
Bulk template campaigns without leaving the CRM.
Email Builder
Drag-drop email templates and campaign scheduling.
Manager Reports
Group performance and funnel health at a glance.
Insurance Proposals
Plan finder to finalised proposal — one flow.