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SaaS Platform

SetShape CRM
Case Study

Feb 2022 — Feb 2026
Delivered on schedule
SetShape CRM Hero
Overview

Enterprise AI CRM Platform Trusted by 3,000+ Companies

Our team worked for over 4 years building and maintaining an enterprise AI-powered CRM used by 3,000+ companies across the USA — a long-term partnership focused on continuous growth and innovation.

Our work included CRM modules, lead management, workflow automation, REST APIs, AI integrations, payment gateways, reporting dashboards, mobile applications, marketing automation, and third-party integrations — covering every core aspect of an enterprise-grade CRM platform.

Beyond ongoing maintenance, our team continuously added new product features, keeping the platform competitive and aligned with the evolving needs of its 3,000+ business customers.

3,000+
Companies Served
4+
Years of Partnership
AI
Powered Platform
Challenges & Solutions

Problems We Solved

  • Scaling an Enterprise CRM for 3,000+ Companies

    Built and maintained core CRM modules, lead management, and workflow automation over 4+ years, ensuring the platform reliably scaled to serve thousands of businesses.

Project Roadmap

4+ Years of Continuous Growth

An ongoing partnership powering an enterprise CRM for thousands of businesses

Core CRM Development

Built foundational CRM modules, lead management, and workflow automation for the platform.

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