Custom CRM + Invoicing
Delve-Serwiz Application
Delve Serwiz Pvt. Ltd. · Faridabad
Zero
Lost Leads Due to Untracked Follow-ups
Real-time
Pipeline & Revenue Visibility
Centralised
Invoicing & Accounts
3–4 Mo
Delivery Timeline
The Problem
A Busy Events Agency with No System Behind It
Delve Serwiz manages corporate events, weddings, product launches, and award ceremonies across the NCR region. High-value, relationship-driven work — where a missed follow-up or a delayed proposal can cost a contract worth several lakhs.
Before this build, leads came in via various channels — referrals, direct calls, enquiry forms — and were tracked in a mix of WhatsApp messages and spreadsheets. Follow-up timelines were personal memory, not system reminders. Invoices were created in Word documents and emailed as PDFs. There was no single view of the pipeline, no record of which deals were in discussion versus quoted versus closed, and no reliable picture of where the month's revenue was coming from.
What We Built
A Pipeline-to-Invoice System Built for Event Management
Lead management with structured remarks and follow-up scheduling — no enquiry falls through without a next action
Event enquiry pipeline segmented by type — corporate events, weddings, conferences, product launches, and award ceremonies
Full audit trail from enquiry to closure — every status change, note, and document logged with timestamps
Management dashboard with live pipeline value, deal stage distribution, and revenue forecasting
Invoicing module — create, track, and send invoices directly from the CRM against closed deals
Accounts management — payment tracking, outstanding balances, and period-based financial summary
Tech Stack
PHP 8LaravelReactNext.jsMySQLPython
Results
Zero Lost
No enquiry dropped — every lead has a next action and a responsible team member
Live Pipeline
Management has real-time deal stage and pipeline value visibility
Fewer Errors
Invoicing pulled directly from deal records — no manual re-entry or discrepancies
Audit Trail
Full history of every deal — useful for disputes, reviews, and client re-engagement
