Cliky Case Study: AI-Powered Sales CRM Platform

- ⚡ How Our Forward-Deployed Engineers Helped

Competitive SaaS Strategy:: Our FDEs worked directly with Cliky's founding team for 5 months, developing go-to-market strategy, positioning against Salesforce, and building differentiated AI-powered features that competitors couldn't match.
Multitenant Architecture:: Designed and implemented scalable SaaS architecture supporting thousands of organizations with isolated data, custom workflows, and white-label capabilities for enterprise clients.
AI-First Development:: Integrated machine learning for lead scoring, automated follow-ups, intelligent workflow triggers, and predictive analytics—providing competitive advantage over traditional CRMs.

- 🛠️ What We Built

Complete CRM Platform:: React/Node.js SaaS platform with lead management, opportunity tracking, pipeline visualization, automated nurturing, and advanced sales analytics with AI-powered insights.
Mobile Sales Apps:: Native iOS/Android apps with offline capabilities, GPS tracking, meeting scheduling, document sharing, and real-time sync for field sales teams.
AI Workflow Engine:: Custom rule engine with machine learning models for lead scoring, automatic task creation, intelligent follow-up sequences, and personalized communication recommendations.
Enterprise Integration Hub:: API-first architecture with Salesforce migration tools, email marketing integration, calendar sync, and custom webhook support for enterprise clients.

- 💻 Technology Stack

Frontend & Mobile:: React with Redux, React Native for mobile apps, TypeScript, Material-UI for consistent design system
Backend & API:: Node.js with Express, GraphQL API, PostgreSQL with multitenancy, Redis for caching, JWT authentication
AI & Analytics:: Python ML services, scikit-learn for predictive models, Apache Kafka for event streaming, custom analytics engine
Infrastructure:: AWS ECS containers, RDS Multi-AZ, ElastiCache, CloudFront CDN, comprehensive monitoring with New Relic

- 📈 Measurable Business Outcomes

40% Higher Conversion Rates:: AI-powered lead scoring and automated nurturing sequences increased qualification rates and deal closure across all client organizations using the platform.
60% Shorter Sales Cycles:: Automated workflows, intelligent task prioritization, and real-time collaboration tools accelerated deals from initial contact to closed-won status.
10K+ Active Sales Users:: Platform scaled to serve thousands of sales professionals across hundreds of organizations with 99.9% uptime and consistent user satisfaction scores above 4.8/5.
Enterprise Client Success:: Successfully competed against Salesforce and HubSpot, winning enterprise contracts worth $2M+ ARR with superior AI capabilities and competitive pricing.

- 💬 Testimonial

"Rupantar's Forward-Deployed Engineers didn't just build our CRM—they became our technical co-founders in the truest sense. They understood the competitive landscape against Salesforce and helped us identify AI-powered differentiators that became our key selling points. The 40% improvement in conversion rates and enterprise wins worth $2M+ ARR were direct results of their strategic product thinking and flawless execution."

Partnership Impact:

Duration: 5-month intensive SaaS platform development partnership
Team Integration: Embedded with founding team, competitive strategy development, AI feature leadership
Delivery Model: Full-stack development with strategic product guidance and market positioning
Post-Launch: Continued advisory for enterprise sales and scaling to 10K+ users

Cliky: AI-Powered Sales CRM Platform

🎯 The SaaS Challenge

Partnership Impact:

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Forward-Deployed Engineers

🏢 Rupantar Technologies