# A custom CRM that replaces Airtable, with commissions per agent

> Leads, opportunities, payments, commissions per agent and permissions by role, in a CRM built around the sales process.

Source: https://fcgsystems.es/en/case-studies/custom-crm-with-agent-commissions/ · FCG Systems

- Client: Digital business with several sales reps selling at once
- Year: 
- Services: [Custom CRM and software](https://fcgsystems.es/en/services/custom-software/), [Academy and automation](https://fcgsystems.es/en/services/process-automation/), [Data, tracking and analytics](https://fcgsystems.es/en/services/data-tracking-analytics/)

## Context

A digital business with several sales reps selling at once. Its sales process lived in a system built on Airtable.

## Problem

The system never quite fit the whole sales process, and it relied on automations that kept failing.

## Constraints



## System built

- **Leads and opportunities:** A pipeline built on the stages of the real sales process, instead of a base bent to fit.
- **Payments:** The CRM includes payment tracking.
- **Commissions per agent:** Commissions are handled per agent inside the CRM itself.
- **Role permissions:** Each person sees and edits only what belongs to their role.

## Result

A CRM built around its sales process, with leads, opportunities, payments, commissions per agent and permissions by role.

## Learnings



Stack: CRM, Permissions