Scalable CRM for Homebuilder Sales
Industry
Residential Construction, Real Estate Development
Location
USA
Team size
5
Project information
A large US-based residential construction company with nationwide operations
Relied on IBM AS/400-based core systems that were no longer able to support the company’s scale. Fragmented tools, manual sales workflows, and the absence of a governance model created bottlenecks across regions and prevented integration with modern cloud services.
CodeIT replaced the legacy architecture with a scalable, governed CRM ecosystem built on Microsoft Dynamics 365 and Power Platform — establishing centralized pipeline management, process automation, and controlled platform growth across the organization.
Challenge
Legacy Core Platform
Core systems relied on IBM AS/400, limiting scalability and preventing integration with modern cloud services.
Fragmented Application Landscape
Multiple standalone tools created data silos, reducing visibility across customer and sales operations.
Manual Process Overhead
Manual workflows increased operational effort and slowed down sales cycle execution across regions.
Lack of Governance Model
Absence of governance led to uncontrolled environments, inconsistent deployments, and increased security risks.
Implementation
Discovery & Architecture
Conducted a structured discovery phase to map the existing application landscape, identify integration gaps, and define the target architecture. Designed a phased modernization roadmap aligned with the client’s operational requirements.
CRM Implementation
Deployed Microsoft Dynamics 365 Sales as the unified CRM platform. Centralized customer and pipeline data across all regions, replacing fragmented tools with a single system of record.
Application Modernization
Rebuilt legacy business applications using Power Platform — model-driven and canvas apps — to standardize user experience and accelerate internal delivery cycles.
Workflow Automation
Replaced manual and UI-based processes with Power Automate flows, reducing operational effort and improving consistency across sales teams.
Governance Setup
Implemented the Microsoft CoE Toolkit to enforce environment governance, control platform expansion, and reduce security risks associated with unmanaged deployments.
Business Value
Single Source of Customer Data
Consolidated fragmented pipeline and customer records into one system, eliminating data silos across regions.
Faster Reporting & Decisions
Centralized data improved reporting accuracy and reduced time needed to access operational insights.
Reduced Manual Effort
Automated workflows replaced repetitive manual tasks, freeing sales teams to focus on higher-value activities.
Lower Maintenance Dependency
Eliminated reliance on legacy AS/400 maintenance, reducing operational overhead and support costs.
Faster Internal App Delivery
Low-code platform enabled business teams to roll out new tools without relying on custom development cycles.
Controlled Platform Expansion
CoE governance enforced environment standards, preventing uncontrolled growth and reducing security risks.
Results
Less manual sales work
45–60%
Faster sales cycle
20–30%
Better pipeline visibility
30–40%
Technology stack
- Microsoft Dynamics 365 Sales
- Power Platform
- Canvas Apps
- Model-Driven Apps
- Power Automate
- Microsoft CoE Toolkit
Team
- Enterprise Architect
- Governance Architect
- Delivery Manager
- Dynamics 365 Engineers
- Power Platform Engineers