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Case Study

Case Study: Rubic CRM — High-Velocity Sales Automation

July 11, 2026 · 6 min read

The Challenge: Messy sales workflows

Traditional CRMs are either too complex or lack customization. Our clients needed a lightweight, high-performance customer relationship manager that integrated email tracking, lead pipelines, and document signing natively.

Additionally, the platform had to be built on a secure multi-tenant architecture so different departments could access isolated customer data safely.

The Solution: React and Node.js CRM

We engineered Rubic CRM using Next.js and Supabase. We designed secure Postgres Row-Level Security (RLS) policies to isolate tenant data, ensuring absolute security.

We integrated real-time drag-and-drop kanban boards using React, automated email outreach sequences, and custom document upload templates with audit logs.

The Impact: Automated lead management

Rubic CRM reduced lead-response time from 2 hours to under 5 minutes through automated webhook integrations, directly increasing lead-to-opportunity conversion by 28%.

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