Sharcon CRM — Custom Agency Operating System
Designed and developed a fully custom CRM and internal agency operating system for SharconAI. The platform centralizes lead management, sales operations, client workflows, blog publishing, case studies, and internal team processes — all inside a single unified dashboard.
Max Lebedev
CEO of Sharcon LLC
15+ years in marketing and development. Leading a team of 30+ professionals at Sharcon.
Building a Custom Agency CRM & Operating System for Sharcon
🚀 Overview
As our agency scaled, managing clients, leads, internal operations, content, and sales workflows across multiple tools became inefficient.
We decided to build a fully custom internal CRM and Agency OS tailored specifically to our workflow.
The result was a centralized platform where the entire team could manage operations from one dashboard.
⚡ The Challenge
Traditional CRMs were too generic for our needs.
We needed a system that could:
- Manage incoming leads
- Track client pipelines
- Organize briefs and requests
- Publish blogs and case studies
- Help sales teams manage opportunities
- Centralize internal operations
- Provide a clean and simple interface for the entire team
Most existing platforms required multiple subscriptions and disconnected tools.
🛠️ The Solution
We designed and developed a fully custom Agency OS with a modern admin dashboard and centralized workflow management.
Core modules included:
Lead Management
- Centralized lead collection
- Contact form integrations
- Internal lead tracking
Pipeline System
- Sales pipeline management
- Client stage tracking
- Opportunity monitoring
Briefs Management
- Client onboarding forms
- Project request submissions
- Internal approval workflow
Blog & Case Studies CMS
- Publish and manage articles
- Manage portfolio case studies
- SEO-friendly content structure
Upsells Matrix
- Track missing services per client
- Identify revenue opportunities
- Improve client retention and expansion
Agency OS Dashboard
- Client health tracking
- Subscription management
- Team workflow visibility
- Centralized operational overview
🎨 UI & User Experience
A major focus of the platform was usability.
We created:
- Clean admin interface
- Fast navigation
- Role-friendly workflows
- Simple content management
- Minimal learning curve for team members
The result is a platform the entire company can use daily without complexity.
📈 Results
The platform helped us:
- Centralize agency operations
- Reduce dependency on multiple SaaS tools
- Improve team productivity
- Streamline lead management
- Organize internal workflows
- Scale operations more efficiently
💡 Conclusion
SharconAI CRM became the operational backbone of our agency — combining CRM, CMS, sales management, and internal workflows into one powerful custom platform.
Max Lebedev
CEO of Sharcon LLC
15+ years in marketing and development. Leading a team of 30+ professionals at Sharcon.
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