Case study / Software · 2026
Global Marketing & Sales, Inc.
A customer relationship management (CRM) system for travel and tourism marketing. GMS can organise contacts by country, review imports, and prepare outreach lists.
Keep offices in different countries separate.
01 / The need
GMS works in travel and tourism marketing across several countries. The team needs to find contacts for a specific country, city, company type, or destination.
Keep offices separate. A company can have offices in several countries that share a name or website. GMS needed to keep these records separate during imports and list preparation.
Read imported names correctly. Contact files can use different text formats. An incorrect format can damage accented names. The importer needed to read these files and let staff review the records.
Test the approach before commitment. Laura’s letter describes concerns about subscription fees for sales features GMS did not need. A working example helped the team assess a custom system.
02 / The build
Company and contact records connect to import checks, filters, and list tools. The system supports five main tasks.
The importer accepts CSV and spreadsheet files. It recognises common English, Spanish, and Portuguese column names and checks mapped records. Windows-1252 text support helps preserve accented names. Batch records and rollback controls support import review.
Duplicate checks compare country as well as company details. This reduces the risk of combining offices from different countries when they share a name, website, or email address.
The list builder checks for contacts from different countries. Some export and copy options ask for confirmation when a list contains more than one country. Staff review the intended recipients.
Country, city, company type, and destination filters work together. Staff can use these fields to prepare a contact list for a specific task.
An optional import setting sends contacts without a country to Needs Review. Staff can record a reason for a Special / Global contact. These records stay separate from country views until reviewed or deliberately selected.
Built withReact · TypeScript · Supabase · Vercel
03 / In practice
The CRM was released, with follow-up changes to contact entry and company search. Laura’s September 10, 2026 recommendation describes the development and testing process.
What changed
From GMS
Laura describes a useful working example, a flexible development process, and quick adjustments during testing. Her full recommendation appears below.
04 / Design decisions
Country affects both company matching and the selection of an outreach list. The design gives staff ways to review missing or conflicting information.
A shared name or website does not establish that two offices belong in one record. The import process compares country and company details.
An import can use the source country, a country selected for the batch, or a review route. Staff can then resolve records that need more information.
Column mapping, record checks, and country review help staff correct source problems. These controls do not establish that every imported value is correct.
Ongoing work
Staff still review imported records. Hosting, handover, and support are handled separately. New marketing connections need an agreed scope.
September 10, 2026
To Whom It May Concern,
I am pleased to recommend Nest Digital for its ability to deliver practical, customized technology solutions that respond directly to the needs of small and mid-sized businesses.
At Global Marketing & Sales, Inc. (GMS), we needed a platform to manage our database and support our marketing activities. Most available CRM systems are built primarily around sales functions and involve substantial monthly subscription fees, many of which would have covered features our organization did not require. We therefore decided to explore the development of a customized solution that would provide the functionality we needed while giving us greater control and ownership of the platform.
Nest Digital distinguished itself from the outset through its responsiveness and ability to understand our business requirements quickly. Before we had even committed to the project, the team created a working representation of how our customized database could look and function. This gave us confidence in both the proposed solution and Nest Digital’s ability to execute it effectively.
The development process was efficient, collaborative and flexible. Nest Digital translated our needs into a practical, user-friendly system, incorporated our feedback throughout the testing phase and made adjustments quickly. Their hands-on approach made the entire process straightforward and required minimal effort from our team.
Solutions like this are particularly important for small and mid-sized businesses. By developing tools around the company’s actual workflows, Nest Digital enables businesses to control their costs, own their systems and adopt technology that can evolve with their operations.
We confidently recommend Nest Digital to organizations seeking responsive, customized and cost-effective digital solutions. Their combination of business understanding, technical capability, speed and flexibility made them a valuable partner to GMS.
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