CRM

Panels that keep customers, quotes and the pipeline in one place.

CRM

Operations

A CRM is only worth what the sales team actually puts into it. That’s why the screens are derived from how the team already works: nobody fills in extra fields, and every customer’s latest status is visible at a glance.

Who it’s for

  • Sales teams tracking quotes and customers in spreadsheets
  • Service businesses that don’t fit the fields of an off-the-shelf CRM

Tools I use

  • Laravel
  • React
  • PostgreSQL
  • MySQL
  • Tailwind CSS

What gets built

  1. Customer and company records

  2. Sales pipeline and stages

  3. Quotes, meetings and tasks

  4. Email and notification flows

  5. Sales reports

Figure 1. Setting up CRM: the pieces go on the board in this order.

Chance

Got a project in mind? Let’s open the box: tell me what you want to build and I’ll prepare a proposal with the scope and a roadmap.