← All work
CRM Solution
A CRM shaped around the sales process, integrated with delivery systems.
- Industry
- Enterprise Operations
- Services
- Custom Software · Integrations · Automation
- Platform
- Web + API
- Year
- Year TBC
Placeholder · replace with verified data
Project visual · placeholderWeb + API
01
The Challenge
Generic CRM tools not matching the sales process, leaving data scattered across tools.
02
Our Approach
- 01Capture the actual sales stages
- 02Build pipeline and contact model
- 03Automate repeated tasks and integrate downstream
A tailored CRM with pipeline views, automations and integrations to quoting and delivery.
03
System Architecture
4 layers · 9 system components
04
UX / UI
Pipeline-first layout with quick actions and minimal data-entry friction.
Key screen · image placeholder
Workflow · image placeholder
Component system · image placeholder
05
Engineering
- Automation rule engine
- Email sync
- Reporting views
06
Technology Stack
- Next.js
- NestJS
- PostgreSQL
- Redis
07
Outcome
Sales activity connected to delivery in one place. Verified outcomes to be added.
What this demonstrates
Delivery of a connected system rather than isolated screens: 4 architectural layers, 3 service disciplines and a defined technology stack working together.