Sales, services and approvals as one.
The custom CRM demo unifies pipeline, customer tasks, service assignment, approval inbox, quotes, and accounting in a modern UI.
How it works
The product experience, step by step.
Step 1
Track sales with KPIs
See pipeline value, conversion, and daily operations at a glance on the dashboard.
Step 2
Assign from the catalog
Assign maintenance, consulting, and support packages to customers and send them for approval.
Step 3
Manage the approval inbox
Approve, reject, or send back multi-step requests — every step is logged.
Step 4
Measure with reports
Inspect sales, quotes, and rep performance with filterable charts and tables.
Why this product
What makes it valuable.
Modular structure
Sales, ops, services, finance, and system screens are clearly grouped.
Approval visibility
Pending requests are tracked from the inbox and dashboard.
Operational rhythm
Call queue, tasks, calendar, and meeting notes carry the daily work.
Demo-first
All data is mocked so you can feel the product without a backend.
Gallery
Product screenshots.
The challenge
Sales, customer services, approvals, and accounting lived in disconnected tools, so teams lacked a single source of truth.
The solution
We designed a modular custom CRM: lead tracking, service assignment, approval inbox, quotes, accounting, and user-based activity logs in one experience.
Scope
- Sales pipeline and lead statuses
- Service catalog and customer assignments
- Multi-step approval workflows
- WhatsApp, email, and quote actions
- Accounting, reports, and audit log
Technology
- Next.js
- TypeScript
- Tailwind CSS
- UI Prototyping
Results
- Sales, operations, and finance visibility in one screen
- Traceable approval and service-assignment flows