From lead to invoice, one record.
The custom CRM demo keeps sales, service assignment, approvals, and accounting on one record — so you always know where a request stands.
Results
- Sales, operations, and finance managed from a single screen
- Every approval and service assignment traceable to who did it and when
How it works
The product experience, step by step.
Step 1
See your day at a glance
Pipeline value, conversion rate, and today's priorities show up on the dashboard the moment you log in.
Step 2
Match the right service to the right customer
Pick from the service catalog, assign it to the customer, and the request moves straight into the approval step.
Step 3
Keep approvals moving, not waiting
Approve or send back multi-step requests from one screen, while who did what and when gets logged automatically.
Step 4
Show the result in numbers
Filterable reports turn sales, quote, and rep performance into a story you can bring to leadership.
Why this product
What makes it valuable.
One record, one truth
Sales, service, approval, and finance stay on the same record, so no request gets lost between inboxes.
Approval transparency
Every pending request shows exactly who it's waiting on, and for how long.
A daily operating rhythm
Call queue, tasks, and calendar sit in one place, so the team knows exactly where to start each morning.
Try it before you commit
The demo runs on mock data, so your team can experience the full product before it ever touches a live system.
Gallery
Product screenshots.
The challenge
With sales, service, approvals, and accounting scattered across different tools, no team could see where a request actually stood — ownership kept getting lost between inboxes.
The solution
We designed a modular CRM built around your process: every request stays on the same record from pipeline to service assignment, approval, and invoice — with who did what, and when, logged automatically.
Scope
- Sales tracking with real-time pipeline visibility
- Direct service-to-customer assignment from the catalog
- A multi-step approval flow that keeps requests moving instead of stalling
- WhatsApp, email, and quote actions managed from a single screen
- Accounting records and decision-ready reports
Technology
- Next.js
- TypeScript
- Tailwind CSS
- UI Prototyping