CRM Platform
A generic CRM had been abandoned because it demanded data entry that did not match how the team sold. Leads leaked between stages and forecasts were built from opinion rather than pipeline data.
- Project type
- Sales platform
- Industry
- B2B services
- Domain
- Business
- Delivery
- Pipeline and capture, then quoting and forecasting
Technologies
- React
- Spring Boot
- PostgreSQL
- Redis
- Email & calendar sync
- Data entry
- Mostly automatic
- Pipeline
- Custom stages
- Forecast basis
- Stage data
These describe scope and architecture. We do not publish performance figures we cannot substantiate.
Business problem
A generic CRM had been abandoned because it demanded data entry that did not match how the team sold. Leads leaked between stages and forecasts were built from opinion rather than pipeline data.
Our approach
We modelled the organisation's actual sales motion as explicit stages with entry criteria, then removed manual logging wherever possible by syncing email and calendar activity automatically.
Result
The pipeline reflects reality because updating it costs the team almost nothing. Forecasts are derived from stage data, and handovers survive staff changes because history stays with the record.
Key features
The capabilities that mattered most to the outcome.
- Custom pipeline stages with entry and exit criteria
- Multi-source lead capture including web and WhatsApp
- Quotation generation with approval workflow
- Territory, target and forecast reporting
- Automatic activity logging from email and calendar
Technologies used
Chosen for the requirement rather than by habit — we explain the trade-offs before building.
Your project would not necessarily use the same stack. We choose per requirement, and we will explain the reasoning before anything is committed.
Need something like this?
Tell us how your situation compares. We will outline what would carry over, what would differ, and what it would take to deliver.
Related work
Other systems in the same domain.
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- Business problem
- Operations ran on a growing set of spreadsheets shared over email. Status was whatever the last person remembered, approvals happened in chat, and monthly reporting took several days of manual consolidation.
- Result
- Operations now run from one system with a live status view and an audit trail. Management reporting is generated from source records rather than rebuilt each month, and process knowledge lives in the software rather than in individual memory.
Key features
- Configurable modules for enquiries, projects, vendors and payments
- Maker-checker approval flows with delegation
- Role-based dashboards from executive summary to task level
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- Result
- One storefront now serves both retail and trade customers with correct pricing for each. Product pages render fast on mid-range mobile devices, and the business owns its customer and order data outright.
Key features
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- Multi-warehouse inventory with reservation logic
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Retail & pharmacy
- Business problem
- Peak-hour queues were driven by billing software that required mouse navigation for routine actions, and any internet interruption stopped sales entirely. Stock and sales data only reconciled at long intervals.
- Result
- Counters keep operating through network outages, billing is faster per transaction, and stock, sales and tax records agree by construction rather than by periodic reconciliation.
Key features
- Keyboard-first billing with barcode scanning
- Offline mode with automatic reconciliation on reconnect
- Configurable tax slabs and compliant invoice formats
- React
- FastAPI
- PostgreSQL
- Redis
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Have a Project in Mind? Let’s Build It.
Tell us what your business needs. We scope the solution, recommend the right architecture and give you a clear plan — design, build, deploy, maintain and grow.