INTERNAL TOOLS — 3-5 WEEKS

CRM&DashboardSystem

Role-based dashboards with smart notifications, approvals, and automated workflows.

THE CHALLENGE

Amid-sizeagencymanagedclientrelationshipsacrossNotion,GoogleSheets,andSlack.Nosinglesourceoftruthmeantdealsfellthroughcracksandhandoffsbetweenteamswerechaotic.

THE APPROACH

WedesignedaunifiedCRMwithrole-basedviews—salesseespipeline,deliveryseestimelines,leadershipseesrevenue.Addedsmartnotificationsthatsurfacewhatmatterstoeachrole.

THE SOLUTION

A custom CRM and dashboard system with automated workflows for approvals, task assignments, and client communication. Integrates with existing tools so nothing changes overnight.

RESULTS

100% pipeline visibility for leadership

Deal close rate improved by 22%

Client onboarding time cut from 5 days to 1

Zero deals lost to handoff gaps in 6 months

Built with

6 technologies

React

Node.js

PostgreSQL

Prisma

Tailwind CSS

Resend

React

Node.js

PostgreSQL

Prisma

Tailwind CSS

Resend

React

Node.js

PostgreSQL

Prisma

Tailwind CSS

Resend

Tailwind CSS

Prisma

PostgreSQL

Node.js

React

Resend

Tailwind CSS

Prisma

PostgreSQL

Node.js

React

Resend

Tailwind CSS

Prisma

PostgreSQL

Node.js

React

ReactNode.jsPostgreSQLPrismaTailwind CSSResendReactNode.jsPostgreSQLPrismaTailwind CSSResendReactNode.jsPostgreSQLPrismaTailwind CSSResend

Production ready

Next step

Let’sBuild.

Let's talk