Custom CRM Dashboard
A centralized CRM workspace for pipelines, clients, permissions and operational reporting.
The challenge
Sales data was scattered across spreadsheets and disconnected tools.
Sales pipeline and client-management system with role-based access control.
Outcome
Cut admin time by 35%
A focused product experience designed around reliability, clear workflows and scalable foundations.
What was built
- Sales pipeline
- Client profiles
- Role-based access
- Reporting dashboard
Architecture
Next.js + TypeScript + PostgreSQL + RBAC
Next.jsTypeScriptPostgreSQLRBAC
Delivery approach
- Mapped sales pipeline and client workflows
- Built centralized client records
- Implemented role-based permissions
- Added reporting and operational views
Business benefits
- Less spreadsheet administration
- Centralized client data
- Clearer sales visibility
Frequently asked questions
Can the CRM connect to existing systems?
Yes. APIs and imports can connect the CRM to existing business tools.
Can roles and permissions be customized?
Yes. RBAC can be tailored to teams, branches and approval workflows.
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