CRM for Companies
Custom customer relationship and client lifecycle workflow system
A comprehensive, multi-role client management system built to centralize lead capture, deal pipelines, client interaction history, and automated invoice tracking.
Commercial teams were relying on fragmented spreadsheets, scattered email threads, and untracked follow-ups. This caused lost deal opportunities, inconsistent client communications, and lack of visibility for management into representative activities.
Engineered a centralized web platform featuring role-based dashboards (Admin, Sales Rep, Account Manager), interactive Kanban pipeline stages, automated client interaction timelines, and PDF quotation generators.
- Role-based access control with granular permission matrices
- Fast client search with multi-field database indexing
- Exportable audit logs and activity histories for compliance