01
A home that tells you who to call
Late follow-ups in coral, today’s in gold, and the numbers that matter at a glance — new leads, open proposals, won this month and win rate.
Custom CRM Implementation
A custom CRM that takes every lead from first website brief to signed deal — a drag-and-drop pipeline, follow-ups that never slip, and branded proposals clients accept online.
- Role
- Product design & full-stack build
- Platforms
- Desktop and phone, in the browser
- Built for
- Studios, agencies & service businesses
- Scope
- End to end — database, security, screens, proposals, emails and website connection
01
The challenge
Leads arrive from a website form, Instagram, WhatsApp and referrals — then scatter across inboxes, chats and spreadsheets. Follow-ups get forgotten, proposals are PDFs lost in email, and nobody can say what’s in the pipeline or what it’s worth.
02
The idea
One private workspace for the whole sales journey. Every brief lands in the CRM on its own, every lead has a stage, a history and a next follow-up date, and proposals become branded pages the client opens, reads and accepts — moving the deal to Won by themselves.
Inside the CRM
From first brief to signed deal.
02
Every lead, one page
Change the stage in one tap, reach the client by Email or WhatsApp, read the full brief, log every call, and set the next follow-up — Tomorrow, 3 days or 1 week.
03
Proposals in minutes
Start from a service template, adjust the scope, timeline and pricing, and see exactly what the client will see — then send it with a personal message.
04
A proposal they open, not a PDF they lose
A branded page on your own domain. Every open is counted, so you know the moment the client reads it — and when to follow up.
05
Accepted online
Clear investment and deposit split, Accept with their name, a WhatsApp button for questions and Download PDF for their records. Accept moves the deal to Won and emails both sides.
- 06
Website briefs, straight in
The site’s contact form feeds the CRM: a New lead, an alert to you and an instant, branded reply to the client.
- 07
Fake emails stopped
Typos get a “Did you mean…?” fix; made-up and throwaway addresses are refused before they reach you.
- 08
Drag-and-drop pipeline
Move deals between stages with Undo, filter by service or source, and see each stage’s value add up.
- 09
Export to Excel
Every lead — or just the filtered ones — in one click.
- 10
Private by design
Only the owner can sign in, every record is locked down at the database level, and nothing shows up on Google.
- 11
Made for the phone too
Bottom tabs, one-tap Email and WhatsApp, and every screen reworked for mobile.
03
The build
Designed and built end to end — the database and its security rules, the CRM screens, the proposal pages, branded emails and the connection to the website form — then tested end to end, from a real brief to an accepted proposal, before launch.
Built around your process
Your stages, your services, your wording — not a generic tool you have to bend to fit.
Security first
Row-level security on every table, locked-down server functions and strict security headers.
Automations that matter
New-brief alerts, auto-replies, view tracking and Accept → Won all happen on their own.
Yours to keep
Your data, on your own domain — no per-user CRM subscription.
The result
Every lead in one place, every follow-up on time — and proposals clients accept online.