CRM Development Portfolio

Customer systems built around the pipeline a team already runs — and the migrations that got their history into them without losing a record.

  • Custom Pipelines
  • Data Migration
  • Lead Routing
  • Follow-Up Automation
  • Customer Portals

Selected work

CRM & Dashboard Systems We Have Built

Sales, HR, fleet and finance systems with the screens a team actually lives in — pipelines, records, scheduling and reporting. Hover any card to walk through its pages.

CRMS — Executive Sales CRM — full page preview
01 Sales CRM

CRMS, Executive Sales CRM

A full sales CRM covering the executive view, deals, leads and pipeline — every stage of the funnel with the dashboards and drill-downs a sales lead needs to run a week.

  • Bootstrap 5
  • Pipelines
  • Reporting
NexLink — CRM Admin Dashboard — full page preview
02 Sales CRM

NexLink, CRM Admin Dashboard

A CRM admin suite spanning sales, finance, deals and customers, with a component library, chart-driven reporting and a right-to-left build alongside the default.

  • Bootstrap 5
  • ApexCharts
  • RTL
Jampack — CRM & Project Workspace — full page preview
03 Sales & Projects

Jampack, CRM & Project Workspace

A combined CRM and delivery workspace — contact records, a drag-and-drop deal pipeline, project boards and invoicing in one place instead of three tools.

  • Kanban
  • Pipeline
  • Contacts
Manez — HRM & CRM Platform — full page preview
04 HR & CRM

Manez, HRM & CRM Platform

A dual HR and CRM platform: employee records, attendance, payroll and leave on one side, leads and deals on the other, sharing a single company directory.

  • HRM
  • Payroll
  • Deals
Taxi CRM — Fleet Booking System — full page preview
05 Fleet & Dispatch

Taxi CRM, Fleet Booking System

A dispatch CRM for a taxi operation — booking intake, vehicle availability, driver allocation, zone and fare masters, and payment collection across the fleet.

  • Bookings
  • Dispatch
  • Payments
SmartHR — HR & Recruitment CRM — full page preview
06 HR Operations

SmartHR, HR & Recruitment CRM

An HR operations system covering recruitment, attendance, payroll and asset management, with per-function dashboards so each team lands on numbers that matter to them.

  • Recruitment
  • Attendance
  • Payroll
Vela — Analytics & CRM Dashboards — full page preview
07 Analytics

Vela, Analytics & CRM Dashboards

A dashboard system with purpose-built views for CRM, sales, finance, ecommerce and logistics, sharing one design language and one reporting layer underneath.

  • Multi-tenant
  • BI
  • Dashboards
Dreams ERP — ERP & CRM Suite — full page preview
08 ERP

Dreams ERP, ERP & CRM Suite

An ERP built around a CRM core — customers and deals joined up with inventory, procurement, POS and finance, so a sale updates stock and ledgers in the same motion.

  • Tailwind
  • Inventory
  • Finance

A selection of crm development work. Detailed case studies, metrics and references are shared on request.

Methodology

Our Approach

The methodology behind every engagement, from first workshop to the retainer that follows launch.

  1. 01

    Pipeline Mapping

    We sit with the people doing the work and map the real stages, the decision points and the places records currently go to die.

  2. 02

    Data Model

    Objects, fields, relationships and permissions designed — including the custom objects a generic CRM would have forced you to fake.

  3. 03

    Migration Dry Run

    Your data extracted, deduplicated and loaded into staging, with a field-level reconciliation report you sign off before anything is final.

  4. 04

    Build & Automate

    Pipelines, views, dashboards, routing rules and follow-up sequences built, with integrations wired in as they are needed.

  5. 05

    Parallel Running

    The new system runs alongside the old one for a full cycle, so nothing is lost and confidence is earned before cutover.

  6. 06

    Adoption & Iterate

    Team onboarding, weekly active use measured for real, and the friction found in the first month fixed rather than trained around.

Common challenges

Ready To Trust Your Own Pipeline?

The problems clients usually arrive with — and how each one gets handled.

  • Nobody keeps the CRM updated.

    Because it asks for work it could do itself. Email, calls, meetings and form submissions get logged automatically, and mandatory fields are cut to the ones that change a decision.

  • Our data is a mess.

    That is the migration, and it is where most of our care goes. Extraction, deduplication and field-level reconciliation against the source, with a report you sign off.

  • Should we build or configure?

    Configure when your process is close to standard. Build when the platform forces you to misrepresent your model or licence cost scales badly. We will say which after the mapping session.

  • It has to work with our other tools.

    Two-way sync with finance, support, marketing and your website is standard, and we build middleware where a system has no usable API.

  • What happens to the old system?

    It stays available read-only until you are confident. Cutover happens after a full cycle of parallel running, not on a date chosen in advance.

Ready To Trust Your Own Pipeline?

Show us your current CRM — or the spreadsheet standing in for one. We will map the process, price the fix and tell you honestly whether a rebuild is warranted.