SaaS
Sales & Marketing
Admin Dashboard
CRM Dashboard
A CRM dashboard for leads, pipelines, tasks, follow-ups, teams, reports, and customer activity tracking.
Project Overview
What we built
A CRM dashboard for leads, pipelines, tasks, follow-ups, teams, reports, and customer activity tracking.
Project type
Admin Dashboard
Next.jsNode.jsPostgreSQLRedisRechartsAWS
Problem statement
Sales teams were managing leads, follow-ups, and reports across spreadsheets and disconnected tools.
Solution delivered
We built a CRM dashboard with lead capture, pipeline stages, task reminders, team views, notes, and reporting.
Key features
- Lead management
- Pipeline board
- Task reminders
- Team assignments
- Customer notes
- Sales reports
Business impact
- Better lead visibility and ownership.
- Reduced spreadsheet dependency.
- More consistent follow-up and reporting.
Development process
- Discovery workshops to clarify users, workflows, data, and success criteria.
- UX flows, system architecture, database models, and integration planning.
- Iterative development with QA, sprint reviews, cloud deployment, and launch support.
Technology Stack
Built with reliable technology
Next.jsNode.jsPostgreSQLRedisRechartsAWS
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