Custom CRM & Sales Dashboard

The challenge

Deals lived in personal spreadsheets and email threads. Nobody had a reliable view of the pipeline, follow-ups depended on memory, and reporting meant manually stitching files together at the end of each month.

The approach

How the project moved from problem to working system.

1. 01

   Understand the sales motion

   Document stages, hand-offs, and the numbers leadership actually needed.

2. 02

   Design the data model

   Define leads, contacts, deals, activities, and permissions.

3. 03

   Build the CRM

   Develop the Laravel application with pipeline views and activity tracking.

4. 04

   Integrate and migrate

   Connect email and calendar, then import existing spreadsheet data.

5. 05

   Roll out

   Train the team and refine dashboards based on real usage.

Tech stack

• Laravel
• MySQL
• REST APIs

The result

The whole team works from one pipeline with clear ownership and next steps on every deal. Reporting that used to take hours is now a live dashboard.