Custom CRM

CRM for customer management

Customers, enquiries, forms and tasks in one workspace. A custom CRM with role-based access and clear workflow stages.

Technologies and tools

React
TypeScript
Go
PostgreSQL

Solution diagram

Concept illustration

The task

Connect customer details, enquiry stages, completed forms and tasks into a coherent workflow.

The solution

A custom CRM was built with customer records, search and filters. Each enquiry has a permanent reference number; repeat enquiries are linked to the customer record. The interface supports manager and supervisor roles.

Capabilities

Customer records with contacts and an assigned owner. Search and filtering.
Four forms with drafts, customer links and completion progress. Responses are available according to access permissions.
Managers work with their own records; supervisors have an overview within their configured permissions.
Tasks and notes, with warnings about unsaved changes.
Contract dates and documents; protection against duplicate submissions.
A responsive web interface and sign-in.

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