Enterprise CRM - Sales Pipeline & Performance System

Designed and delivered a custom CRM that centralized pipeline tracking and performance reporting into one operational workflow.

Problem: Sales pipeline updates and performance reporting lived across disconnected files, causing slow reviews and unclear ownership.

  • Had to fit active sales operations with minimal disruption
  • Needed role-based access for contributors and managers
  • Created one source of truth for pipeline movement and performance snapshots

Problem

Sales pipeline updates and performance reporting lived across disconnected files, causing slow reviews and unclear ownership.

Constraints

  • Had to fit active sales operations with minimal disruption
  • Needed role-based access for contributors and managers
  • Deployment target required Docker + Nginx with predictable recovery

Approach

  • Mapped sales stages and reporting logic before schema design
  • Built backend services in Laravel with PostgreSQL for pipeline events and rollups
  • Implemented the operator UI in Next.js with focused workflows for data entry and reviews
  • Containerized stack with Docker and Nginx for stable deployment handoff

Results

  • Created one source of truth for pipeline movement and performance snapshots
  • Reduced manual reconciliation during weekly check-ins
  • Delivered a modular base ready for future sales ops features

Tech stack

  • Laravel
  • Next.js
  • PostgreSQL
  • Docker
  • Nginx

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