Problem
Pipeline updates and performance reporting were split across 3 separate spreadsheets, making weekly reviews take days and ownership hard to trust.
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
Delivery
- Mapped sales stages, reporting rules, and operator roles before touching schema or UI.
- Built Laravel + PostgreSQL services for pipeline events, rollups, and role-based access.
- Implemented a focused Next.js operator interface for updates, reviews, and manager visibility.
- Delivered Docker + Nginx deployment structure so the handoff was stable and recoverable.
Result
- Replaced 3-spreadsheet sprawl with one shared CRM — pipeline review cycle cut from ~2 days to ~15 minutes.
- Removed all manual reconciliation from weekly reviews; ops lead recovered an estimated 6+ hours/week.
- Role-based access, proposal PDF generation, and pricing engine shipped — operator returned for a 2nd engagement in a different vertical.
Tech stack
- Laravel
- Next.js
- PostgreSQL
- Prisma
- Docker
- Nginx