Business Software · In Development
Business CRM / Management System
A custom CRM concept designed to manage leads, customers, appointments, projects, documents and follow-ups.
Overview
A lightweight CRM built around the day-to-day needs of a small service business: leads in, jobs tracked, nothing falling through the cracks.
Client / Industry
Small service businesses
Problem
Leads and follow-ups were tracked informally, making it easy to lose momentum with a warm enquiry.
Solution
A CRM with pipeline stages, appointment scheduling and per-customer document storage, built to stay simple rather than replicate every feature of enterprise CRMs.
Key Features
- Lead pipeline with configurable stages
- Appointment and follow-up scheduling
- Per-customer notes and document storage
- Basic reporting on pipeline activity
Development Process
- Defined the minimum feature set for a small business
- Built the data model for leads, customers and jobs
- Implemented pipeline and scheduling views
Results
In development — core pipeline and scheduling views are functional in a test environment.
Challenges
Keeping the feature set minimal without cutting anything genuinely useful.
Future Improvements
Email integration for automatic follow-up logging, and reporting exports.