Smart CRM
The CRM we built for ourselves, now running 10+ companies
A multi-company CRM that runs contacts, deals, cold calling, attendance and payroll in one place, currently used by 10+ companies.
The Problem
Our own sales, cold-calling and delivery teams were running on spreadsheets and WhatsApp threads, with no clear ownership, no permissions and no record of who changed what. Off-the-shelf CRMs charged per seat, kept the data on their servers and had no idea what a cold-calling list or an attendance sheet was, so the business kept bending itself around the tool.
What We Delivered
- 1
One system of record for contacts, companies and deals, linked in any combination, with a custom properties engine that adds new fields from the admin panel without a database migration and an append-only timeline that doubles as the audit log.
- 2
Configurable pipelines with drag-and-drop kanban boards and a full stage history, so every deal shows where it is, how long it sat in each stage and how it got there.
- 3
A dedicated cold-calling workspace with per-caller lead lists, nine call outcomes, attempt counters, follow-up reminders and lead sharing, kept apart from contacts so raw prospects never clutter the customer database.
- 4
Team operations built in rather than bolted on: sign-in attendance and time in app, leave requests, payroll calculated from real attendance, employee contracts, payment milestones and one deadlines calendar that brings them together.
- 5
Real-time team messaging and notifications, an analytics dashboard, saved views, CSV import with duplicate detection and a phone-friendly layout, all in one fast, server-rendered app.
- 6
Multi-company tenancy from a single deployment: each company gets its own domain, branding, sign-in rules and set of modules, isolated at the database layer and protected by passkeys, two-factor sign-in and 15-minute rotating sessions.
Key Results
companies running their daily sales and operations on it
modules, from pipelines and cold calling to attendance and payroll
deployment serving every company, each with its own domain, branding and modules
