CRM & Business Systems
One central system for customers, inquiries, quotes, contracts, projects and communication — on Postgres with Row-Level Security, a custom admin panel and a clean audit trail.
Problem
Growing businesses run on fragmented tools: inbox for leads, spreadsheets for quotes, WhatsApp for status, a cloud folder for documents. The gaps create friction, errors and lost leads.
Architecture
Stack
Example flow
- 01Inquiry captured → structured lead data + scoring
- 02Owner assignment → confirmation email + admin push
- 03Quote generated → PDF in storage → signed link via email
- 04Contract signed → audit log + project creation + portal access
Deliverables
- Data model with roles (public / customer / admin)
- Admin panel with CRUD, filters, bulk actions
- Customer portal with auth & document access
- Audit log on every mutation
- GDPR-compliant email pipeline (unsubscribe, logs)
Related case study
Rafael ConstructionsFAQ
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