02Internal Business Tool

Mini CRM / Lead Management Tool

A custom internal tool for managing leads, contacts, follow-ups, and client communication in a more structured and efficient way.

Visit live site
LeadStatusNext
Acme ConstructionNewTue
Riverside DentalContactedTue
Northwind CafeProposalTue
Bright AutoWonTue

Project type

Internal Business Tool

Role

Product, design & engineering

Timeline

6–8 weeks

Tech stack

ReactTypeScriptPostgreSQLREST APIAuthWorkflow Design

Summary

A lightweight, business-shaped CRM that replaces spreadsheets with a clean workflow — making lead handling consistent, visible, and far less stressful.

The problem

Small teams often track leads manually across spreadsheets, emails and notes. This creates inconsistency, missed follow-ups, and almost no visibility into the sales process.

The solution

A focused CRM-style tool that centralizes leads and contacts, tracks status, stores notes, and organizes follow-ups. Built around the actual workflow of the team — not a generic template.

Key features

Built around real workflows.

  • Lead and contact overview
  • Status & pipeline tracking
  • Notes and activity history
  • Follow-up scheduling
  • Role-based access
  • Clean admin-style UI
  • Built for daily, real-world use

Gallery

Inside the project.

Branded login — dark premium UI, focused single-task screen, clear primary action.Auth
01Branded login — dark premium UI, focused single-task screen, clear primary action.
Dashboard overview — sidebar nav, KPI cards (customers, recent changes), and a recently-added feed give the team an instant operational pulse.Dashboard
02Dashboard overview — sidebar nav, KPI cards (customers, recent changes), and a recently-added feed give the team an instant operational pulse.
New customer form — business-shaped fields (investment size, affiliate ID) capture exactly the data the workflow needs, nothing more.New Lead
03New customer form — business-shaped fields (investment size, affiliate ID) capture exactly the data the workflow needs, nothing more.

"We finally see every lead in one place. Nothing slips through anymore."

Operations lead, services company

What this demonstrates

Strength in building practical internal tools, designing structured workflows, and translating real business processes into clean digital systems.

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