Lead capture
Leads from website forms, WhatsApp and ads land in one inbox automatically.
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Sales CRM
Every lead, deal and follow-up — never lost again.
CRM & portalsWeb appConcept showcase
- Category
- CRM
- Platform
- Web app
- Key features
- 6
- Engagement
- Project / ongoing
Screens
Sales pipeline
New lead
Qualified
Proposal
Won
Leads+ New
Priya SharmaQualified
Arjun MehtaNew
Sara KhanProposal
Rahul NairWon
Revenue overview
Open deals64
Win rate38%
Pipeline value₹18.6L
Lead timeline
Can you share pricing for 20 users?
Sent the proposal — follow-up scheduled for Thursday 11:00.▤ Proposal_v2.pdf
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About this concept
A custom CRM that connects lead capture, a visual sales pipeline, follow-ups and revenue reporting.
An illustrative product concept that shows how we would approach this problem. It is not a delivered client project.
01The problem
Leads arrive from the website, WhatsApp and calls, then live in spreadsheets and inboxes — so follow-ups slip and nobody knows what the pipeline is worth.
02Who it’s for
Sales teams, agencies and service businesses that outgrew spreadsheets or a generic CRM that doesn’t fit how they sell.
03Our approach
Shape the CRM around your actual sales process: capture every lead automatically, give each deal an owner and next step, and report on what turns into revenue.
What it does.
Visual pipeline
Drag deals across your own stages with owners and next steps.
Contact history
Calls, emails, notes and documents on one timeline per customer.
Auto follow-ups
Reminders and message sequences so no lead goes cold.
Revenue reports
Pipeline value, win rates and source performance in real time.
Fits your tools
Connects with email, WhatsApp, accounting and your website.
How it works
From first tap to done.
- 01
Capture
Every enquiry becomes a lead automatically.
- 02
Qualify
Leads are scored and routed to the right owner.
- 03
Close
Deals move through the pipeline with clear next steps.
- 04
Measure
Reports show what brings revenue.
Built with
A modern, scalable stack.
Next.jsPostgreSQLWhatsApp APIEmail automation
Need something like this?
We can shape this concept around your business, your workflows and the tools you already use.
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