This example project explores a SaaS CRM platform centered on pipeline clarity. Leads move through configurable stages, staff record activities, managers track pipeline value, and conversion rules keep status from drifting away from the board state.
The Problem
Many CRMs become cluttered because the data model does not match the sales workflow. Stages, sources, statuses, tasks, notes, owners, and conversions all need to stay consistent while remaining easy for staff to use.
The Approach
The platform treats lead stages and lead sources as configurable account-level records. Moving a lead updates status based on the target stage, records activity, and refreshes pipeline metrics. Role-based policies protect who can configure the pipeline, assign leads, convert records, and view branch-level data.
What It Shows
- Configurable pipeline columns with terminal won/lost semantics.
- Lead activity history and task follow-up paths.
- Dashboard metrics derived from the same pipeline source of truth.
- API-first architecture suitable for web, mobile, and automation later.
Outcome
Example project: shows how RBAC, pipeline semantics, activity history, and dashboard UX can be structured for a production CRM.