Managing leads, proposals, invoices, and client relationships across spreadsheets and disconnected tools was slowing us down. We needed a single system that tied everything together — from first contact to final invoice.
We built a full-stack CRM from scratch using Next.js on the frontend, PostgreSQL with Drizzle ORM on the backend, and NextAuth for secure authentication. The application features a visual deal pipeline, automated email sequences triggered by deal stage changes, and a client-facing portal.
Real-time chat log monitoring lets us track AI chatbot conversations as they happen, giving us immediate insight into what visitors are asking. Integrated Stripe billing handles invoicing and payment collection directly within the platform.
The result is a unified system that manages our entire sales operation — from lead capture through project delivery — without relying on expensive third-party SaaS subscriptions.