PipeView — Development Story

CLIENT

About the client

A leading domestic “B2B Sales Organization” driving enterprise sales.

The B2B Sales Organization handles high-value deals (¥10M–¥50M) for enterprise clients across multiple industries. Sales reps managed deals in individual Excel files, and managers relied on weekly meetings to grasp the status. Quotes, contracts and invoices were each created from separate templates, disconnected from the deals.

With the goal of “every sales rep sharing one pipeline on the same Kanban, and auto-generating everything from quote to invoice off the deal,” we built an in-house CRM SaaS. 10+ modules implemented in React + Antd, a Kanban UI via react-trello, and a real-time KPI dashboard with chart.js.

Deal size handled

¥10M-50M /deal

CRM modules

10+ Feature integration

Industries served

Multi E-commerce / Finance / Manufacturing / Logistics …

BUSINESS FLOW

STEP

Deal registration

Create deals linked to customer information

STEP

Progress on the Kanban

Stage moves: Proposal → Negotiation → Approval → Contract

STEP

Auto document generation

Generate quote → contract → invoice in one click

STEP

KPI visualization

Instantly grasp pipeline, win rate and revenue

CHALLENGE

Design challenges to solve

The four structural requirements demanded of the platform.

None of these are technology-choice problems; they are business requirements tied directly to deal visibility, document linkage, customer-DB integration and KPI immediacy.

① If deal management is left to Excel, person-dependency becomes entrenched

If each sales rep manages deals in Excel,managers can only grasp the status in weekly meetings。

② If documents are created in separate tools, consistency is lost

If quotes → contracts → invoices are created in separate Word files,Consistency checks on amount, customer name and due date it becomes manual work every time.

③ If customer DBs are scattered by department, duplicates and inconsistencies arise

the same company gets registered in multiple DBs,Master-data consistency is always a problem.

④ If KPI aggregation runs monthly, decisions are delayed

If pipeline and win rate are tallied at month-end,missing early-intervention opportunities deals keep growing.

ARCHITECTURE

The architecture we built together

Turning sales activity into a “never-stalling platform” across four domains.

We built the CRM platform supporting the B2B Sales Organization's sales activities in-house, from scratch. All four structural requirements — pipeline visibility, document linkage, customer-DB integration and a KPI dashboard — are delivered in a single React SPA.

Domain ①

Pipeline visualization

Challenge

If deal management is left to Excel, person-dependency becomes entrenched.

Solution

Everyone shares the same screen via the react-trello Kanban UI

Drag-and-drop across 6 stages (Proposal / Negotiation / Approval / Contract), with win-probability % shown

Domain ②

Document linkage

Challenge

If documents are created in separate tools, consistency is lost.

Solution

Deal → Quote → Contract → Invoice, auto-linked

A template-generation feature (GenerateText) auto-creates documents from deal data, with automated consistency checks

Domain ③

Customer-DB integration

Challenge

If customer DBs are scattered by department, duplicates and inconsistencies arise.

Solution

Companies / Contacts unified master

The company × contact hierarchy is consolidated into one DB; all deals and invoices reference this master

Domain ④

KPI Dashboard

Challenge

If KPI aggregation runs monthly, decisions are delayed.

Solution

Real-time visualization with chart.js

Live data fetching with react-query; pipeline value, win rate and revenue charted instantly

TECH STACK

Frontend

React

Ant DesignT react-trello

styled-components

Bootstrap

State / API

Redux

react-query

react-hook-form

Axios

Viz / Build

chart.js

Webpack

ESLint

IMPACT

The value the platform creates

The B2B Sales Organization's “sales efficiency” accelerates.

This platform continuously delivers business outcomes — deal visibility, less document work and instant KPIs — not just technical metrics.

① Foundation that maximizes deal visibility

Managers can see the status of every deal on the Kanban at any time, without waiting for weekly meetings.

② Design that compresses document work

Quotes, contracts and invoices are generated in one click, freeing sales time to focus on customers.

③ Architecture that centralizes the customer DB

The company × contact master is consolidated into one — no duplicates or inconsistencies.

④ Design that enables early intervention

Because KPIs are visible in real time, early intervention on at-risk deals improves the win rate.

Excel-managed sales deals,to a CRM linked with Kanban.

A leading domestic “B2B Sales Organization” driving enterprise sales.

The four structural requirements demanded of the platform.

Turning sales activity into a “never-stalling platform” across four domains.

The B2B Sales Organization's “sales efficiency” accelerates.

Experience the B2B Sales Organization's workflow in a live demo.