Excel-managed sales deals,a CRM linked with Kanban.
B2B Sales Organization — Deals, quotes, contracts, invoices and customer data linked in one CRM. The Kanban UI makes the pipeline visible to everyone, and everything from quote to invoice is auto-generated.
10+
CRM modules
Deals · Quotes · Invoices · Contracts
Kanban
Pipeline UI
Everyone sees it on the same screen
One click
Auto document generation
Quote → Contract → Invoice
Challenge
Before
Deal management was siloed in Excel, quotes/contracts/invoices were scattered across different tools, and customer data was run in separate DBs per department.
We want the whole team to see the deal pipeline
Progress is invisible under individual Excel management
We want everything from quote to invoice linked
Hand-written in Word every time
We want customer data consolidated into one DB
DBs scattered by department
We want real-time visibility into sales KPIs
Waiting until month-end to tally
Solution
After
Built 10+ CRM modules with React + Antd. Deals use a react-trello Kanban UI; quotes/contracts/invoices are auto-generated from templates; real-time KPI dashboard with chart.js.
