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CRM / 2026

CRM

Leads, follow-ups, tasks, quotations and support tickets in one place, with dashboards for sales and support teams.

  • Web
  • iOS
  • Android
  • API
CRM dashboard with total leads, new leads, follow-ups, missed follow-ups, traffic sources, conversion funnel and team load
CRM mobile My Work screen listing tasks assigned to the user with checklist progress, priority and overdue days

Overview

The CRM follows a customer from first enquiry to after-sales support. Leads come in from several sources and move through a pipeline from new to won, each with an owner, a product and a value, and missed follow-ups are counted on the dashboard so nothing goes cold.

Teams plan work on kanban task boards with checklists, comments, dependencies, time logs and due dates. Quotations are built in the app with the company's branding and GST details, then downloaded as PDF.

After the sale, every complaint becomes a ticket with a priority, an assignee and a due time, so the support team can see what is overdue at a glance.

Built with

  • React
  • Node.js
  • React Native
  • Expo

System architecture

3 parts, one backend. Every app reads and writes through the same API.

  1. CRM Web AppWeb
  2. Mobile AppiOS, Android
  1. Backend APIAPI
  • Database
  • PDF quotations
CRM Web App, Mobile App connect to Backend API, which uses Database, PDF quotations.

The parts

CRM Web App

Web

Sales pipeline, follow-ups, task boards, quotation builder, support tickets and team reports.

React

Mobile App

iOS, Android

The team's day on the phone: tasks assigned to me with overdue alerts, checklists, files and comments on each task, the support complaint queue, and an inbox of team alerts.

React Native, Expo

Backend API

API

Lead assignment, follow-up reminders, ticket deadlines and quotation PDFs.

Node.js