Product screens 06
- 01 Deal pipeline
- 02 Client card
- 03 Invoices and delivery notes
- 04 Recorded calls
- 05 Margin dashboard
- 06 Access roles
A CRM for a wholesale company that replaces several separate tools with one interface. A deal moves from enquiry to payment, and a manager sees everything about a client on one card.
- Deal pipeline Enquiry → invoice → shipment → payment, with drag-and-drop cards.
- Documents Invoices and delivery notes generated from deal data by template.
- Telephony Twilio calls attached to the deal together with the recording.
- Roles & access Sales, warehouse and management each see only their own data.
Three separate tools — CRM, warehouse and telephony — did not share data. Managers tracked deals in spreadsheets, and leadership could not see real margins.
We built a custom CRM on React + Node.js: wholesale pipelines (lead → invoice → shipment → payment), telephony integration with call recording, access roles and real-time margin dashboards.
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Before CRM, warehouse and telephony share no data; deals live in Excel.
After One CRM: a deal moves through request, invoice, shipment and payment.
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Before Calls live apart from deals.
After A call is attached to its deal together with the recording.
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Before Management cannot see the real margin.
After A real-time margin dashboard.
03 · The client’s path
How a person moves through the product, from the first step to the result the business needs.
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A request arrives
The manager opens a deal — everything about the client in one card.
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An invoice from a template
The document is built from the deal’s data.
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Shipment
The warehouse sees only its own data and actions on the deal.
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Payment and margin
The deal closes and the director sees the margin on the dashboard.
04 · What is inside the project
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A wholesale pipeline: lead → invoice → shipment → payment
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Access roles and a per-deal communication history
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A dashboard of deal value split by stage
Within 2–3 months, managers spend 30–40% less time on documents and stock levels, and no order gets lost between Excel and messengers. A guideline, not a promise.
05 · Architecture
How the product is put together: from what the user sees to the data and services behind it.
- User Opens the site on a phone or a computer
- Interface What a person sees and taps
- React
- Logic Rules, roles and scenarios
- Node.js
- Data & integrations Where the data lives and what the product talks to
- PostgreSQL
- Twilio API
06 · How a project like this is built
Total: 14 weeks- Brief & research Goals, audience, page structure and what the product must do
- UX/UI design Prototype, design of the key screens and the mobile version
- Development Front end, CMS, integrations and animation
- QA & launch Device testing, speed, SEO groundwork and launch
Typical phase split for a project of this size
07 · Services in this project
- CRM development and business process automation · a custom CRM Three rungs: process automation on ready services, a custom CRM built around your scenario (pipelines, tasks, documents) and a CRM with an AI module. Telephony, mail and warehouse integrations.
- Price
- from $3,614 (₴150,000)
- Timeline
- 6–10 weeks
- Web App & SaaS Development Complex products on Angular, React and Vue: dashboards, internal systems, APIs and cloud infrastructure.
- Price
- from $4,819 (₴200,000)
- Timeline
- 10–14 weeks
- AI integration: chatbots & smart automation AI agents inside your product: a chatbot for your site and messengers, automated request and document handling, smart answers and suggestions. OpenAI, Claude and RAG over your own data — wired into your CRM. And a ready-made DEXA Chat: enquiries and the whole conversation land in your Telegram.
- Price
- from $723 (₴30,000)
- Timeline
- 4–8 weeks
Solutions for a specific job
Ready-made scenarios for your case — with examples and indicative pricing.
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