Back Office & Internal Tools / Sales CRM

Sales CRM

From first contact to go-live, with real activity showing who to chase next.

Fully Bespoke

Built entirely around the client's needs

None of these systems started from a template or an off-the-shelf product. Each one was designed from scratch around the client's requirements, workflows and existing tools, then built, tested and refined with their team until it fitted how they actually work.

Login with Microsoft

Staff sign in with the Microsoft 365 accounts they already use. No extra passwords, and access ends when someone leaves the company.

Their Process, Their Language

Every stage, field, priority and report is modelled on how the client's team works, using the terms they already use.

Hooked Into Office 365

Connected to the client's Office 365, so every email, phone call and Teams meeting is tracked against the right customer automatically. Nobody has to log their activity by hand.

Owned, Not Rented

No per-seat licences or vendor lock-in. The client owns the system and it changes when their business does.

Built To Order, Including

  • -Login with Microsoft (Microsoft 365 single sign-on)
  • -Kanban pipeline boards with drag-and-drop stages
  • -Lead-quality scoring and chase, revisit or leave priorities
  • -MCP servers so AI assistants can search, update and report
  • -Office 365 tracking of emails, calls and Teams meetings
  • -Integrations with their own product, Stripe and email marketing
  • -Secure customer and partner portals
  • -Live product usage tracking
  • -Stripe Connect payments
  • -Reporting dashboards and APIs
  • -Audit trails and automated tests

The Brief

A CRM that logs the work for you

Off-the-shelf CRMs rely on people logging their work. This one reads it directly from Microsoft 365, matching emails, meetings and Teams calls to the right record automatically.

It then scores each lead on fit, value and how well the prospect responds, and turns that score into a clear priority. Customers can follow their own progress on a secure status page.

Built With

Laravel 13
Livewire 4
Tailwind CSS v4
MySQL
Microsoft sign-in
REST APIs

Client name withheld. Built for a B2B software company as part of a suite of connected internal systems.

Features

01

Pipeline

  • -One record moves from staging company to lead to sale, keeping its contacts and history throughout
  • -14-stage sales process, from inquiry to contract, onboarding, training and go-live
  • -Drag-and-drop kanban pipeline board, plus searchable company, lead and sales lists
  • -Named owners on every record, follow-up dates and a task list routed to each owner
  • -CSV lead import with per-row error reporting
  • -Lost reasons and categories, so good records can be revisited later

02

Office 365 Integration

  • -Outlook mail synced to records by matching contact email addresses, with historical backfill
  • -Teams calls tracked per participant as booked, attended or no-show
  • -Suggested contacts from people staff have emailed, with a guided add that finds a matching company or creates one
  • -Sync status monitoring for each mailbox

03

Lead Scoring

  • -Quality score out of 100 from enthusiasm, sector fit, engagement, commercial value and lead source
  • -Engagement calculated from the activity feed: reply rate, reply speed, calls and recent contact
  • -Priorities based on score, stage and time: chase now, on track, revisit or leave
  • -Scores refreshed hourly, with manual overrides where staff know better

04

Customer Portal & Documents

  • -Per-company status pages that can be private, PIN-protected or public
  • -Goals and progress tracking, with public notes shared on the customer's page
  • -Categorised document library with downloads

05

Reporting & Automation

  • -Report page covering pipeline stages, goal completion, licences and referred customers
  • -Token-secured API feeding a separate company dashboard
  • -AI assistant integration (MCP server) with 19 tools, including searching mail and moving deals, secured with OAuth and Microsoft sign-in
  • -Linked to the POC Tracker, passing opportunity data and scores across
  • -Backed by a full automated test suite

Part of the Same Suite

Partner CRM

A dedicated CRM for recruiting, onboarding and managing resellers, MSPs and distributors, with a secure portal for each partner.

View System →

POC Tracker

A proof-of-concept and free trial tracker that connects to the live product, ticking off goals automatically and spotting when a trial converts.

View System →

Whitelabel Shop

An ecommerce platform giving each reseller a branded storefront, with their own Stripe account, pricing and coupons, and automatic product setup after purchase.

View System →

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