Project summary
Internal CRM Tool is a custom system for a team that needs its own place to keep leads, customers and follow-ups. Records live in the tool the team uses every day, with the next step visible on each one, instead of being split across inboxes and spreadsheets.
A lead starts as a record. As the conversation continues, follow-ups are added to that same record, so anyone opening it can see what was last said and what has to happen next.
Access is limited by role. People open the records their work needs, and the same people who talk to the customer can update the follow-up without sending the detail to someone else first.
How it works
- 01
Add the record
A lead or customer is created so the details have one place to live.
- 02
Log the follow-up
Each conversation is written onto that record, not into a separate note.
- 03
Set the next action
The record keeps the next step visible for whoever opens it next.
- 04
Limit who can edit
Role-based access decides who can see the record and who can change it.
What this project covers
Lead records
A new lead is added as its own record, with the details the team needs to start the conversation.
Customer records
Once the relationship continues, the customer stays in the same tool instead of moving to a separate list.
Follow-up history
Each follow-up is logged on the record, so the last conversation is still there when someone else opens it.
Next step
The record shows what has to happen next, so a follow-up does not depend on a reminder in one person's inbox.
Role-based access
People see and edit the records their role allows. The rest of the list stays closed.
Team admin
The team manages the records from the admin side of the same tool they use for day-to-day follow-up.
What we built
We built the screens, the backend that stores the records, and the admin features around the way the team works. That includes lead and customer records, follow-up tracking and role-based access.
The list is where the team finds a person. The record is where the history and the next step live. The role check decides who can open and edit that record.
Our role
We designed the record and follow-up flows, built the application and the admin, and deployed it for the team that uses it.