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    Service

    CRM & Business Systems

    One central system for customers, inquiries, quotes, contracts, projects and communication — on Postgres with Row-Level Security, a custom admin panel and a clean audit trail.

    Problem

    Growing businesses run on fragmented tools: inbox for leads, spreadsheets for quotes, WhatsApp for status, a cloud folder for documents. The gaps create friction, errors and lost leads.

    Architecture

    Frontend
    Public Site & Forms
    Backend
    Edge Functions API
    Data
    Postgres + RLS
    Frontend
    Admin-Panel (Rollen-basiert)
    Frontend
    Customer Portal
    Compliance
    Audit Log

    Stack

    ReactTypeScriptPostgresRow-Level SecurityEdge FunctionsStorage Buckets

    Example flow

    1. 01Inquiry captured → structured lead data + scoring
    2. 02Owner assignment → confirmation email + admin push
    3. 03Quote generated → PDF in storage → signed link via email
    4. 04Contract signed → audit log + project creation + portal access

    Deliverables

    • Data model with roles (public / customer / admin)
    • Admin panel with CRUD, filters, bulk actions
    • Customer portal with auth & document access
    • Audit log on every mutation
    • GDPR-compliant email pipeline (unsubscribe, logs)

    Related case study

    Rafael Constructions

    FAQ

    Does the system replace existing CRM software?
    Usually yes — we build only the functions that are actually used, without the license cost and friction of generic CRMs.
    How is the data model maintained?
    Versioned SQL migrations, no drift between environments, every change traceable.

    Book a strategy call

    30 minutes, concrete, no sales pressure. We check whether a system of this kind makes sense for your situation.

    Request a slot