Web Studio CRM

A small web studio runs on the same few people doing sales, delivery and billing, and off-the-shelf CRMs model none of that: cold-call lists that turn into leads, a demo-first sales method with a script for every stage, projects that need a kanban and a client-facing view, and documents that must come out as proper Latvian agreements and acceptance acts. The brief was one internal tool that follows the studio's actual process instead of bending the process to the tool.

• Pre-lead lists for cold calling — status per company, callbacks, comments, one-click conversion into a lead
• Sales pipeline with enforced stage transitions and stage guides: scripts, checklists and tips shown at the stage where they apply, lost reasons required on the way out
• Lead workspace: contacts with multiple phones, call log with outcomes, follow-ups, a requirements questionnaire the client can fill via a signed link, activity history
• Projects with a task kanban, checklists, comments with @mentions, files, encrypted credentials and support items; badge counts served by one database function
• Client portal and an owner-only "view as client" preview, so the studio sees exactly what the customer sees
• Documents: agreements and acceptance acts rendered from HTML templates to A4 PDF with headless Chrome; invoices drafted in the CRM and issued through the accounting platform, which owns numbering, VAT and payment status via a signed webhook
• Monthly billing plans that issue and email recurring invoices unattended, resumable if a run fails, double-billing prevented by a database constraint
• Email: templates, scheduled sends, open and reply tracking through an inbox poller, unsubscribe handling; shared calendar synced with Google
• Reports on pipeline, revenue and team activity; notifications, news feed and a rich-text editor that keeps pasted formatting from Word and Docs
• Multi-tenant from day one: organisations with owner and manager roles, row-level security on every table, credentials encrypted at rest

The studio's whole operating loop — find, call, qualify, build, bill, support — lives in one app that mirrors how the team actually works. New staff learn the sales method from the stage guides instead of a wiki, recurring invoices go out without anyone remembering, and every client document comes from a template rather than a copied file.