Portfolio
ClientDesk — Lightweight CRM
ClientDesk connects customer relationships and sales workflows. Contacts, companies, offers and tasks are linked to pipeline stages. Communication history, reminders and reporting help preserve context, plan next actions and assess sales activity.
Challenge
Scattered contacts, offers and notes obscure customer context and the next sales action.
Solution
A pipeline board connects opportunities with customer details, offers and tasks. React, Go and PostgreSQL support the interface and structured data.
Key features
- Contacts and company records
- Sales pipeline and negotiation stages
- Offers linked to customers
- Tasks, calendar and reminders
- Communication and activity history
- Sales reports and summaries
