Customer & sales CRM
Full-stack web product · contacts, deals and activities▷ Screen preview
Multi-tenant CRM workspace
In-house product interfaces · sample data
Manage your work in one place
Build customer, sales, inventory and approval tools with clear roles and data ownership
Customer & sales CRMFull-stack web product · contacts, deals and activities▷ Screen preview
IMPLEMENTATION SCOPE
Business rules reflected in the data
Define states and ownership for customers, inventory, bookings, approvals and settlements. Enforce permissions at the server and design for concurrent edits, duplicates and migration validation.
- What we build
- Operational screens · admin tools · permission model · data/API integrations
- What we validate
- Concurrent edits, duplicate requests, approval order and migration reconciliation
IN YOUR EVERYDAY WORKEnter customer details once.
Enter customer details once.
Carry the context forward.
Before listing features, we define the inputs, decisions and next actions in a real working situation.
An illustrative scenario. Specific processing rules are agreed for the project.
A customer inquiry moves to sales review.
- Input
- Contact · request · interaction history
- Review
- Owner and read/write permissions
NEXT ACTION
Connect the customer record to a deal and next task
When this service helps
When teams repeat data entry and checks across spreadsheets and separate tools
- 1
Define business records and responsibilities
- 2
Connect entry, review and approval
- 3
Track status and history
What the project delivers
- Business and admin interfaces
- Role-based access
- Existing system integration and data migration
Specific features, integrations and operating support are agreed in the project proposal
Related work
See the scope, role and supplied interfaces for each project
Technical design and acceptance criteria
Details for technical reviewers. Architecture and acceptance criteria are agreed for the actual environment and project scope.
- Domain model
- RBAC / ABAC
- Optimistic locking
- Double-entry / Audit
Processing flow and exceptions
State and authorization checks precede approval. The example commits business records and their events together, while ERP synchronization runs separately from the approval transaction.
Architecture summary
- Concurrency — Record versions, lock scope, isolation level
- Authorization scope — Role, organization, and record-state conditions
- Migration reconciliation — Mapping, reruns, amount and reference checks
02Acceptance criteria
Implementation and acceptance criteria
Concrete design decisions and acceptance scenarios to agree for the project.
Concurrency
ImplementationRecord versions, lock scope, isolation level
ValidationConcurrent approvals or deductions from the same stock
Authorization scope
ImplementationRole, organization, and record-state conditions
ValidationDeny cross-organization reads, exports, and bulk edits
Migration reconciliation
ImplementationMapping, reruns, amount and reference checks
ValidationRerun a partially failed import without duplicating records
Technology choices and acceptance criteria depend on discovery, integrations, and agreed scope. We define reproducible acceptance scenarios and handover evidence for the operating environment.
03Implementation details
Engineering decisions
in detail
From visible features to failure conditions,
we work through the decisions before launch.
Express business rules as transitions and invariants
Connect submitted, reviewed, approved, rejected, and canceled transitions to roles, amounts, and organizational scope. Enforce invariants such as immutable finalized records or nonnegative inventory at API and persistence boundaries. Design corrections as explicit, attributable operations instead of allowing administrators to silently rewrite committed business history.
Control concurrent approval and balance changes
Choose optimistic version checks or targeted row locking and define retries for the selected transaction-isolation level. Where settlement or balances are involved, specify ledger entries and balancing invariants. Server idempotency and database constraints prevent a second commit independently of the interface’s disabled-button behavior.
Apply permissions to records, not just menus
Start with role-based permissions and add attribute conditions where organization, ownership, or record state matters. Apply the same scope to reads, exports, and bulk mutations. Define audit events for permission changes, delegated approval, and corrections, capturing actor, target, before-and-after state, and reason.
Make migration and integration reconcilable
Analyze legacy code systems, duplicates, and gaps, then define mappings and rerunnable migration jobs. Reconcile amounts, quantities, and references as well as row counts. ERP and CRM contracts include event IDs, versions, retries, and failed-event handling, separating external availability from the integrity of committed internal transactions.
04Handover
Detailed deliverables
- Workflow maps, state and permission matrices, and data models
- Business and admin screens, integration APIs, and migration tools
- Scenario acceptance tests, user training materials, and operating guides
05Before implementation
Questions before implementation
- Systems holding authoritative data and the most manual tasks
- Teams, approval stages, and external-user access
- Migration volume and quality, and the acceptable cutover window
How your project moves forward
Discover
Understand your goals, workflows, and operating environment.
Define
Define features, priorities, and integration requirements.
Build
Build the agreed scope and review progress together.
Launch & Operate
Prepare testing, deployment, and operational handover.
Let’s discuss your project
Tell us what you want to build or improve
Our team will review your request and reply by email