The problem
Growing businesses were paying for separate CRM, HR, invoicing and marketing tools that didn’t talk to each other.
Context
Small and mid-sized businesses kept asking for “a CRM like the big ones”, without the per-seat bills and without forcing their process into someone else’s software.
What I built
- A core platform covering sales, HR, finance and marketing, rebranded with each client’s logo and colours.
- Industry variants for real estate, logistics, manufacturing, healthcare and IT, each with its own stages, fields and approvals.
- AI built in: lead scoring with automatic assignment, suggested next steps on deals, and an assistant that answers questions about the business’s own data.
- Leads flow in automatically from website forms, WhatsApp and Telegram.
- Role-based access for each team, documents attached to records and sent by email or WhatsApp, automatic payment reminders, and HR attendance and leave.
Outcome
One system replacing several subscriptions, with no per-seat fees. Data migration and team training are included in every delivery, and the source code is handed over once paid in full.
Trade-off worth naming
Starting from a proven open-source foundation instead of a blank page makes delivery much faster. The cost is that very unusual workflows take longer to fit than they would in a ground-up build.