Case · Startup, sales operations
A custom CRM for a startup, built solo and running in production
A startup needed one system for its whole sales operation: sales, notifications, customers and lead distribution. I was the only developer at the company and built the CRM from the database to the screen.
The problem
Analyzing each lead took too much time, and leads had to reach the right team with the context of what the customer had said in the conversation. The system also served more than one customer company, and the data of each one could not get mixed up.
What was built
A multi-tenant CRM: each customer company has its data isolated in the database itself, with access rules per customer (row level security). It has login and permissions, a Kanban sales pipeline, a WhatsApp inbox on Meta's official API and dashboards. Leads are qualified and scored automatically with AI and distributed to the team, with a note of what the customer said in the conversation.
Results
- 70% less time spent analyzing leads, measured over the first 60 days.
- In production, with active customers. The whole company used the system every day.
- Built by one person, from the database to the interface.
Technologies
- TypeScript
- React
- Supabase
- OpenAI
- n8n
- WhatsApp Cloud API
Related services
- Custom systems, CRM and SaaSI build CRMs, customer portals, internal systems and SaaS, from the database to the screen. When the product serves several companies, each one has its data isolated in the database itself, with row-level security in Postgres. I built a CRM like that on my own, and analyzing each lead became 70% faster over the first 60 days.
- AI customer support on WhatsAppI build AI support agents for your company's WhatsApp, on Meta's official API. They answer customers and leads at any hour, use the data in your CRM and hand over to a person when the topic calls for it. The pilot usually goes live in 2 to 4 weeks.
- Sales and CRM with AII build the path from lead to sale: capture, AI qualification on WhatsApp, entry into the CRM and follow-up by the sales team. When off-the-shelf tools do not fit, I build the CRM to order, with each customer's data kept apart.
- Automation and AI for law firmsI build custom systems for law firms: the system reads court notices from the DJEN by bar number, proposes deadlines for the lawyer to approve, alerts on WhatsApp and answers clients through a virtual assistant. The lawyer keeps deciding and reviewing everything.
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