01
Accounts and pipeline
Companies, contacts, leads with conversion, and opportunities on multiple Kanban pipelines, with duplicate detection and bulk actions.
Multi-tenant sales CRM with forecasting and AI
Revenue CRM
From lead to forecast to renewal in one system, for sales organisations organised by business unit, country, region and team.
AT A GLANCESALES & REVENUE OPERATIONS
- Apps
- Installable web app (PWA) with admin consoles and a partner portal
- Tenancy
- Multi-tenant, with business unit → country → region → team hierarchy
- AI
- Copilot with a choice of model provider per tenant
- Built with
- NestJS, React, PostgreSQL, Redis, BullMQ
12 MODULESBUILT AND SHIPPED
The problem
What it replaces
Sales teams that sell across regions end up with a CRM for pipeline, spreadsheets for forecasts, a separate tool for email sequences and nothing at all for partner commissions and renewals. Leadership sees a different number in every meeting.
This CRM covers companies, contacts, leads and multi-pipeline opportunities; daily planning, calendar and email sync; sequences and quotes; partner commissions and renewals; forecasts with scenarios and multiple currencies; a visual workflow engine; and an AI copilot — with enterprise sign-in and audit.
Who uses it
Sales reps
Daily planner, pipeline boards, activities, email and calendar sync, sequences and quotes.
Managers and leaders
Role-based dashboards from team lead to CEO, forecasts and scenario modelling.
Partners
An onboarding and application portal, with commissions tracked in a ledger.
Tenant and platform admins
Custom roles, teams, hierarchy, assignment rules, workflows, SSO and API keys.
Features
What the system does
02
Daily execution
Activities, a daily planner and a calendar.
03
Calendar and email sync
Two-way calendar and mailbox sync, inbox accounts and email open tracking.
04
Sequences and templates
Multi-step email sequences with enrolments, templates and in-app mail settings.
05
Social publishing
Publishing and syncing posts to a professional social network.
06
Quotes and e-signature
Quotes with line items, generated as PDF and sent for electronic signature.
07
Partners and renewals
Partner records with a commission ledger, and renewal tracking.
08
Forecasts and currencies
Dashboards, reports, forecasts, a scenario modeller, exchange rates and multiple currencies.
09
Workflow engine
A visual canvas for automation, with actions and run history, plus lead-assignment rules.
10
AI copilot
Assistance from a choice of AI model providers per tenant, with every generation logged.
11
Data in and out
CSV import and export jobs, documents, saved searches and global search across the whole CRM.
12
Enterprise security
Multi-factor sign-in, passkeys with recovery codes, single sign-on with a domain allow-list, API keys, rate limits and an audit log.
Architecture
How the pieces fit together
A typed monorepo: an installable web app on a NestJS API, background workers on a queue for sync and sequences, and shared packages for the API contract and the AI providers.
Apps
- CRM web appReact PWA · offline shell
- Admin consolestenant and platform
- Partner portal
Platform
- CRM APINestJS
- Workflow engine
- Queue workerssync, sequences, imports
- AI provider layer
- AuthMFA, passkeys, SSO
Data
- PostgreSQL~57 models
- Redisqueues
Connected services
- Calendar & mail
- E-signature
- AI model providers
- Web push
- CaptureLeads arrive by import, form or sync and are assigned by rule.
- WorkReps plan the day, run sequences and move opportunities through pipelines.
- QuoteQuotes are generated and signed electronically.
- ForecastLeaders see forecasts and scenarios in their own currency.
Built with
- TypeScript
- NestJS
- Prisma
- PostgreSQL
- Redis
- BullMQ
- React
- Workbox
Built before, fitted to you
Start from an architecture that has already shipped
We have delivered this kind of system, so yours starts from a design that is known to work, not a blank page. Your workflow, your terminology and your approval chain shape what we build on top of it.
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