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Application

Pipeline CRM

A workspace-aware sales CRM built around contacts, companies, deals, tasks, activity history, reporting, and super-admin workspace management.

Industry
SaaS
Timeline
Product build
Services
Custom Application Development
Pipeline CRM dashboard interface showing sales reporting and CRM activity.

Project Summary

Application case study summary

A workspace-aware sales CRM built around contacts, companies, deals, tasks, activity history, reporting, and super-admin workspace management.

The project brought together custom Application Development for a saaS business, with the page structure, interface, and technical build shaped around practical commercial outcomes.

The main focus was workspace-aware CRM platform, supported by clear content architecture, responsive implementation, and a delivery approach that keeps future improvements manageable.

Industry
SaaS
Services
Custom Application Development
Focus
Workspace-aware CRM platform
Timeline
Product build
Technology
Vite · React · TypeScript · PHP 8.4 · MariaDB

Key outcomes and deliverables

  • Built a Vite React application with routes for My Work, contacts, companies, deals, tasks, activity, reports, settings, search, notifications, and user guidance.
  • Created a standalone PHP JSON API using PDO and MariaDB, with workspace-scoped reads and writes.
  • Added super-admin workspace provisioning, workspace overview, data operations, duplicate handling, audit views, and ownership reassignment flows.
  • Documented the product, schema, local domain setup, demo data, API collections, and SDK-ready public API surface.

Overview

A focused CRM for small and mid-sized revenue teams.

Pipeline CRM brings sales activity, customer records, deal tracking, reporting, and workspace administration into one web application. The product is built as a Vite React SPA backed by a standalone PHP JSON API with MariaDB as the system of record.

8Core CRM modules
4Workspace roles
3Public SDK targets

Challenge

Replace scattered sales operations with one reliable workspace.

The product needed to support everyday CRM work without enterprise complexity, while still keeping workspace data isolated and giving super admins a way to provision and oversee tenants.

  • Contacts, companies, deals, tasks, notes, meetings, and activity needed to stay connected.
  • Workspace users needed role-aware access for owner, admin, member, and viewer permissions.
  • The backend needed a clean PHP structure that could grow without a heavy framework rewrite.
  • Reporting and developer surfaces needed to be ready for operational and API-led workflows.
ChallengeReplace scattered sales operations with one reliable workspace.

Solution

A modular CRM platform with workspace isolation at the core.

The implementation keeps the frontend and API separate, with a React app for CRM workflows and a PHP 8.4 API organised around controllers, services, middleware, requests, models, migrations, seeders, and documented OpenAPI contracts.

  • Built a Vite React application with routes for My Work, contacts, companies, deals, tasks, activity, reports, settings, search, notifications, and user guidance.
  • Created a standalone PHP JSON API using PDO and MariaDB, with workspace-scoped reads and writes.
  • Added super-admin workspace provisioning, workspace overview, data operations, duplicate handling, audit views, and ownership reassignment flows.
  • Documented the product, schema, local domain setup, demo data, API collections, and SDK-ready public API surface.
SolutionA modular CRM platform with workspace isolation at the core.

Results

A production-shaped CRM foundation ready for deeper rollout.

The current project now has a clear monorepo shape, local production-like domain split, role-aware product flows, repeatable demo data, tests for API behaviour, and a documented path for future CRM and platform work.

JWTWorkspace auth model
OpenAPIDocumented public API
PHPUnitBackend contract tests

Approach

From CRM requirements to a working, documented platform.

The work centred on turning a broad sales operations brief into a maintainable product architecture with clear workspace boundaries, everyday CRM workflows, and operational tooling for administrators.

What We Built

  • Mapped the product around contacts, companies, deals, tasks, notes, activity, reports, and workspace settings.
  • Separated the Vite React frontend from the standalone PHP JSON API.
  • Used MariaDB and PDO with workspace-scoped tables for operational data.
  • Added super-admin tools for provisioning, audit, duplicate handling, exports, and ownership changes.
  • Documented local setup, schema, demo data, API governance, SDKs, and verification flows.

Project Highlights

My Work screenshot
01

My Work

A daily command centre for recommended actions, due tasks, meetings, relationship alerts, and deals that need attention.

Pipeline CRM contacts list with email and phone columns.
02

CRM Records

Contacts, companies, deals, notes, tasks, and activity history are connected so teams can move from account context to next action quickly.

Admin & Reporting screenshot
03

Admin & Reporting

Workspace owners and super admins get role-aware settings, pipeline controls, usage views, reporting, audit trails, and data operations.

Built With

React
TypeScript
REST
Tailwind CSS

A modular SPA and JSON API stack designed to stay understandable as the CRM grows.