CRM and client portal.
A sales CRM and client portal, from first email to proposal, contract, invoices and delivery.
CRM · Client portal · Invoicing · Mobile first
- Type
- Web app
- What it does
- Leads, contracts, invoices and a client portal in one place
- Built with
- Next.js, Supabase, Stripe
The problem it solves.
Leads, conversations, proposals, project progress and invoices usually live in separate inboxes, spreadsheets and accounting tools. This brings them into one place that works on a phone, and gives clients a single page showing what they owe and where their project has got to.
What it does.
Outreach pipeline
Every lead moves through stages from not contacted to won, with whose turn it is, the next action and a follow-up date worked out from the emails logged.
Lead scoring and research
Each lead carries a score out of 100 broken down into pay, need, retainer, reach and risk, with the reason for each and the hook to open with.
Today screen
One list of replies waiting, follow-ups due, calls, unpaid invoices, tasks and proposals about to expire, with the action for each one beside it.
Contracts and invoices
Each client has phases, a payment schedule and an invoice builder that only takes the next number when an invoice is issued, with PDF downloads and retainer drafts.
Client portal
Clients sign in to see payments due, pay by card through Stripe Checkout, download receipts and follow phase progress and updates, which refresh live as they change.
Campaign board
Separate outreach campaigns track each business from finding its handle to posting, with filters, scores, a daily DM limit and follow-ups due.
The screens.
The outreach list, sorted by what needs attention A lead with its conversation, stage and score A client's invoices, from planned to paid A campaign board for social media outreach What the client sees: payments, progress and updates
Under the hood
Built with Next.js 16, React 19, TypeScript and Tailwind CSS 4, on Supabase for the database, sign in, file storage, realtime updates and edge functions, with Stripe Checkout for card payments, React PDF for invoices and Resend for email.
What is slowing the business down?
Tell us in a few lines. You will get a straight answer on whether we can help, usually the same day.