Project Background
Sales teams often struggle with scattered leads and opaque pipelines. We delivered a Go + Vue CRM covering organizations/contacts, configurable funnels, activities, products, and dashboards so every follow-up becomes measurable progress toward a closed deal.
Key Features
Lead Funnel & Kanban
List and Kanban views with configurable stages, win/loss confirmation, and product lines.
Organizations & Contacts
Linked company and person records; activities attach to leads or contacts.
Activities & Quotes
Calls, meetings, and tasks; quote line items replace as a set and recalculate totals.
Dashboard Insights
Lead counts, won amount, stage distribution, and weekly trends at a glance.
Results
1 stack
Sales closed loop
Kanban
Visible pipeline
RBAC
Roles & audit ready