$ cat overview.txt
Overview
A custom business development pipeline tool built on top of an existing CRM platform, combining UI extensions within the CRM with a standalone custom page, all connected via a serverless API layer for two-way data synchronisation.
$ cat challenge.txt
The problem
The client's sales team relied on their CRM for deal management, but the native pipeline views didn't support their specific BD workflow. They needed a Kanban-style pipeline board with custom deal stages, submission tracking, and the ability to manage deals without leaving their custom interface. Building entirely outside the CRM would lose the data integration they depended on.
$ cat solution.txt
The approach
We built a two-part solution. First, custom UI extensions that enhance the native CRM experience with tailored layouts and interactive elements. Second, a full custom page with React components: a complete BD Command Centre with a drag-and-drop Kanban board, deal detail panels, and submission management.
A serverless API layer connects everything, providing two-way sync between the custom interface and the CRM's deal, contact, and pipeline data. The sales team gets the custom experience they need while keeping the CRM as the single source of truth.
$ ls features/
What shipped
- +Custom Kanban pipeline board with drag-and-drop
- +Deal creation and management from custom UI
- +Submission tracking and management system
- +Two-way data sync with CRM platform
- +Contact search and association
- +Deal detail panel with full edit capabilities
- +Custom CRM UI extensions
- +Serverless API layer for data operations