01
A pipeline the team can read at a glance
Deals move through named stages on a board or in a list. Each card carries the contact, the product and who owns it; a won deal becomes a production task.
System
CRM & back office
Sales and client email lived across shared mailboxes, a generic CRM and spreadsheets; nobody had one view of a client from first reply to paid invoice.
- Shared inbox
- Follow-up engine
- Deal pipeline
- PR campaigns
- Invoices
Private system, demo on request
Built on an existing in-house CRM codebase and heavily tailored for Xraised. Every screen is shown with fictional demo data: the people, companies, outlets and amounts are invented.
What's inside
The parts that do the work.
02
Follow-ups that wait for a human
The engine notices when the client has not written back, drafts the next nudge and queues it for approval. Nothing is sent on its own.
03
PR campaigns, pitch by pitch
One campaign per client with the journalists to reach, the status of every pitch, the dates and the published link when a story lands.
04
Invoices and what is still owed
Invoices from a deal or by hand, with status, totals for issued, received and outstanding, and a print-ready PDF.
Built with
Next.js · React · TypeScript · Tailwind CSS · PostgreSQL · TanStack Query · Recharts · Railway
Integrations: Microsoft 365, Gmail, Google Calendar, IMAP/SMTP, Stripe, Calendly, Asana, HubSpot, Snov.io, Apollo, OpenAI, Azure Blob Storage.
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