Custom CRM

Opportunities, contracts and documents in one app, with reminders before contracts expire.

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The CRM dashboard with demo data: a Contracts up for renewal panel listing two contracts that end within 120 days, one of them within 60, then a weighted pipeline revenue of €252,880 and margin of €58,091, 8 open opportunities, 9 active contracts and a 70% win rate. — The dashboard shows the contracts due for renewal first, with the state of sales below. Demo data.

The list of active contracts with demo data: the highlighted EDR licences and support contract, tagged Renewal okno with 46 days to go, followed by other contracts with the company, type, billing, dates, days remaining, monthly and annual amounts and the owner. — Contracts are sorted by the days they have left. The one nearing its end is highlighted.

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Project type: Custom internal web app
Content: Opportunities · companies · contracts · documents
Integrations: Google Drive · Finstat · e-mail
Status: Used in daily work

Technology

React
TypeScript
Supabase
PostgreSQL
Tailwind CSS
shadcn/ui
Zustand
Recharts
Vite
Google Drive API
Playwright

In short

A pipeline that calculates itself
Contracts do not expire silently
Documents where the business already stores them
Built for ongoing operation

The brief

A CRM with sales opportunities, contracts and an alert before a contract expires, where an IT company manages deals and documents instead of scattered spreadsheets. We built it and the team uses it every day. The dashboard shows expected revenue by quarter, and the responsible salesperson gets a reminder before a contract ends.

The CRM serves Aventic, an IT company that sells projects and recurring services to private businesses and the public sector. The team needed one place for opportunities, contracts and documents. A packaged CRM would have forced them to adapt their sales and procurement stages to the software.

What we did

A pipeline that calculates itself

Each opportunity moves through seven stages. Stage-based probability determines weighted revenue and margin, including recurring billing. The dashboard shows expected quarterly revenue and lets users drill down to the underlying deals.

Contracts do not expire silently

Contracts include end dates and notice periods. A daily check sends each responsible salesperson one summary email about approaching expiries. Renewal is one action and billing continues from the original period.

Documents where the business already stores them

Quotes, contracts and procurement documents stay in company Google Drive folders by company, deal and stage. Each document is one click from the CRM. New company details can be populated using the company ID.

Built for ongoing operation

Deal changes are recorded in history. Forms autosave and warn before leaving with unsaved changes. Automated tests cover full browser scenarios. A separate demo with fictional data allows safe presentations.

What does this mean for your project?

This CRM was not built as a copy of a large system. It covers what the team actually needs: seven sales stages that match how Aventic sells, documents in the company's Google Drive and a reminder to the salesperson so the end of a contract does not slip by unnoticed. The team did not have to bend to an off-the-shelf CRM with hundreds of features; the app was shaped around the team. If you run sales, contracts or quotes in spreadsheets and email today, a similar app can be built around the way you sell. We start with whatever takes up most of your time today.

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Project facts

■In short

■The brief

■What we did