Connected operations workspace
One workspace where sales, people, clients and management share the same records.
The challenge
Small teams run sales in one tool, quotes in another, leave in a spreadsheet and invoices somewhere else. Details get re-typed, and nobody has a single view of what needs doing today.
The solution
A single web workspace that connects sales, people, client delivery and management through shared records. Each person lands on a Today view of due work, approvals and exceptions, and sees only what their role allows.
Quotes, invoices, time, leave and expenses sit alongside the sales pipeline, so nothing is re-typed between systems.
What it does
- Role-based views: own work, team work, authorised oversight
- Sales pipeline, quotes and follow-ups in one place
- Onboarding and delivery tracked against the same client record
- Reports, payments and controls for management
How it works
- Add a prospectOne guided action creates the company, contact and deal together, after checking for duplicates by name, email and website domain.
- Log activityCalls, emails and next actions are recorded against the deal, so follow-ups are never lost.
- Prepare a quoteQuotes are built and sent from the same record. Sending one moves the deal to the proposal stage.
- Confirm the saleThe director confirms the sale, which marks it won and creates the delivery project.
- Onboard the clientA checklist is created automatically: scope, contacts, business information, access and kickoff date.
- Deliver and reviewDelivery, payments and reports sit under management, using the same client record from first contact onwards.
Design decisions
Today is the homepage
Everyone lands on due work, approvals and exceptions, instead of having to hunt through menus.
Warn, do not block
Starting a build with onboarding items outstanding requires a written reason that is audited, instead of stopping the team.
Roles shape the view
People see their own work, permitted team activity, or authorised oversight. Access follows role and record ownership.
Changes leave a trail
Approvals, stage changes and sale confirmations are written to an audit log, and key steps run as single transactions.
Built with
Next.js and TypeScript with PostgreSQL on a UK-region database, a single modular application with separate areas for sales, people, delivery and commercial, Stripe for payments, and more than 300 automated tests.
Got a process that eats your week?
Tell us where enquiries, shifts, quotes or follow-ups slip through, and we will show you what could be automated and what should stay with your team.
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Images are system design diagrams, not screenshots of client systems.