CRM
The CRM is more than a sales pipeline — it's the entity layer the rest of the portal hangs off. The Industries master taxonomy here (20 entries) is the same one used by ATS Recruitment Clients. Pipelines are data, not code, so a salesperson can drag-reorder stages without a deployment. Every list ships with the universal grid pattern (search, sort, paginate, CSV / Excel / Print), and deleted records sit in a 30-day trash with Restore-All and Empty-Trash bulk actions.
Every section, explained.
5 working sections inside CRM — each one a screen we designed, built and tested in the live system.
CRM Dashboard & Deals Board
The CRM landing surface — deal stats (Won / Lost / Open / Paid / Unpaid), a pipeline bar chart, a paid-vs-unpaid donut and the EGP 15.27M of pending pipeline across 60 active deals, with a dual-view Deals board (Kanban + Table) directly beneath.
- Deal stats — Won / Lost / Open / Paid / Unpaid
- Pipeline bar chart with EGP totals
- 60 active Deals — EGP 15.27M total pending
- Deals dual-view: Kanban board + Table grid
All Leads & Deals
The combined funnel surface — 50+ top-of-funnel Leads alongside the 60 active Deals in one filterable view, with B2B + B2C public capture forms dropping new entries directly into the table and bulk upload for imported lists.
- 50+ Leads + 60 Deals in one filterable surface
- B2B + B2C public capture forms feeding the table
- Promote-to-Deal flow with single click
- Filters on type, source, owner and date
Companies & Contacts
The B2B entity layer that anchors every relationship — Companies hold the firm-level record (industry, size, domain, source) and Contacts hold the individual people inside, both wired to the Deals table so a single salesperson view shows every opportunity per account.
- Companies — industry, size, domain, source
- 100 Contacts linked to their parent companies
- Per-account roll-up of every active Deal
- Universal grid — search, sort, paginate, export
Pipelines & Stages
Sales, lead and recruitment pipelines configured from the admin — not hard-coded. 10 pipelines × 3 types with inline edit / delete, drag-reorderable stages, and stages that bind to Deals, Leads and ATS Jobs simultaneously without a deployment.
- 10 pipelines × 3 types (sales / lead / recruitment)
- Drag-orderable stages with inline edit / delete
- Stages bind to Deals, Leads and ATS Jobs
- No deployment needed to change a pipeline
Industrial Board
The Industries master taxonomy — a single canonical 20-entry table used as a foreign key by both CRM Companies and ATS Recruitment Clients — rendered as a board with usage counts so one edit propagates to every dependent record.
- 20 industry entries as canonical taxonomy
- FK from CRM Companies + ATS Recruitment Clients
- Inline add / edit / delete with live usage counts
- One edit propagates to every dependent record
Jump to another chapter
Need a crm like this?
If your team is paying for five SaaS tools that don't talk to each other, that's exactly the build we just shipped. Let's talk about consolidation.
