Sales CRM for a B2B trading & distribution business
A custom sales CRM that replaced scattered spreadsheets with one system — customers, contacts, site visits, and projects in one place, with role-based access so the right people see the right things.
The challenge
The sales operation ran across scattered spreadsheets — customer records, contacts, site visits, and project details lived in separate files with no single source of truth. Reporting meant manually pulling numbers together, and there was no clean way to control who could see what.
What I built
One system that brings customers, contacts, site visits, and projects together, each linked to the right account, with role-based access for sales, ops, and management and reporting the team can open on demand instead of rebuilding in a spreadsheet.
How it works
Every build starts with a short requirements document, then ships in phases so working software lands early instead of in one big reveal. It's built on a modern, reliable stack — Next.js and TypeScript — so it's fast, fully responsive, and easy to extend, with existing data carried across and role-based access where it's needed.
The outcome
A single source of truth for the whole sales operation, role-based access so the right people see the right things, and reporting available on demand rather than assembled by hand. (Client details kept confidential.)
Want something similar?
Tell me what your business needs and I'll come back with a plan and a quote.
Goes straight to WhatsApp — just tap send · Kuala Lumpur, working across Malaysia & Singapore