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Enterprise SystemsEnterprise Deployment• Built 2024
Corporate CRM & Sales Pipeline Portal
Custom sales workflow automation and customer relationship intelligence.
The Operational Challenge
Commercial B2B teams were losing leads in disjointed spreadsheets, missing follow-up commitments, and lacking real-time sales forecasting.
DTechBD Engineered Solution
Built a centralized relationship engine with visual drag-and-drop opportunity boards, automated email reminders, and dynamic PDF quotation dispatch.
Key Architectural Features
Drag-and-Drop Deal Board
Fluid Kanban interface for moving prospects from Initial Inquiry to Closed-Won.
One-Click Quotation Generation
Auto-populate client parameters and generate branded PDF estimates instantly.
Activity & Call Logging
Unified timeline tracking meeting notes, call summaries, and upcoming deliverables.
Architecture Highlights
- WebSocket-powered live pipeline updates across concurrent sales reps
- Customizable deal stages tailored to multi-month B2B procurement cycles
- Relational customer ledger with cross-company contact trees
- Role-restricted financial reporting and sales performance analytics
Technologies Deployed
ReactTypeScriptExpress.jsPostgreSQLChart.jsDocker
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