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Built a Dental Clinic CRM SaaS Dashboard 🦷💻
I recently built a full-stack CRM designed to help dental clinics manage their day-to-day operations in one place.
What it includes:
Patient management & medical history
Appointment scheduling
Treatment tracking
Invoices & partial payments
Staff management
Reports & analytics
Clinic settings & logo management
Persistent database + file storage
The goal was to build something that feels like an actual product a clinic could use, rather than just another dashboard concept.
This is a fictional clinic with fictional data, built as a portfolio project.
Would love some feedback — if you notice anything I could improve or add, let me know. 👇
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AI Business Operations Dashboard & Workflow Automation Platform
Overview
This project focused on creating a centralized business operations platform that brings customer data, sales activity, automation workflows, and operational visibility into one intelligent dashboard. The objective was to reduce fragmented processes and provide a single source of truth for daily business operations.
The Challenge
The business managed information across multiple disconnected tools, making it difficult to track leads, monitor workflow progress, assign tasks, and understand operational performance.
My Solution
I designed an integrated platform that combines automation, CRM workflows, and business intelligence into one connected system.
Core capabilities:
Centralized business dashboard
Lead and customer management
AI-assisted workflow automation
Task and activity tracking
CRM synchronization
Real-time operational visibility
Automated notifications and routing
Connected reporting system
Workflow
Data enters from websites, WhatsApp, and internal processes.
Automation routes information to the appropriate workflow.
AI assists with classification and operational tasks.
The dashboard provides a live view of business activity.
Teams take action from one centralized workspace.
My Role
Business systems architecture
Workflow analysis
Dashboard UX planning
Automation design
CRM integration strategy
Business intelligence structure
Technologies
Business Dashboards
AI Automation
CRM Systems
Workflow Automation
Data Integration
Business Intelligence
Outcome
The completed platform transformed multiple disconnected operational processes into one connected digital system, giving the business better visibility, improved workflow coordination, and a more scalable operational foundation.
Skills
Business Intelligence
Dashboard Design
AI Automation
CRM Integration
Workflow Architecture
Digital Transformation
Automated my agency pipeline from lead to contract
I finally stopped the manual hand‑off from lead capture to signed contract. Using n8n I glued together a Webhook, Google Sheets, Groq AI for enrichment, Gmail for outreach, and the DocuSign API for e‑signatures. The CRM gets updated automatically, so the whole pipeline runs without me touching a spreadsheet. Roughly three hours per client are now free for actual work, not paperwork. The stack felt a bit hacky at first, but it’s solid enough for daily use.
#n8n #automation #Webhook #CRM
Follow for more: https://go.phonezait.de/
