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Built a custom CRM to bring the complete sales process into one place.
The problem was simple: leads, follow-ups, client communication and sales tracking were being managed across different tools, making it easy to miss opportunities and difficult to see what was actually happening in the pipeline.
The CRM workflow covers:
• Lead management and activity tracking
• Follow-up dates, reminders and tasks
• Sales pipeline from New → Contacted → Interested → Proposal → Won/Lost
• Lead-to-client conversion
• Meetings, quotations and deal tracking
• Salesperson commissions
• Dashboard metrics and reports
• Multi-user access and company branding
The goal wasn’t to add more software. It was to make the sales process easier to follow, easier to manage and easier to measure.
The flow shown in the video is:
Add Lead → Follow-up → Pipeline → Convert → Report
If your team is still managing leads through Excel, WhatsApp and separate tools, this is exactly the kind of workflow we build around the way your business actually works.
#CRM #CustomSoftware #SalesAutomation #SaaS #BusinessSoftware #WebDevelopment
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Taskflow Dashboard
Introducing Taskflow — a smarter way to stay on top of work. 🟣
Managing multiple tasks across a business can quickly become overwhelming. From design and development to marketing, research, project management, and operations, teams often deal with scattered tasks, unclear priorities, missed deadlines, and difficulty knowing what has actually been completed.
That’s the problem I wanted to solve with Taskflow.
I designed Taskflow as a centralized task-management dashboard where users can organize projects, track tasks, monitor progress, manage schedules, and understand their productivity at a glance.
🎯 The problem I solved
The challenge was creating a dashboard that could show a lot of information without making the user feel overwhelmed.
So I focused on:
📌 Clear task organization and prioritization
📊 At-a-glance progress and productivity statistics
🗓️ Calendar and schedule visibility
📁 Project-based task management
⏱️ Time tracking and task completion
🔎 A simple navigation structure for quick access
The goal was simple: turn scattered work into a clear, manageable workflow.
Taskflow is a concept, but the design approach is rooted in a real product-design question: How can we help people spend less time managing their work and more time actually doing it?
Designed by ATA ✦
I'm open to UI/UX, Product Design, and Visual Design opportunities, internships, and collaborations. 🚀
#UIUX #ProductDesign #DashboardDesign #UXDesign #UIDesign #TaskManagement #SaaSDesign #WebDesign #Figma #ProductDesigner #DashboardUI #DesignProcess #ContraDesigner #OpenToWork
Nice focus on "what's actually been completed". That's the question most task tools fail to answer. From building a multi-module CRM and support workspace (Knit), I'd say time tracking is where design meets the hardest engineering: a timer left running in one tab or on a phone,...
Built a simple lead intake and follow-up workflow for Nightstack Labs.
The goal was to make handling new customer inquiries more organized without manually moving information between different tools.
The workflow:
Customer submits a form
→ lead information is organized
→ lead is logged
→ the business gets notified
→ the customer gets a confirmation
Built with Tally, Make, Google Sheets, and Gmail.
AI can also be used to summarize incoming requests when it actually improves the workflow.
I like how the form feeds straight into a sheet and triggers the email, cutting out the copy paste step.
𝐀𝐈-𝐏𝐨𝐰𝐞𝐫𝐞𝐝 𝐋𝐞𝐚𝐝 𝐆𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐂𝐑𝐌 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐒𝐲𝐬𝐭𝐞𝐦
I built an automated lead generation system designed to simplify the entire sales pipeline from lead capture to follow-up.
The system collects leads from multiple sources, processes and qualifies them, adds them directly into the CRM, updates pipeline stages automatically, and triggers personalized follow-up sequences based on lead activity.
Instead of managing leads manually across different tools, the entire workflow runs through one connected automation system.
𝐖𝐡𝐚𝐭 𝐭𝐡𝐞 𝐬𝐲𝐬𝐭𝐞𝐦 𝐡𝐚𝐧𝐝𝐥𝐞𝐬:
-Lead capture from multiple sources
-Lead enrichment and qualification
-Automatic CRM entry
-Pipeline stage updates
-Automated follow-up sequences
-Reply and meeting tracking
-Opportunity management
The goal is simple: reduce manual work, improve response speed, and make sure valuable leads don’t get missed.
𝐖𝐚𝐧𝐭 𝐭𝐨 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐬𝐢𝐦𝐢𝐥𝐚𝐫 𝐥𝐞𝐚𝐝 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐑𝐌 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐲𝐬𝐭𝐞𝐦 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬? 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭.
Seeing the pipeline stage updates happen automatically must free up a lot of time for real sales conversations.