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SaaS CRM Dashboard for Company and Deal Tracking
A company management interface built to help sales teams organize business records, track deal values, and monitor relationships across multiple industries.
The dashboard brings company information, account ownership, connection strength, and recent interactions into one place, making it easier to manage accounts and identify sales opportunities.
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Exploring a clean, modern SaaS dashboard UI. Focused on simple layouts, smooth interactions, and a better user experience 🚀
i had to like this, it got my attention, very nice build mate.
Same support inbox, one difference. Left keeps a human on every send. Right lets the AI send on its own once the draft confidence passes 90, refunds and cancellations excluded.
I built both in Relay this week and I still cannot decide.
Would you flip that switch for your own customers, and at what number?
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I'd flip it per topic, not per score. A 90 on a question the AI has answered hundreds of times is safe. A 90 on a question it has never seen is still a guess. Can Relay set a different threshold per topic?
Trax Omni: Multi-Company Sales CRM + Mobile App, Built From Scratch
THE PROBLEM
Small and growing sales teams run on WhatsApp chats, Instagram DMs, spreadsheets and memory. Leads come from five places, nobody knows who replied to whom, follow-ups are forgotten, and the owner can't see what's actually in the pipeline. Every slow reply is a lost customer.
WHAT WE BUILT
Trax Omni, a complete sales CRM product, designed and built from scratch by UI Trax:
Product website: explains the product, shows industry templates, and lets a business create its own workspace
Today dashboard: total leads, open pipeline, won revenue, win rate and the next actions to take
Leads: source, stage, value, owner and score for every inquiry, with import and filters
Pipeline: drag-and-drop stages from Inquiry to Won, with custom stages
Sales Copilot: ask in plain words ("show my hot leads with no activity for 3 days"); it finds leads and drafts follow-ups, and nothing changes until you confirm
Tasks & follow-ups: open, overdue and completed tasks, so no lead goes cold
Automations: round-robin lead assignment, follow-up tasks and stage-based next steps
Reports & forecast: pipeline distribution, weighted forecast and revenue targets
Team & roles: separate owner, manager and employee views; each person sees only what they should
Campaigns: Meta and TikTok lead campaigns, with their leads brought into the pipeline
Quotes & invoices, WhatsApp inbox and email connected to each lead
Mobile app for iOS & Android with a full English and Urdu interface
HOW IT WAS BUILT
Multi-company setup: each business gets its own private workspace
Backend in Node.js with a PostgreSQL database
Mobile app in React Native (Expo)
Secure sign-in with Google Workspace / Microsoft SSO and MFA
Automated test suites for the backend, the mobile app and the dashboards
STATUS
Built and in final launch testing. The screens show sample data from the interactive preview.
