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Before replacing your CRM, ask for a demo of one difficult working day.
Not a tour of dashboards. Use a fictional scenario based on your process: a repeat enquiry arrives, two managers need different access, the customer has an old note, and a task is still open.
Then compare three options against the same scenario:
CONFIGURE: the existing platform can handle it with fields, roles and workflow settings.
CONNECT: the CRM works, but one step needs an integration or a small module.
BUILD: an essential rule or data relationship cannot be implemented within the available platform's constraints.
Ask each option to show the same evidence: the manager can find the history, the right person owns the next step, and the required report reflects the change. Check data export and ongoing costs before choosing.
A missing feature is a problem to define, not automatically a reason to rebuild everything. AI is not a substitute for that decision.
ROVELK helps with CRM configuration, integrations and custom modules. Message me through Contra with your current tools and one workflow that gets stuck—no customer records needed. We can discuss a focused first scope. Project communication: Russian / Ukrainian; scope and price agreed before work.
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MASTER START — Lead Automation System
Independent product demo of a lead-processing workflow that connects website forms with Kommo, sends manager alerts in Telegram, and handles automated email follow-up with CRM status-based stop logic.
Built and tested with synthetic data.
The CRM status based stop logic is crucial because it prevents sending duplicate emails to leads who already converted. Without that guard, your automation risks annoying customers and cluttering the inbox with unnecessary follow ups.
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.
Built a clean CRM experience focused on what actually matters: deals, activity, documents, tasks, communication, and follow-ups in one place.
The goal was simple: reduce clicks, keep teams organized, and make every customer interaction easier to manage.
Designed for modern sales and operations teams.
#CRM #SaaS #ProductDesign #UXUI #WebApp #SoftwareDevelopment #MTECHUB
