Built a custom Base44 CRM

Built a custom Base44 CRM for a U.S. government contracting business, replacing a complex spreadsheet-based workflow with a role-based operating system for opportunities, vendors, quotes, pricing, proposals, submissions, and results. The client’s team was managing opportunities, vendors, outreach, calls, quotes, pricing, proposals, submissions, results, and notes across multiple tabs. The issue was not just messy data. Their spreadsheet had become the business process, which made ownership, follow-ups, pricing visibility, and daily execution harder to manage as volume increased.

I built a lean Base44 CRM focused on speed, usability, role-specific dashboards, and daily team adoption. The system was designed as a GovCon operations command center, not a spreadsheet clone.

What I Built

Opportunity pipeline for government contract tracking

Vendor database and quick vendor intake

Outreach workspace for VA follow-ups

Caller workspace for call logging

Quote intake and compliance tracking

Pricing workflow with restricted financial visibility

Proposal and submission tracking

Result tracking for won, lost, and cancelled bids

Activity logs and follow-up tasks

Role-based dashboards for admins, proposal leads, VAs, callers, and compliance users

Mobile-friendly quick actions for outreach, calls, notes, and task completion

Key Automation & System Logic

The CRM was designed around clear workflow rules: new opportunities enter the pipeline, qualified bids move into vendor sourcing, outreach and calls create activity history, quote compliance gates pricing, and approved pricing supports proposal and submission workflows.

Sensitive financial fields were restricted from VAs and callers, while leadership had visibility into pricing, profit, awarded price, and vendor performance.

Outcome

The final system gave the team a single source of truth for GovCon operations and helped replace disconnected spreadsheet tabs with a structured, role-based workflow inside Base44.

Instead of asking, “Where is this tracked?” the team can now quickly answer:

What needs action? Who owns it? What stage is it in? Which vendors responded? Are quotes ready? What is blocking the bid? Was it submitted? What was the result?

Stack

Base44 CRM Workflow Design Role-Based Permissions GovCon Operations Process Automation Spreadsheet-to-CRM Migration

My Role

I handled the system architecture, CRM workflow modeling, data structure, role permissions, automation logic, and Base44 build strategy from planning through implementation.