This CRM-style Management System was built using Retool for a mid-sized Miami-based construction firm, designed to streamline the management of client contacts, companies, recruitment, and sales workflows. The system empowers operational and sales teams to efficiently handle diverse user types—Customers, Investors, Vendors, and Others—within a centralized and dynamic dashboard.

Supports polymorphic relationships for seamless linking between users and companies.

Advanced filters by name, entity type, email, mobile, and source channel.

Visual badges for source identification (e.g., “Online Search,” “MW,” “MI”).

Integrated 5-star rating system for lead scoring and prioritization.

Role-based tracking for creator/modifier accountability.

Multi-app structure built within Retool to improve app load times.

Global logic distributed across pages to reduce overhead from excessive components and queries.

Optimized UI for smooth interaction with large datasets.

Dedicated tabs for managing job candidates and sales prospects.

Supports CRUD operations across related modules and maintains referential integrity.

In-app feedback tab allows users to report issues directly.

External app subscription system with multi-organization creation capabilities.

Dynamic support tables maintain all reference data and can be updated in real-time.

Frontend: Retool

Backend: PostgreSQL (hosted via Plesk), Amazon S3 for asset storage

Integration: Retool apps with cross-linking for unified user experience

The implementation of this system significantly reduced manual data handling and internal back-and-forth—cutting client lookup and update time by over 40%. With faster load times and simplified workflows, teams were able to onboard new leads and process recruitment data 2x faster. The streamlined dashboard enabled more efficient collaboration across departments, directly contributing to better decision-making and sustained operational growth for the company.

Centralized client and company management across departments

Streamlined lead qualification and contact tracking for Sales teams

Recruitment workflow oversight with real-time candidate tracking

Flexible system expansion via multi-org and subscription modules