Development of Trax Omni Sales CRM

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.