Design Pals CRM
Project Overview
We designed, developed and deployed a personalized CRM for Design Pals to centralize their internal business operations and give the team a single platform for managing clients, sales activity, orders, invoicing and internal workflows. Instead of relying on disconnected tools and manual processes, the system was built specifically around Design Pals' requirements: centralized client and business information as one source of truth, structured sales and order workflows, invoicing and the financial information attached to it, and internal team management designed around how they actually work.
Development scope
- Built a personalized CRM specifically around Design Pals' internal workflows
- Centralized client and business operations into one platform
- Developed custom sales, order and invoicing workflows
- Delivered complete development and production deployment
- Replaced fragmented operational processes with a centralized business system
The operational challenge
Design Pals needed a CRM built around its internal operation. Business information and workflows were spread across disconnected tools and manual processes, with client records, sales activity, orders and invoicing needing a central place in the team's work.
The goal of the custom system was to bring those related activities into one platform shaped around Design Pals' requirements, rather than require the business to work within a generic CRM structure.
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Client, sales, order and invoice workflows
The documented scope includes centralized client and business information, structured sales and order workflows, invoicing and its related financial information, and internal team management. These are connected parts of the same operational platform.
For another business considering a custom CRM, the relevant question is how information moves between these workflows and which responsibilities the system needs to support. Mapping that operation defines the software scope before choosing individual features.
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Technical implementation and delivery
SignX's documented engagement covers the design, development and production deployment of the personalized CRM. NestJS and PostgreSQL are the recorded technologies for this project.
The project illustrates a business-specific application approach: the platform was designed to unify client and operational workflows in one tailored system. The emphasis is a CRM structured around the team's daily work, with connected business information and workflows shaped around their requirements.
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Project interfaces
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