Discovery
Clarify the goal, users, constraints, current systems, success measures, and delivery risks.
Sales Tooling
Executive Performance CRM
Lightweight CRM for a field sales team: visit logs, follow-up dates and pipeline status in an Android app and a web dashboard, replacing a WhatsApp group used as a system of record.
- Client
- Services business, Delhi NCR (via NodeAscend)
- Year
- 2025
- Role
- Full-stack and Android build
- Type
- Web App
(01)The brief
What needed solving
Every conversation lived in chat, so nothing could be reviewed later. Managers could not tell who had been called on, what was promised, or which lead had gone quiet for eleven days — because none of it was written down anywhere queryable.
(02)Approach
How it was built
(01)
Designed the entry form first, from the salesperson's side of the table: three taps to log a visit, photo attached, next follow-up date set by default.
(02)
Everything the field does offline queues on the device and syncs when the network returns.
(03)
The dashboard reports on the log, not on promises — pipeline movement, days since last contact, and visits that never turned into a follow-up.
(04)
Deliberately small: no modules for things nobody asked for, because an unused CRM is worse than a group chat.
(03)Outcome
What changed
The group chat stopped being the record. Follow-ups are dated, visible and chased; and the weekly review meeting reads a screen instead of arguing from memory.
LoggingThree taps, works offline
ReviewPipeline and staleness on one screen
AdoptionUsed by the field team without policing
Field workflow designReact dashboardNode.js API with Firebase authAndroid app for visit loggingOffline queue and syncWeekly report views
(04)Process
The same six stages,every project
Architecture
Choose the right structure, integrations, data model, security boundaries, and technology stack.
Design
Map important journeys and responsive states before expensive decisions are locked in.
Development
Build in reviewable milestones with clean code, documented decisions, and visible progress.
Testing & Launch
Validate functionality, performance, accessibility, security, and production readiness.
Support & Improvement
Monitor real use, resolve issues, and prioritize improvements using evidence.
(05)Keep exploring
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