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AI systems · live access

The whole CRM,
from the inside.

Pipeline, proposals, contracts, unified WhatsApp inbox, dashboards and AI in one system, built with AI and without a development team. You can log in and use it.

FrontAI systems
StackReact · JavaScript · SQL
Teams5 to 20 reps
StatusIn operation
The problem

The sales operation ran in pieces: deals in a third-party CRM, proposals in Word, contracts retyped by hand, conversations in each rep's personal WhatsApp, and marketing blind to everything after the click. Every handoff between those pieces was a chance to lose the lead or type a wrong number.

What was built

A single platform with pipeline and opportunities, proposal and contract generators, a unified WhatsApp inbox with an AI agent, marketing and investment dashboards, a team task board, role-based access and encrypted personal data.

The automations that used to live in Zapier and Make moved inside as first-party code: webhook receivers, scheduled jobs and a queue, each with retries, logging and an alert path.

The mechanism

Every structural change ships as a numbered migration, applied in order and recorded. The code carries automated tests, a production smoke suite and a security probe that runs on each release.

Modules default to off and are switched on from a configuration screen, which lets the same codebase serve teams of 5 to 20 reps with different needs, without becoming one system per team.

The outcome

A feature built once ships to any instance. Two paid automation tools left the bill. And the integration failure that used to disappear in silence now raises an alert.

Inside it

Eight screens of the system.

Captures from the demo environment, with fictional data. Management happens on the desktop, where the whole pipeline and the month's dashboard fit at once. Reps work from the phone, out on visits or on the road, so the same screens were built to fit there too.

Pipeline kanban on desktop
The whole pipeline at onceSix stages side by side, with value, temperature and days idle on every card
Sales dashboard on desktop
The month's dashboardPipeline, conversion and losses, with per-rep performance on the same screen
Funnel analysis by stage
The funnel analysisHow much value sits in each stage, so you know where to push
Record of issued proposals
The proposal recordEvery proposal issued is logged, with value, status and a link back to the pipeline

The same screens on a phone

Sales pipeline kanban on a phone
The pipelineKanban by stage, with value, temperature and days idle on every deal
Lead record with data, deal and UTMs
The lead recordData, deal, source and the UTMs that brought the contact in
Dashboard with pipeline, conversion and losses
The dashboardOpen pipeline, conversion and losses, filtered by rep
Proposal list with pipeline value
The proposalsEvery generated proposal is logged and becomes analysis for the board

Live access

Log in and use it.

A demo environment with fictional data. You come in as a manager and navigate the whole operation: pipeline, proposals, contracts, dashboards.

Access is granted manually, by me, to prevent bulk account creation. I usually reply the same day. Access is temporary and expires on its own.