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Customer Relationship Management

CRM Sphere

Build a flexible CRM platform for small to mid-sized businesses to manage clients, projects, teams, and internal workflows with real-time updates and role-based access.

Timeline
3 weeks
Business Type
Internal SaaS / B2B Tool

Technologies Used

Bubble.ioFigma
CRM Sphere

Project Mockups

Visual representation of our design and development process

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Case Study

Detailed breakdown of the project from challenge to solution

Objective

Build a flexible CRM platform for small to mid-sized businesses to manage clients, projects, teams, and internal workflows with real-time updates and role-based access.

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The Challenge

The goal was to create a CRM that’s simple for small teams but powerful enough for scaling — allowing real-time team collaboration, user roles, client tracking, and full project oversight, all in a single-page UI.

Our Solution

We used Bubble.io with a clean SPA layout using reusable components. The database is structured around users, clients, projects, and roles. Admins can create teams, assign projects, and manage business info, while employees see only what's relevant to them. Project cards, modals, and inline editing were implemented for UX speed.

The Result

CRM Sphere streamlined client and project workflows, reduced manual updates by 80%, and improved internal visibility across departments. Admins now assign tasks in seconds and employees access real-time updates on project status and client interactions.

Integrations

SendGrid

Services Provided

Custom CRM Development
User Role Management
Data Architecture & Workflows
Responsive UI with Single Page Components

Key Features

Role-Based Access Control
Client & Project Management
Team Invites and Assignment
Inline Editing with Modals
Reusable SPA Layout Components
Search, Filters & Status Indicators

Ready to Start Your Project?

Let's discuss how we can help you achieve similar results for your business.

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