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.
Technologies Used
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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.
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
Services Provided
Key Features
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