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SMBInternal Tools

Internal Operations CRM

Custom CRM unifying sales, operations and support.

OneDeskUnified
Tools
12→1
Adoption
98%
Services
Design, Internal Tools Development
Industry
Internal Tools
Timeline
6 Weeks
12→1
tools consolidated
98%
team adoption
Custom
workflow fit

Overview

An SMB ran its entire operation across a dozen disconnected apps.

The Challenge

Data was duplicated across twelve tools, nothing synced, and onboarding new staff was painful.

What We Built

  • A custom internal CRM and ops hub
  • Unified customer and pipeline data
  • Role-based access and dashboards
  • Integrations with their existing stack

Goal

To unify sales, operations and support in one internal CRM that removes duplicate data entry and gives every team a single source of truth.

36+
Screens & modules
60+
UI components
38+
API endpoints

Technologies

Internal toolingNodePostgreSQLREST APIs

One system replaced twelve. Everyone finally works from the same source of truth.

Operations Director, SMB
More Work

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