A growing creative studio needed a centralized system to manage leads, projects, clients, and outreach. We delivered a full-featured platform in two weeks.
[ The Platform ]
[ The Challenge ]
The studio was managing leads in spreadsheets, tracking projects across multiple apps, and losing context on client relationships. Outreach was manual and inconsistent.
They needed a unified platform — one place to manage their entire business pipeline, from first contact to project delivery and beyond.
The constraint: it had to be live within two weeks, matching their existing brand and workflow without disrupting ongoing operations.
[ The Solution ]
We built a bespoke CRM platform using Next.js 14 with server-side rendering for speed and security. Every feature was tailored to their specific workflow.
Lead management with smart categorization, project pipelines with stage tracking, a template-based email outreach system, and real-time analytics — all in one cohesive interface.
File management powered by Vercel Blob storage handles proposals, contracts, and creative assets. Server-side authentication ensures data stays protected.
[ Timeline ]
Requirements gathering, database schema design, authentication flow planning.
Lead management, contact database, company profiles, and relationship mapping.
Project tracking, pipeline stages, revenue forecasting, and status workflows.
Email template builder, bulk outreach tools, follow-up scheduling, and tracking.
Real-time dashboard, file management with Vercel Blob, reporting views.
Final QA, performance optimization, deployment, and team onboarding.
[ Tech Stack ]
[ Features ]
Smart categorization, scoring, and pipeline tracking with automated status updates.
Kanban-style boards, milestone tracking, and revenue forecasting per project.
30+ customizable templates, bulk sending, follow-up scheduling, and open tracking.
Vercel Blob-powered file storage for proposals, contracts, and creative deliverables.
Live dashboard with conversion metrics, pipeline health, and revenue trends.
Server-side authentication, role-based access, and encrypted data storage.
— 8080.design team
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