Case study

CRM with contract and document generation

An automated pipeline where winning the lead generates the contract, opens the project and, at the end, files what was learned from it.

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Sector: Sales

The build

What the problem was, and what we did about it.

The problem

The pipeline is in a spreadsheet, the contract is in a Word document, the invoice somewhere else, and what was learned on the project is never remembered.

What we built

A CRM in which every won lead becomes a project, documents generate themselves from templates, and closing a project records its results and its lessons while anyone still remembers them.

Illustration: the CRM's home screen, its menu beside its picture

Illustration, close up: the sales pipeline, each deal with its client, its stage, its value and its kind of work — A closer look
An illustration of the system, drawn for this page with demo data. Nothing shown is a client's own.

Built with

Power Apps
Power Automate
Word templates

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