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CRM, client portal, and in-app collaboration
End-to-end Laravel CRM for an estimation business: leads, quotes, jobs, documents, dashboards, a dedicated client portal, and real-time chat between staff and clients.
This CRM is tailored to estimation workflows—pipeline visibility, quote versioning, document centralization, and handoffs between estimators and coordinators. A client portal keeps approvals, files, and status in one place instead of scattered email threads. Real-time chat reduces back-and-forth on active jobs, while dashboards and exports support operational reporting. Soft deletes, activity timelines, and audit-friendly fields support handovers and dispute review.
Insights and takeaways from this project
B2B CRM information architecture for estimation and construction-adjacent workflows
Realtime messaging patterns alongside traditional Laravel request/response flows
Reporting and export design for pipeline and job-level KPIs