Dashboards, CRM & Automation

Overview

What we deliver

We build intelligent business tools that replace spreadsheets, manual tracking, and disconnected workflows with unified, real-time systems. From admin dashboards to full-featured CRM platforms, every tool is tailored to how your team actually works.

Our automation solutions connect your existing tools, trigger actions based on business events, and reduce repetitive tasks — freeing your team to focus on work that matters. We design systems that think ahead, not just react.

Whether you need a sales pipeline tracker, an operations dashboard, or a complete business process automation suite, we deliver solutions that provide clarity, control, and competitive advantage.

Key Highlights

Real-time data visualisation & KPI tracking
Custom sales pipeline & lead management
Workflow automation with event triggers
Third-party integrations (Slack, Email, WhatsApp)
Role-based dashboards for teams & management

Capabilities

What we offer

Admin Dashboards

Real-time admin panels with KPI widgets, data tables, charts, and role-based views — giving your team instant visibility into what matters.

CRM Systems (Sales/Leads)

Custom CRM platforms with lead capture, pipeline management, follow-up automation, deal tracking, and performance analytics.

Business Process Automation

Automated workflows that trigger emails, update records, assign tasks, and sync data across your tools — eliminating manual bottlenecks.

Custom Workflow Tools

Tailored internal tools for task management, approval flows, inventory tracking, scheduling, and team coordination.

Notification & Alert Systems

Smart notification pipelines via email, SMS, Slack, and WhatsApp — triggered by business events, deadlines, or anomalies.

Reporting & Export

Automated report generation with PDF/Excel export, scheduled email delivery, and customisable data views for stakeholders.

Process

How we work

01

Step 01

Workflow Audit

We map your current processes, identify bottlenecks, and define the highest-impact automation opportunities.

02

Step 02

System Design

Dashboard layouts, data models, and automation rules are designed collaboratively with your team.

03

Step 03

Build & Integrate

Development with real data, integrations with your existing tools, and iterative refinement based on team feedback.

04

Step 04

Deploy & Optimise

Go-live with training, documentation, and ongoing optimisation as your processes evolve.

Tech Stack

Supported integrations

React Next.js Node.js Express.js Laravel PHP Chart.js D3.js MySQL PostgreSQL Redis Cron Jobs WebSocket REST API Slack API SMTP WhatsApp API

Questions & Answers

Frequently Asked Questions

Everything you need to know about our dashboards, crm & automation process, engineering standards, and delivery commitments.

Have a unique question?

Our technical architects are available to review your project scope and specifications.

Talk to an Engineer

01 Can you build custom CRM dashboards that replace our messy spreadsheets?

Yes, we specialize in migrating disconnected Google Sheets and Excel files into unified, relational database-backed CRM dashboards with lead stages, interaction history, automated follow-ups, and conversion funnels.

02 What kind of business process automations can you implement?

We build event-driven automation pipelines that automatically assign new leads to reps, send personalized email sequences, sync payment statuses, create internal tasks, and update inventory upon specific trigger conditions.

03 Can alerts and reports be delivered directly to Slack, WhatsApp, and email?

Yes, we integrate official Slack Webhooks, WhatsApp Business API, SMS gateways, and SMTP mail servers to dispatch instant notifications for critical business milestones, anomaly alerts, and daily summary digests.

04 How does role-based access control (RBAC) work across teams?

We implement granular permission matrixes—Superadmin, Sales Lead, Support Agent, Executive Viewer—ensuring sensitive customer data, financial reports, and administrative controls are only visible to authorized personnel.

05 Are dashboards updated in real time or via batch sync?

We support both real-time WebSocket telemetry for high-frequency operations (live chat, order tracking, agent status) and high-efficiency indexed database queries with caching for historical KPI reporting.

06 Can we export reports to PDF, CSV, and Excel automatically on schedule?

Yes, we implement automated cron jobs that compile executive PDF summaries and formatted Excel exports, automatically emailing them to stakeholders on daily, weekly, or monthly schedules.

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