Live specimen

SPEC // PORTAL-01

A CRM you can actually poke at

This is a real, working slice of the kind of internal platform we build. Ad spend and traffic at one end, pipeline to quote to proposal to signature at the other, and the two joined in the middle. It runs entirely in your browser on fake data for a company that does not exist. Nothing to sign up for, and nothing you do here leaves this page.

Simulation

// DRAG A CARD, BUILD A QUOTE, SIGN THE PROPOSAL. RESET RESTORES EVERYTHING.

How to drive it

Four moves, one deal, start to close

  1. 01

    See where it came from

    Open Marketing. Analytics, Google Ads and Meta Ads in one place, with a cost per won deal at the top that no ad platform can calculate on its own, because none of them ever learn which lead signed.

  2. 02

    Work the deal

    Drag a card between pipeline columns, or open one and change its stage. Every move writes to an append-only timeline that nothing can edit after the fact.

  3. 03

    Build a quote

    Hit Build a quote, then change anything. Options price by flat rate, per foot, per unit, percent of base, or whatever the rep types. The total recalculates as you go.

  4. 04

    Send, track, close

    A quote becomes a proposal on a private link. Sections log as read at 50% visible. Sign it and the deal moves to Won, and both reports update from the same rows.

What this is really for

The demo is small. The real ones are not.

We built a system like this for a steel bridge manufacturer. It retired their Monday.com board and their ClientPoint subscription, and it now runs the whole sales operation: web leads landing straight in the pipeline, a catalog of real SKUs with a pricing engine behind it, quotes a rep can send by text, hosted proposals, e-signature, and reporting the team actually trusts.

What is hard about these builds is never the screens. It is the parts you only find out about in production: a quote whose totals must match its PDF to the cent, a discount that has to split across taxable and non-taxable lines, permissions that stop an outside rep seeing someone else's pipeline, attribution that survives from first click to signed contract, and years of legacy data that has to migrate without inventing history. We have already paid for those lessons once.

  • REPLACES CRM, proposal and e-sign subscriptions, plus the spreadsheet on the side
  • YOU OWN The code, the database, and the data in it. No per-seat bill, no lock-in
  • BUILT IN Phases, each ending in something your team can log into and use
  • ANSWERS What a lead costs, which channel pays for itself, and what a won deal cost to buy
  • FITS Teams quoting configurable products, where every deal needs a real number

Transmission incoming

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