I built a relationship CRM that tracks every contact and surfaces who to reach out to next, on the same stack I deploy for clients.
Relationship CRM
Outcomes
- Every contact, company, and interaction lives in one place, in production daily.
- Surfaces the next outreach action instead of leaving follow-up to memory.
- Ties relationships to money so the pipeline never rots in a spreadsheet.
Challenge
Follow-up dies in spreadsheets. Leads go cold silently, and nobody notices until the quarter is already lost.
Solution
- I designed the schema for contacts, companies, and interactions.
- I built automations that flag stale relationships before they go cold.
- I ship client builds on the same stack, so what runs my pipeline can run theirs.
For a recruiting firm this becomes the candidate pipeline. For an agency it is the client book. For an M&A team it is deal flow.