Evolve an internal tool into a structured product
Design of a customer relationship management tool organised around company workflows and prepared to evolve progressively into a SaaS service.
- Context
- Company project
- Role
- Full-stack design and development
- Status
- In development
- Organisation, employees and branches
- Microsoft and LinkedIn connections
- Architecture designed to evolve
Build around real work, not a generic model.
Challenge
An internal CRM must bring very different information and actions together without becoming a pile of screens. The challenge was to create a shared structure for accounts, employees, branches and sales views while preserving a credible path for future development.
Mission
Contribute to the product’s design and development, connect the interface to business needs and prepare a technical foundation for new modules and a future SaaS offering.
A business product takes shape layer by layer.
- 01
Start with internal workflows
Organise the product around the entities and actions teams already use instead of imposing an abstract CRM model.
- 02
Structure the interface
Separate accounts, employees, branches and sales views to make navigation predictable and enable module-by-module development.
- 03
Connect the ecosystem
Plan connections to existing tools, including Microsoft and LinkedIn, through an understandable configuration space.
- 04
Prepare for what comes next
Maintain a clear separation between React, the Node.js API and MySQL data so the planned SaaS evolution does not require a full rewrite.
A clear foundation to keep building on.
This project illustrates the shift from an isolated feature to product thinking. The challenge is not just building screens: it lies in naming the business concepts, separating responsibilities and leaving room for future needs without over-engineering too early.
- Business navigation organised around identifiable modules.
- An interface connecting account information, organisation and integrations.
- A full-stack foundation with a clear separation between presentation, services and data.
- A product path designed beyond the immediate need.