Pipeline tracking
Kanban-style deal movement with clear stage ownership.
STUDIO BUILD / SaaS / CRM
SmartLead CRM
A modern lead-management workspace for pipeline visibility, team assignment, follow-ups and conversion insight.
PORTFOLIO TYPEVibecoading studio build
INDUSTRYSales software
COMPLETEDMay 2020
TIMELINE9 weeks
PROJECT OVERVIEW
SmartLead CRM is a studio-built SaaS concept that explores how small and mid-size sales teams can manage leads, ownership, follow-ups and reporting without a cluttered enterprise interface.
Studio BuildStudio ConceptSales software5 person team
TECHNOLOGY STACK
React
Node.js
Express
MongoDB
JWT / APITOOLS & DELIVERY
ReactNode.jsExpressMongoDBJWT / APIFigmaGitHubPostmanDatabase consoleVercel / Cloud runtimeQA test matrix
DELIVERABLESProduct strategyUX / UI designResponsive product flowsAdmin operationsData modelIntegration boundariesQA matrix
PLATFORMSWebResponsive
PRODUCT FEATURES
Designed around real jobs, states and decisions.
Team assignment
Assign leads and surface workload by owner.
Follow-up reminders
Keep next actions visible instead of buried in notes.
Conversion analytics
Understand movement from lead to closed opportunity.
THE BUILDFrom friction
From friction
to working system.
SmartLead CRM is a studio-built SaaS concept that explores how small and mid-size sales teams can manage leads, ownership, follow-ups and reporting without a cluttered enterprise interface.
DISCIPLINESProduct strategyUX / UI designSystem designFrontend prototypeBackend architectureQA planning
SERVICES PROVIDEDSaaS / CRMFull-stack engineeringSales software
Challenge
Sales teams often split lead context across spreadsheets, inboxes and messaging tools, making ownership and follow-up inconsistent.
Solution
We designed a focused CRM around a visual pipeline, shared activity history, reminders, team ownership and simple conversion reporting.
Result
The concept demonstrates a cleaner operating model for lead management with clear ownership, faster handoffs and a measurable funnel.
SYSTEM ARCHITECTURE
The product is more than its screens.
Interface, application logic, data boundaries and operational controls are designed as one system.
Experience layer
Responsive interfaces, interaction states and role-aware navigation designed around the primary user workflow.
Application layer
Business rules, validation, orchestration and permission checks separated from presentation concerns.
Data & integration layer
Structured persistence, third-party APIs, background tasks and integration boundaries with explicit failure handling.
Operations layer
Admin controls, observability, auditability and release tooling so the product can be operated after launch.
PRODUCT SCREENS
Five views of the product system.
Original Vibecoading interface visuals created for this case study: overview, workflow, analytics, detail and responsive states.
DELIVERY PROCESS
How the system gets shaped.
Discover
Map the real workflow, user roles, constraints and success criteria before adding features.
Prototype
Design the smallest useful experience and validate navigation, states and information hierarchy.
Engineer
Build frontend, backend, data model, access controls and integrations as one system.
Verify
Test happy paths, error states, permissions, responsive behavior and release readiness.
Measure
Instrument meaningful events and use real feedback to choose the next valuable improvement.
HAVE A SIMILAR WORKFLOW?
We can turn it into a product system.
Bring the messy process, product idea or operational problem. We will help shape the useful core, the interface and the system underneath it.
Start a project ↗