Professional · NoahDeployed
Customer Relationship Management
STWRD.CRM
A B2B sales CRM that keeps every customer, contact, conversation and follow-up in one place, with an AI assistant that drafts replies so no follow-up gets forgotten.
- The need
- Inquiries and follow-ups get lost when they live in inboxes and spreadsheets.
- My role
- Developer on a small team, working across features, the AI assistant, security and production fixes.
Features, challenges & technical details
- A public customer-inquiry portal feeds tickets straight into the CRM.
- Customers, contacts, activities, sales pipeline, follow-up reminders and reports.
- The AI assistant briefs reps before calls, flags overdue follow-ups, reads attached proposals and contracts, and drafts follow-up emails and ticket replies.
Challenges addressed
- Traced and fixed a customer-access bug reported in production.
- Updated the live database with a dry-run-first, all-or-nothing migration script so a failure couldn't leave data half-changed.
- Measured slow-loading tabs on the server and sped them up by loading dropdown data in a single request.
- Hardened security with CSRF protection, role-based access, login lockout and session timeouts.