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Project · 01 In production

Q'ote

A CRM built for sales teams working complex accounts. Pipeline management, interaction tracking and real-time forecast visibility.

The problem

Sales teams working large accounts don't lose deals because they lack a CRM. They lose them because the CRM they have was designed for high-volume, low-complexity pipelines — and theirs is the opposite.

How it works

Q'ote models the account, not the deal. Every interaction, quote and revision hangs off the account, so the history stays readable months later when someone new picks it up.

Current state

In production. The pipeline and interaction modules are complete; forecasting is being refined with real usage data.

Stack and technical decisions

React and Node with PostgreSQL, on AWS. Relational from day one: the domain is full of relationships that a document store would have made expensive to query.