A CRM rollout for a growing B2B sales team
Every enquiry with an owner and a next step, built on the Yuvyora Workspace.
A concept: we'll show how it would work for your business.
Concept project: designed and built by Yuvyora to show approach and capability, not for a paying client.
- Industry
- SMBs & Startups
- Capabilities
- Product Design, Web & App Development
- Timeline
- Concept · 6 weeks
- Product
- Yuvyora Workspace
The concern, and the fix.
- 01
The concernLeads are spread across WhatsApp, email and spreadsheets.
How it's solvedOne inbox for every enquiry, from every channel.
- 02
The concernNobody knows who owns which lead.
How it's solvedClear owners and pipeline stages for every deal.
- 03
The concernFollow-ups are forgotten.
How it's solvedReminders, and a mobile view for people in the field.
A CRM rollout for a fast-growing services company, built on the Yuvyora Workspace. Every enquiry from WhatsApp, email and the website lands in one pipeline with an owner and a next step, and managers finally see what the team is working on.
The challenge
A fast-growing services company tracks leads across WhatsApp, email and spreadsheets. Enquiries go unanswered and nobody knows who owns what.
What we'd build
- Mapped the sales process from enquiry to signed deal.
- Configured pipeline stages, owners and follow-up reminders.
- Designed a mobile view so the team can update leads in the field.
Team chat
Message one person or a whole team, on the phone and the web. Only active teammates are listed.
Share them in the chat. Photos clear after 24 hours and files after 3 days, to save space.
Ticks show when a message is sent and when it's been read.
Schedule a Google Meet with everyone in the chat invited by Gmail.
Hiring
- Candidates by stage
From resume review to hired, with interview rounds, ratings and feedback.
- A private tracker for candidates
Emailed from the HR mailbox, signed by whoever shared it, with their designation.
- Offers on the letterhead
Approved by the Owner or an Admin, then read and signed online.
- Final once hired
A hired candidate's record is locked; only the Owner can change it.
People and HR
- Profiles and the org chart
Twelve departments, levels from the Head to L6, and who reports to whom.
- Letters and ID cards
Appraisal, confirmation and promotion letters, and print-ready ID cards.
- Policies, acknowledged
Everyone ticks to acknowledge each policy; HR sees who hasn't yet.
- Resignations done right
Manager first, then HR confirms the last day, then access ends on its own.
Everyday work
- Attendance with location
Check in and out with the location recorded at each tap.
- Leave and work from home
Apply, approve and see balances and holidays in one place.
- A To do that builds itself
Approvals, offers and policies to read, most urgent first.
- Birthdays and wishes
Today's birthdays on Home, with a wish one tap away.
Secure and always current
- Live on every screen
Approvals, messages and changes appear for everyone without a refresh.
- App lock
A PIN, Face ID or fingerprint on the installed app.
- Access by role
Six access levels, enforced by the server and tested on every release.
- Storage that stays lean
Suggests what can be cleared, backs it up, and keeps data no longer than 2 years.
- 01
Capture
An enquiry arrives from any channel and is assigned an owner.
- 02
Work
The owner calls, adds notes and moves the deal forward.
- 03
Remind
Overdue follow-ups are flagged every morning.
- 04
Review
The manager sees the pipeline and the week's wins.
What we'd use to build it. The final choice depends on your needs and the systems you already use.
12 tools across 5 layers
App
- Next.js and ReactFast, search-friendly pages and a responsive dashboard
- TypeScriptTyped data, so mistakes are caught before release
- Installable web app (PWA)Opens from the home screen like an app, no store needed
Design
- FigmaScreens designed and tested with real users before any code
- Design tokensOne look across every screen, easy to rebrand
Data and sign-in
- Firebase AuthenticationPhone OTP or Google sign-in, nothing to remember
- Cloud FirestoreLive updates across staff and client screens
- Cloud FunctionsReminders, receipts and other tasks that run on their own
Integrations
- WhatsApp Business PlatformUpdates and replies where clients already are
- Google Maps PlatformLive locations, routes and arrival times
Hosting and quality
- Firebase HostingGlobal CDN with HTTPS
- Automated testsSecurity rules and key flows tested before every release
- No enquiry lost between personal phones and inboxes.
- Faster replies, which win more business in competitive markets.
- A pipeline the owner can trust when planning hiring and cash.
- Call logging
- Calls logged automatically against the lead.
- AI follow-up drafts
- Suggested follow-up messages based on the notes.
- Sales targets
- Monthly targets and progress for each salesperson.
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Let's create what's next.
We are partnering with a select group of 5 founding clients. Each one gets our full attention, our best thinking and terms reserved for the businesses that grow with us from the start.
- Senior team on your project from day one
- Preferred founding terms, agreed in your proposal
- Direct founder involvement in every key decision
- Priority scheduling ahead of standard engagements
Apply for a founding place Or start with a free website & app audit