CRM & Business Systems

Signal Rift CRM

A multi-user CRM: lead pipeline, configurable routing, role-based permissions and custom fields.

What we built

01Leads, contacts and companies pipeline
02Region-based lead routing with alternating assignment and fallback
03Role-based permissions with custom field definitions
04Client-lock rule with automatic expiry and release
05Dashboard and reporting, web push notifications

Stack

Next.js 16 (App Router)
React 19
TypeScript
Tailwind CSS v4
shadcn / Base UI
Server Actions
Supabase Postgres
Supabase Auth + RLS
PWA + Web Push
Vercel

A note on these screens. The pipeline screens are rebuilt previews with illustrative records — the live system holds real client data. The configuration screens are real captures; they hold no records at all.

Signal Rift CRM team dashboard: lead totals, conversion rate, a performance table by salesperson, and stacked bar charts breaking leads down by salesperson and by region.

Signal Rift CRM settings: configurable lists, product taxonomy and lead routing, plus a client-lock rule that releases an assigned client automatically when it expires.

Signal Rift CRM roles and permissions: seven roles, each with a data scope of own, team or all records and a permission count, plus a form to add a new role.

Signal Rift CRM lead routing: inbound website leads assigned by the region the customer selected, with per-zone rules, a first-rep or alternating strategy and a fallback assignee.

Next project

KBS Service Center →