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Large Kuwaiti IT systems integrator · Digital platforms

A sales team selling restaurant technology gets a CRM with margin-aware, approved proposals.

  • CRM
  • Proposal builder
  • Approval workflow
  • Sales pipeline
Proposal builder with hardware, software and service lines and live margin, pending approval, on demo data
  • 5 daysfrom first commit to pipeline, proposals and approvals
  • 6pipeline stages, from lead to closed
  • 3roles, from account manager to admin
  • 30commits
Before

The team needed a list of restaurants and cafes in Kuwait to sell to, and proposals that combine hardware, software and service lines with shipping, support, discounts, payment terms and a manager's sign-off.

An early version was compared with a leading off-the-shelf CRM. That showed what was missing: no visual pipeline, no typed activities or tasks, no automatic status updates and only basic reporting. Those gaps were then closed.

What we built
Lead records
Status, priority, POS in use, branches, owning group, contacts and an assigned account manager, with filters for each.
A prospect list from public data
Built from public directory data and refreshed from inside the app. Listings that disappear are flagged, not deleted.
Pipeline and activities
Drag-and-drop stages from Lead to Closed, with calls, meetings, notes and tasks due in the week ahead.
Proposal builder
Hardware, software, service and custom lines with live cost and margin, shipping and support uplifts, discounts, and payment terms that must add up to 100%. Every save is a new version.
Approval and print
Draft, pending, approved or rejected, with who decided and when. Customers get a clean print view without internal cost or margin.
Drag-and-drop deals pipeline with columns from Lead to Closed
Pipeline: drag deals from lead to closed.
Customer-facing printable proposal without internal cost or margin
Print view: a clean quote for the customer, with no internal cost or margin.
Integration

From public listings to a signed-off quote

  1. public dataDirectory listingsrestaurants and cafes
  3. we builtSales CRMleads, pipeline, proposals, approvals
  5. outputCustomer quoteprint or PDF
SystemDirectionMethodWhat flows
Public directory listingsinHTTP import, refreshed from the appRestaurant and cafe names, cuisine tags and listing links, as leads
DatabasebothORMLeads, contacts, activities, proposals, catalogue items, users and options
Printable proposaloutPrint or save as PDFA customer-ready quote without internal cost or margin
next case studyPoint-of-sale data flowing into the ERP automatically
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