Sales game
Bonus cash: on!
$20
Turn a deal in now
Broadcast mode
The Sales Board runs on the TV above the sales floor. When the bonus-cash sign lights up, every deal turned in earns extra.
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Case study · Operations & Workflow Platform · Internal System
Inside CustomCRM
CustomCRM orchestrates end-to-end business operations across every department in one unified platform. The system tracks every account from the initial sale and deal structuring (calculating revenue, commissions, and rep performance) through creative proofing, multi-stage production fulfillment, accounts receivable reconciliation, and automated renewal cycles. Every team works together in a single source of truth.
- › auth google sso · company domain ok
- › data postgres · row-level security ok
- › sync realtime · sales board broadcasting live
- › load 1,345 accounts · 8,002 partners ok
- Client accounts
- 1,345
- Commercial partners
- 8,002
- Jobs in review queue
- 213
- Screens on this tour
- 52
The route
One lifecycle. Every department.
Every account makes the same coordinated trip through the organization. It gets booked, configured with sold deliverables, proofed and approved by creative, staged through production fulfillment, completed, and queued for renewal. Each stop below is a desk in the company, and every desk works in one system.
- 01 Book
- 02 Sell
- 03 Proof
- 04 Fulfill
- 05 Deliver
- 06 Renew
Chapter 01 · Access + dashboard
Clock in through a single gate.
Sign-in is Google SSO, locked to authorized company domain accounts. Past the gate, the dashboard opens on a live clock and a What's New feed of patch notes, and anyone can build a custom tab from the cards they actually use.
- Google SSO, company domain only
- Live clock + patch-notes feed
- Per-user custom dashboard
Chapter 02 · 1,345 client accounts
Every account runs on an active sales clock.
Each account card carries a dynamic sales clock, and working-set filters cut the list to what's active, what's approaching cutoff, and what's already in fulfillment. Open one and the entire account status is on one screen: capacity fullness, asset approval progress, total revenue booked, and how many days remain before the production deadline.
- Working-set filters across 1,345 accounts
- Capacity tracking + asset approval progress
- New cycles and placements without leaving the account
Working-set filters Active sales cycle clock on every card Accounts, invoiced, and last-7-day sales 
Click the glowing circles to zoom! Scroll over the screen to explore it
Click the glowing circles to zoom!
Account detail. Move across the screen to inspect it, or tap a hotspot.
Chapter 03 · 8,002 commercial accounts
One form for every deal shape.
Thousands of partner businesses, segmented by real-time account status: new, renewing, expanding, upgrading, or pending review. When a rep closes, the Deal Builder records it in one pass, whether it's a standard order, a commission split, a multi-account bundle, a complimentary placement, or a training-credit deal.
- Segments by new, renewal, expansion, upgrade, and review status
- Account history and notes per business
- Splits, bundles, comps, and training credit
Chapter 04 · Sales + performance
An office TV that keeps score.
The Sales Board is built for the TV on the sales-floor wall: today's goal, a quarter-by-quarter live tracker, a monthly thermometer, and a bonus-cash sign that flips on when the floor is hot. Behind the broadcast sits a surgical ledger of every revenue event.
- Live quarter-by-quarter tracker
- Every sale, installment, comp, and refund in one ledger
- Rep performance, call data, and training
Sales Board
Daily goal, live quarter tracker, monthly thermometer, and the bonus-cash sign, sized for the office TV.
Sales Tracker
Sales, half-downs, installments, comps, refunds, and voids: every revenue event in one filterable sheet.
Performance Center
Mon–Fri weekly and calendar-month views of every rep, with bonus tiers calculated automatically.
Nextiva Reporting
Dials, talk time, and inbound calls from the phone system, folded into rep performance.
Team Assignments
Assign accounts to reps and agents, and track ownership across the full roster.
Campaign Export
Filter the client and account base into targeted segments and export straight to CSV.
Chapter 05 · Receivables + reconciliation
Fix the ledger, not the figure.
Accounts Receivable lists every open balance (overdue, due this week, due this month) with a payment action on each row. And when a number looks wrong, Money Reconciliation explains it: cached totals are checked against the payments ledger, and one safe re-derive rebuilds the figure. Nobody types over a total by hand.
- Overdue, due-this-week, and due-this-month queues
- Checks held as pending until deposited
- Cache-vs-ledger integrity with a one-click re-derive
Integrity check
- Cached total
- $347.50
- Payments ledger
- $0.00
- Difference
- $347.50
Paid over total · mismatch
Chapter 06 · 213 jobs in review queue
Proofs, approvals, and a bottleneck alarm.
The creative queue groups every review job by day (sent, approved, re-sent) and raises an alarm when client approvals stall. Select a job and the queue stays put on the left while its detail and history slide open on the right.
- Day-grouped queue, oldest open work first
- Bottleneck alerts for stalled approvals
- A full workbench for every job
Bottleneck: client approvals. 172 sent proofs with no reply in 5+ days. Chase them, or force-approve from the Awaiting tab.
Chapter 07 · Orders in fulfillment
From staging to final fulfillment.
The Production Queue tracks every active order cycle toward delivery (ready for staging, submitted, shipped) and flags any that slip past target deadlines. Each cycle provides visual component readiness, logged delivery dates drive the renewal schedule, and completed work is archived for verification.
- Per-cycle readiness for staging, production, and shipping
- Visual component mapping across every deliverable
- Delivery tracking that triggers the renewal schedule
Chapter 08 · The loop closes
Closing the loop with automated renewals.
Following successful fulfillment, an automated clock begins. Renewals lists every account approaching its next cycle, the Booking Desk tracks rep attribution and milestone bonuses for collected revenue, and the Reminder Engine automates follow-ups for pending approvals.
- Automated renewal scheduling post-fulfillment
- Milestone bonus tracking on collected revenue
- Automated reminder ladders for pending client approvals
- Book
- Sell
- Proof
- Fulfill
- Deliver
- Renew
Cycle 1 Every account, every cycle
Chapter 09 · Admin + tools
A map of the whole machine.
Settings opens on a live map of the CRM's five core systems and how they connect, then groups every option by what it governs. There's a full event log, per-rep dashboard controls, a view-as mode for checking what each role can reach, and a toolbox that runs from reminder ladders to an account map.
- System map of the five core engines
- Audit trail of every system and user event
- View-as testing for role-scoped screens
CustomCRM Supabase · Postgres · RLS · Realtime
Accounts & Cycles
Operational cycle management
- Client accounts → active cycles
- Partner & commercial placements
- Territory & exclusivity guards
Sales Engine
Revenue generation & tracking
- New Sale Wizard & Sales Board
- Attribution, splits & bonus credit
- Goals & commission tiers
Money & AR
Payments to the ledger
- Payments, checks & partial collections
- AR aging & pending-check queue
- Refunds & cancellations
Creative & Proofing
From sale to approved asset
- Proof jobs & designer console
- Customer approval portal
- Asset reviews & reminder engine
Production & Fulfillment
Orders completed & delivered
- Lifecycle tracking: sale → fulfilled
- Operations staging & deadlines
- Fulfillment & delivery history
Also in orbit Staff PortalPerformance CenterTraining ConsoleAccounts MapDigital Services Ops
Chapter 10 · Multi-division support, same CRM
Swap the workspace, keep the engine.
A second commercial business unit runs inside the exact same platform. Switch workspaces and the entire interface shell (top bar, sidebar, and visual theme) adapts immediately, providing dedicated operational boards, client rosters, custom sales trackers, and vendor rate management.
- A separate workspace on a shared platform
- Dedicated ops board and service handoffs
- Vendor rate management + rep performance tiers
Chapter 11 · The customer's front door
Customers get their own door.
Clients sign in with a secure access token from their confirmation email to review and approve assets, or submit self-service re-orders and requests without picking up the phone.
- Token sign-in, no password to forget
- Asset review and approval
- Self-serve re-orders and requests
The full index
52 screens. Open any of them.
Every screen from the capture, grouped by area. Filter the wall, then open a screen to see the whole page at full size.
Under the hood
Built for the people who use it all day.
- Supabase
- Postgres
- Row-Level Security
- Realtime
- Google SSO
- Google Maps
- Nextiva call data
- CSV export
- PNG signature generator
- Cloudflare Pages
52
Screens toured
Captured from production in August 2026, with all client data sanitized and generalized.
2
Workspaces, one CRM
Core operations and specialized business units share one unified platform with dedicated workspaces.
5
Core engines
Accounts, sales, financials, creative workflow, and production fulfillment, all joined by one data model.
End of the route
That's the tour.
CustomCRM was designed and built end to end by Chemicular Labs. If your operation lives in spreadsheets, inboxes, and sticky notes, let's map your route next.