Cadence CRM
A workflow-shaped CRM for a services business whose process didn't fit off-the-shelf tools.
The team had customised a generic CRM so heavily that no one trusted its data. Half the process ran in separate spreadsheets, and reporting was largely estimated.
We rebuilt the CRM around the actual stages the business works in, with automation for the repetitive transitions and a clean data model underneath. Reporting comes straight from the pipeline, not a monthly export.
Process-shaped pipeline
Stages, fields and permissions match how the business actually sells and delivers.
Transition automation
Routine status changes, tasks and notifications happen without manual chasing.
Renewals engine
Upcoming renewals are surfaced early with the context to act on them.
Live reporting
Pipeline, forecast and delivery views built directly on the CRM data model.
- 01Frontend
Next.js app router, optimistic UI, role-aware layouts
- 02API Layer
Server actions and route handlers with field-level authz
- 03Services
Automation runner and scheduled jobs for renewals and digests
- 04Database
PostgreSQL via Prisma with a normalised, auditable schema
- 05External Integrations
Email, calendar and the finance/invoicing system
Frontend
- Next.js
- TypeScript
- Tailwind CSS
- Radix UI
Backend
- Node.js
- Prisma
- Inngest
Database
- PostgreSQL
Cloud
- Vercel
- Neon
- Upstash
DevOps
- GitHub Actions
- Checkly
- One system the team relies on
- Manual status follow-up largely removed
- Renewals visible before they lapse
- Reporting drawn directly from the pipeline