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Multi-User Custom CRM & Quote Management

CRM • Laravel • MySQL •jQuery • Tailwind • PDF • QuickBooks • API/Analyst • Architect • Coder • Tester

Multi-User Custom CRM & Quote Management - CRM built with Laravel, MySQL, jQuery, Tailwind, PDF Generation, QuickBooks Integration, Responsive Design

Project Overview

A full Excel-to-Web transformation for a produce brokerage and Transportation Brokerage firm. The system replaced business-critical Excel workflows with a centralized CRM handling quotes, orders, invoices, waybills, sales reportings, and compliance documentation.

Key Features

  • Excel-to-web business workflow migration
  • Multi-user CRM with sales and admin roles
  • Inventory and pricing and compliance document management
  • Automated PDF generation and document storage
  • Quote-to-order lifecycle automation
  • QuickBooks accounting integration
  • Advanced reporting and search

Technologies

LaravelMySQLjQueryTailwindPDF GenerationQuickBooks IntegrationResponsive Design

Impact

Reduced quote-to-order turnaround by 90% and eliminated hundreds of manual work hours monthly, giving sales teams real-time visibility across operations.

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