Meridian CRM
A bespoke customer-relationship platform replacing three disconnected tools — deals, automations, and reporting in one fast surface the sales team actually enjoys using.
The problem
The sales team juggled a spreadsheet, an email tool, and a generic SaaS CRM that fit none of their workflow. Data lived in three places and agreed in none.
The approach
I modeled their real pipeline first, then built around it: a drag-and-drop deal board, a rules engine for follow-up automations, and a reporting layer that answers the questions leadership actually asks.
A background worker handles scheduled emails, SLA timers, and webhook fan-out without blocking the UI.
- Configurable pipeline stages with per-stage automations.
- Reporting with cohort, conversion, and forecast views.
- Role-based access with a full audit trail.
The outcome
Three tools became one. Manual follow-up work dropped sharply, and leadership finally trusts a single source of truth for the pipeline.
