Problem
Fragmented sales operations
Commercial teams needed one reliable workspace for lead follow-up, profile-level customer data, and role-based collaboration without manual spreadsheets.
Project Profile
ATA CRM v2
Production-oriented CRM for food ingredients trading, built to manage companies, contacts, products, leads, tasks, and controlled email workflows.
Version 2
Next.js 16
Supabase
Vercel
GitHub Actions
Solution
Unified CRM workflow
ATA CRM centralizes pipeline flow, product-company relationships, scoped user permissions, and daily execution tooling in a single interface.
Core Features
What is implemented
- Lead pipeline with weighted forecast and negotiation outcomes
- Company, contact, product, and category profile pages
- Task visibility model with private and shared tasks
- Manual email with recipient suggestions and analytics scopes
- Role-based controls for standard, manager, and admin users
Demo Flow
Suggested walkthrough
- Open company and contact profiles.
- Create a lead, move stages, and finalize win or loss.
- Create a linked task and validate visibility.
- Send a manual email and inspect personal analytics.
- Review dashboard forecast and KPI updates.
Screenshots
Technical Docs