Trackwell: a shared CRM in place of private inboxes.
A web app for customer relationships, built with React, Django, Django REST Framework and PostgreSQL. Every account, conversation and next step lives in one place, so the team sells from shared context instead of private inboxes.
The challenge.
- Client relationships lived in inboxes and spreadsheets, so no one could see the full history of an account.
- The team needed to know who owned a client, what was said and what was due next.
- Handovers lost context every time a rep changed.
- Reporting had to show pipeline health without reps filling in spreadsheets on a Friday.
Our approach.
- Built a React interface around accounts, contacts and activity timelines.
- Backed it with Django and Django REST Framework so every call, note and stage change is stored against the client.
- Added assignment and reminders so nothing falls between reps.
- Surfaced a pipeline view of where each relationship stands.
- Derived pipeline reporting from activity data reps already log, so no duplicate entry.
The outcome.
- Every client interaction is logged against one record instead of scattered inboxes.
- Reps pick up an account and see its full history immediately.
- Managers see the pipeline without chasing status updates.
- Pipeline reviews run off live data instead of Friday-afternoon spreadsheet updates.
Related retail & commerce work.
Retail · AfricaFrontir: emerging-markets research.
Research clients access representative panels in markets that were previously unreachable.
React · Redux · PHP · Slim
RetailOrdermint: E-commerce platform.
A web app for online retail, built with Django, AWS, Python, jQuery and Bootstrap. Catalogue, inventory, checkout and fulfilment run off one backend, so what shoppers see is always what the business can actually sell.
Django · AWS · Python · jQuery
RetailServora: Custom application.
A web app for a focused workflow, built with Vue, Django REST Framework and PostgreSQL. The core workflow is modelled properly once, so data stays consistent and the product is straightforward to extend.
Vue · Django REST Framework · PostgreSQL
Where AI fits in retail & commerce.
Search that understands what shoppers mean, product copy and imagery generated against your brand rules, and support assistants that check order status before they answer.
Explore AI developmentAs well as being exceptional technically, they consistently invest the time to understand the product and suggest how it can be enhanced and improved.
Questions about this build.
Still wondering something? Ask an engineer
Trackwell stored each call, note, owner and stage change against one customer record, allowing a new representative to see the full account history without reconstructing it from private inboxes.
Its pipeline view derives reporting from the account activity representatives already record, so managers see current ownership and next steps without asking the team to maintain a separate spreadsheet.
Let's build from here.
Thirty minutes with an engineer who builds. No sales, no drip campaign. If we're the wrong fit we'll tell you and point you somewhere better.