All work
Companies that send quotes and collect payments
Customer tracking (CRM)
Everything discussed with a customer, on their record.
SaaS app; client names not shared
What we did
The customer and sales section inside Kahya: customer records, quotes, collections and tasks are linked. Once a quote is approved, its collection and work are tracked from the same record.
NestJSReactPostgreSQLPrisma
Before
What was quoted to which customer, who would call when, and who owed what stayed in the salesperson's head or email.
Now
The full history is on the customer's record, with quotes, collections and tasks in one place. When someone goes on leave, the work doesn't disappear with them.