Taylance CRM — Client & Project Management Platform

The challenge

Like a lot of small teams, we were juggling leads in one tool, client notes in another, and project status in a spreadsheet. Nothing talked to each other, follow-ups slipped, and onboarding anyone new meant explaining where everything lived. Off-the-shelf CRMs were either too heavy, too expensive, or built for sales teams ten times our size. We wanted one workspace that matched how a small studio actually works day to day.

Our solution

We built Taylance CRM as a full-stack application with three connected modules — leads, clients, and projects — so a prospect can move from first contact to active project without re-entering data. We added authenticated routes, role-aware dashboards so each person sees what's relevant to them, and a REST API underneath so the data stays clean and portable.

How we approached it

• We started by mapping the real workflow: inquiry → qualified lead → active client → project with milestones. That flow became the data model instead of forcing generic CRM objects.
• The UI stayed deliberately minimal — a morning dashboard, fast search, and forms that match how we actually capture information on calls and in email.
• We deployed with proper auth, environment separation, and monitoring so the tool could run as a daily driver, not a side demo.

Results

• Unified lead, client, and project workflow in one application
• Streamlined daily execution from a single dashboard
• Production-ready, responsive web application
• Live at crm.taylancetech.com

Technologies used