RL Poolscapes builds luxury pools, outdoor kitchens and landscapes in Naples and Marco Island, Florida. Beyond their website and campaign landing page, I built their custom CRM. Here is how it was designed.
The problem with generic CRMs
Off-the-shelf CRMs are built to sell. A builder lives a much longer cycle after the sale: package-based proposals and pricing catalogs, change orders mid-project, site visits and daily logs, job costing, staged invoicing, payments and expenses, and warranties and maintenance years later. Forcing that into a generic CRM ends in side spreadsheets.
The full lifecycle in one system
- Sales: clients, properties, lead pipeline, proposals and contracts. Website and landing forms create leads directly.
- Production: projects, visit scheduling, daily logs, job costing and vendors.
- Accounting: invoices, payments and expenses per project.
- Catalog: prices, costs, packages and inventory.
- After-sale: warranties and maintenance.
- Control: users, roles and per-module permissions.
Technical choices
React frontend, NestJS + MongoDB backend with independent modules that grow in stages, per-module permissions, and self-hosted deployment with Nginx, HTTPS and managed processes alongside the website.
What the business gets
One place to sell, build, bill and service; visibility into real margin per project; no per-user licenses; and a system that grows with the business.
If your company has a process no off-the-shelf CRM understands, let’s talk.