Professional services · Business system
CRM for a software studio
Our own CRM — the one we run Amblok on. A lead from the website form or the inbox becomes a project, gets a proposal, a task board, invoices and a place in the budget, without leaving the system.
- 2026
- Product, development, hosting
The demo holds a fictional studio's data and resets every night; sign-in details on request.
The task
Run leads, projects, proposals, tasks and finances of a studio in one system built around EU rules.
A small studio juggles enquiries from the website and e-mail, proposals, project plans, tasks, invoices and money in several currencies. We wanted one system that follows Polish accounting and GDPR from the start, and that an AI assistant can work in as a member of the team.
We needed one system where nothing is retyped: a lead keeps its contacts, files and history when it becomes a project, and a proposal turns into a PDF on the company letterhead in the client's language.
Solution
What we built
01Sales
- Leads from the website form and the mailbox, table and board views
- A lead becomes a project in one step, keeping its history
- Proposal editor with price tables, timelines and charts; PDF on the letterhead
- Public tenders imported from TED and scored against the studio's profile
02Delivery
- Kanban task boards with labels, comments and attachments
- Project plan as a Gantt chart with dependencies
- Clients, contacts and documents in one place
- Dashboard: pipeline, conversion, projects ending soon, overdue items
03Money
- Invoices issued through Fakturownia, payment status synced back
- Budget with planned and actual transactions, reports in PLN
- Exchange rates from the National Bank of Poland
- Managers see project finances only
04Security and AI
- AI assistant working as its own CRM user over MCP
- Roles, invitations, personal access tokens, audit log
- GDPR export and erasure, nightly retention of lost leads
- Interface in Polish, English and Ukrainian
Screens
Inside the product
Technology
Stack and result
- Frontend
- Next.js 16
- React 19
- TypeScript
- Tailwind CSS
- TanStack Table
- dnd-kit
- Recharts
- Backend
- NestJS
- Prisma
- PostgreSQL
- Redis + BullMQ
- pdfmake
- OpenAPI
- Integrations
- Fakturownia
- NBP exchange rates
- TED tenders
- IMAP
- MCP
- Infrastructure
- Docker
- Hetzner (EU)
- Terraform
- GitHub Actions
- MinIO (S3)
- Result
- Built in about four weeks; about 450 automated tests; a public demo with sample data.
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