CustomerOS CRM Pipeline and Workspace Demo

Self-directed portfolio project, approximately two weeks of development.

A CRM demonstration linking customers, sales opportunities, service cases and follow-ups in one workspace. Includes pipeline stages, activity history, calculated dashboards and data exports. The local Node.js version uses SQLite; the captured browser demo uses local storage. Built with AI-assisted development and fictional records. Outcome: a reviewable lead-to-service workflow, not a production deployment. Production authentication, tenant isolation and live integrations are outside this demo.

The demonstration explores how a small business could track a relationship from lead through sales and support. Customers, opportunities, cases and follow-ups share context. A stage change updates the relationship and timeline, while dashboards summarize the sample records. JSON backup and customer CSV export provide a handover path. The screenshot values are fictional and are not revenue earned by the freelancer or a client.