Ownly Lead Engine: CRM, quoting, billing and client portal

Lead Engine is the system Ownly Digital runs on. It replaced a mix of spreadsheets and separate tools with one place that follows a client from first enquiry to paid invoice and beyond.

I designed and built it, and I run it day to day.

It holds the sales pipeline, with where each lead came from, who owns it and what stage it has reached, and it records calls and emails against the lead. An enquiry becomes a quote, and once a client says yes the system generates their contract for e-signature and takes payment through Stripe, including instalment plans that stop by themselves when the last payment lands. Clients get their own portal for their project and invoices. Sales staff have their own area too, with commission tracked per deal and monthly self-billing invoices produced for them.

Behind the scenes it runs scheduled jobs on a Linux server, receives enquiries straight from the Ownly website, posts alerts to Slack, and drafts monthly client reports with the Claude API that are checked for plain English before anyone sees them.

Built with: Next.js, TypeScript, Prisma, PostgreSQL on Supabase, Stripe, Resend, DocuSeal, Claude API, Sentry

It is a private internal system, so there is no public link.