B2B Sales CRM for a Distribution SMB

The team was running the entire sales cycle out of spreadsheets and WhatsApp threads: one file for the client list, another for the product catalog, a third for quotations, and a shared inbox for pre-invoices. Nothing was connected. Numbers drifted, quotes got lost, and the founders spent evenings copying figures between tabs. We rebuilt the workflow as a single web app in Spanish, modeled on the tools sales teams love — Linear-style density, Attio-style command palette, drawers instead of page reloads. The data model follows the real sales cycle: Clientes → Oportunidades → Cotizaciones → Prefacturas → Cierre. VAT is calculated per line, not per document, so mixed rates work correctly. Quotations render as branded PDFs via a server function and can be emailed directly from the app, with every send logged to the client timeline. Row-level security separates administrators (full access) from sales reps (only their own clients and deals). A single-page opportunity view lets a rep move a deal from qualifying to won without ever leaving the record — the kanban, the notes, the quotes, and the pre-invoice all live on the same screen.