Internal CRM Dashboard — Next.js + Supabase Deal Pipeline
Replace spreadsheets and fragmented tools with a purpose-built CRM your team will actually use. Drag-and-drop Kanban pipeline, secure file storage, deal status tracking, and automated email alerts — all with role-based access for admins and agents.
Build My CRM DashboardWhat We Build
A production-ready internal CRM tailored to your sales or operations process. Built on Next.js for a fast, SEO-friendly frontend and Supabase for a scalable, secure backend with real-time capabilities.
Kanban Deal Pipeline
Visual drag-and-drop pipeline with configurable stages (Lead → Qualified → Proposal → Closed). Deals show value, owner, last activity, and days in stage at a glance. Built with React DnD or dnd-kit for smooth performance.
Contact & Deal Management
Full contact records with activity timeline, notes, tasks, and linked deals. Search, filter, and bulk-action across your entire database. Contacts can be tagged, segmented, and assigned to specific agents.
File Uploads & Document Storage
Attach contracts, ID documents, and supporting files directly to contact or deal records. Files are stored securely in Supabase Storage with signed URLs and access policies enforced per user role.
Automated Email Notifications
Trigger emails automatically on deal stage changes, task due dates, or new lead assignments. We integrate Resend or SendGrid with customisable HTML email templates for your brand.
Role-Based Access Control (Admin vs Agent)
Supabase row-level security ensures admins see all deals and users, while agents see only their own portfolio. Permission layers are configurable — ideal for brokerages, lending firms, and multi-team companies.
Our Development Process
1. Requirements & Data Mapping
We document your pipeline stages, contact fields, file types, notification triggers, and user roles before writing a line of code.
2. Supabase Schema Design
Design tables, relationships, RLS policies, and storage buckets. We set up the database with seed data so you can test with realistic records from day one.
3. Next.js Frontend Build
Build the Kanban board, contact pages, file upload UI, and notification settings with a clean, accessible design system.
4. Auth, Roles & Automation
Implement Supabase Auth, role assignment flows, and email automation pipelines. Test every permission combination.
5. Deployment & Team Onboarding
Deploy to Vercel + Supabase cloud, migrate existing data, and run a live onboarding session for your team.
Tech Stack
Frontend
- ✓ Next.js 14+ (App Router)
- ✓ TypeScript
- ✓ Tailwind CSS / shadcn/ui
- ✓ dnd-kit (drag and drop)
Backend & Services
- ✓ Supabase (Postgres + Auth + Storage)
- ✓ Supabase Realtime
- ✓ Resend / SendGrid
- ✓ Vercel (deployment)
Why Choose Shapesky for Internal Tools
Built for Your Workflow
We don't sell you a generic SaaS template. Every pipeline stage, field, and notification is configured around how your team actually works.
Enterprise-Grade Security
Supabase RLS means security is enforced at the database level — no accidental data leaks from frontend bugs or API oversights.
Real-Time Collaboration
Multiple agents can work on the pipeline simultaneously with live updates — no page refreshes needed.
Ongoing Ownership
You own the Supabase project and Vercel deployment. We provide full documentation so your team can manage it without us.
Frequently Asked Questions
Ready to Replace Your Spreadsheets with a Real CRM?
Let's build an internal tool your team will love — fast, secure, and built around your exact process.
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