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Web app · SaaS · CRM

Dealbook

A CRM for people who sell their own work: every company, contact and follow-up in one pipeline — contacted, replied, demo, proposal, won — then the project, milestones, contracts and payments once a deal closes.

  • Django
  • Django REST
  • PostgreSQL
  • Next.js
  • Tailwind
Dealbook dashboard — open deals, pipeline value, touch activity, next follow-up and pipeline stages
The dashboard: what's open, what it's worth weighted by stage, this week's touches, and who to chase next. Demo workspace.
Context
Selling custom software means many conversations at once — a clinic contacted this week, a follow-up due next week, a proposal waiting on a reply.
Problem
Spreadsheets and chat history don't show where each lead stands or who is due a follow-up, so deals go quiet without anyone noticing.
What I built
A multi-user web app with team workspaces: a drag-and-drop pipeline, a log of every touch by channel (call, email, WhatsApp, meeting, visit), one-tap follow-up dates, and a follow-ups view of who's overdue, due today and coming up. Winning a deal starts its project and a draft contract, then milestones and payments are tracked to the end. Ctrl K search, light and dark themes, phone layouts, Arabic and English.
My responsibility
My own product — design, backend, frontend and hosting, end to end. Built for my daily use first, multi-user from day one.
Verified outcome
Live in free beta at deelbook.work, and the tool I run my own client pipeline on.
Technology
Django and Django REST Framework on PostgreSQL, with a Next.js and Tailwind front end.
Dealbook in dark mode on desktop and on a phone
Dark mode, and the same dashboard on a phone.
Pipeline board with deals in Contacted, Replied, Demo and Proposal
The pipeline — drag deals between stages; each card shows its last touch and when it's due.
A deal with the touch logger and its timeline
A deal: log a call, email, WhatsApp, meeting or visit, set the next follow-up in one tap, and see the full history.
Follow-ups grouped into overdue, today and upcoming
Follow-ups — overdue, today and the coming week, with one-tap reach-out.
A project with progress, milestones, payments and a signed contract
After the win — the project, its milestones, the signed contract and every payment.
A company with its contacts, deals and projects
A company — its contacts, deals and projects on one page.
Ctrl K search across deals, companies and contacts
Ctrl K search across deals, companies and contacts.
Dealbook pipeline, dashboard and deal screens on phones
Built for the phone as much as the desk.