Sales Platform — sales & revenue management

01The brief

• One workspace for the whole sales cycle: finding leads, qualifying them, planning the week, then deals, invoices, payments and commission.
• No dependency on paid AI APIs. Lead research had to run through the ChatGPT and Claude subscriptions the team already pays for.
• A stack that fits our infrastructure, .NET with SQL Server on Windows Server, built under strict change control.

02What we built

• Lead discovery with sales playbooks, campaigns split into research batches, generated ChatGPT and Claude prompts, and import from CSV, Excel or JSON with a preview before anything is saved.
• Lead management with duplicate detection, lead and fit scores, and a detailed lead page with an activity timeline and a “next best action” hint.
• Sales execution with a drag-and-drop Kanban board, weekly sprints with targets, a calendar and follow-up reminders.
• A pipeline that runs through to deals, contracts, VAT invoices and payments.
• A commission engine with percentage, fixed and tiered rules, approvals, payouts and statements.
• Dashboards for managers, reps and admins, eight reports, a lead map of Riyadh, and a six-role permission matrix with a full audit log.

03Design highlights

• A warm editorial look: off-white canvas, sand-toned cards, deep teal with terracotta for alerts.
• Information-dense but calm, with grouped navigation, KPI tiles and colour-coded score chips on every lead card.
• Localised for Saudi Arabia, with SAR currency, the Riyadh time zone and a map of Riyadh.
• Works on phones too. The sidebar collapses, tiles reflow and the Kanban scrolls sideways.

04Technology

.NET 10 ASP.NET Core MVC with SQL Server, background jobs and structured logging, covered by automated unit and integration tests.