DR / / drodriguez.site
case study / / 09 / /

Lightweight CRM

Contacts, deals, Gmail sync

statuscoming soon
stackNext.js 15, @hello-pangea/dnd, Gmail API
updated2026
Next.jsGmail APIDrag-and-drop
01 / / the problem

Mid-sized businesses constantly want a custom alternative to Salesforce — simpler, owned by them, integrated with their specific workflow.

02 / / what i built
Contacts with company association
Drag-and-drop deals pipeline (5 stages)
Activity timeline per contact
Gmail OAuth read-only sync
Tags and custom fields
CSV bulk import
"Going cold" view for stalled deals
03 / / how i built it
Next.js 15
Server components for fast list rendering
@hello-pangea/dnd
Maintained fork of react-beautiful-dnd
Gmail API
OAuth flow with offline refresh tokens
04 / / live demo
→ open live demo at https://crm.drodriguez.site
Loom walkthrough — 90 seconds

Demo credentials shown on the demo's landing page.

05 / / production extensions

Things deliberately out of scope for the demo, but I'd add for production:

Two-way email sync with reply tracking
Calendar integration
Workflow automation rules
Reporting and forecasting