NexusCRM

About Project

NexusCRM is a sales operations platform for mid-market B2B teams running pipeline, outreach, and forecasting through one system instead of three disconnected tools. The core challenge wasn't any individual screen - it was keeping six interconnected modules honest against each other, so a weighted pipeline number means the same thing whether a rep is scanning the board or a director is closing the quarterly forecast.

My Role & Activities

• Competitive Benchmarking - mapped how Pipedrive, HubSpot, and Outreach/Salesloft handle kanban-to-table switching, deal-rot signaling, and cadence branching, then made deliberate departures where convention didn't fit an enterprise context, rather than defaulting to a prior project's pattern
• Cross-Module Data Architecture - every figure traces back to one locked dataset; weighted pipeline value, quota attainment, and forecast variance are calculated once and referenced everywhere downstream, so a rep's pipeline review and a manager's forecast rollup never quietly disagree
• Workflow Automation Design - the email sequence builder needed to demonstrate real sales-ops sophistication, not a mail-merge queue with a visual skin; designed branching logic - an open/no-open condition that splits a cadence into two paths and reconverges before a final send - as structural proof this is automation, not a linear list
• Design System & Theming - built a token architecture where brand color is strictly decoupled from semantic status colors and chart palettes, so the product supports dark and light themes without any color carrying two conflicting meanings

Outcome

NexusCRM gives sales teams one system to trust instead of several spreadsheets to reconcile by hand. Reps get a pipeline dense enough for daily triage without losing legibility; managers get a forecast built from the same numbers reps already see, not a separate estimate assembled after the fact. The integration layer - with explicit field-type conflict resolution rather than a silent best-guess - signals a platform built to sit inside a company's existing stack, not replace it overnight.