Designing Core Business Systems: CRM & Project Management

Design the database architecture for a scalable CRM, including contacts, companies, and interaction logs.

Implement relationship mapping systems that connect CRM entities to projects and tasks.

Create automated reporting views that surface key client metrics and relationship health indicators.

Design a master project template incorporating standardized phases and tasks for client delivery.

Configure automated triggers that generate new client projects from master templates, linking them to CRM entries.