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View case studyCase study · Custom software · Internal product
Data Function CRM: A role-based sales portal with browser calling, texting and payments
Our own sales team runs on a CRM we built: lead assignment and quotas, browser calling with recordings and transcripts, SMS with consent handling, email tracking, Stripe invoicing and AI call summaries.
- Client
- Data Function (internal)
- What we did
- Web application · Telephony integration · Payments
- Sector
- Sales operations
- Region
- Toronto
01
The problem
Our own outreach team, calling, texting, emailing and visiting local businesses every day.
- Outreach across phone, text, email and in person had to be tracked in one place with strict do-not-contact rules.
- Payments, invoices and renewals needed to flow without re-keying.
02
The solution
- A React and Node application on PostgreSQL, deployed with Docker, with n8n automations for sheets and email.
- Twilio voice and SMS, 3CX call logs, Stripe invoices with card and Interac e-Transfer payments, AI timeline summaries and transcription.
03
Security and privacy
- Agent, manager and administrator roles with secure sessions and lockout
- Strict Content-Security-Policy headers
- Consent and do-not-contact rules enforced in software
04
Results
- In daily use by our team with 170+ automated tests.
- The pattern we reuse for client portals that need roles, payments and messaging.
05
Built with
- React
- Node.js
- PostgreSQL
- Docker
- Twilio
- Stripe
- n8n
Have a similar problem?
A free 30-minute call, then a written proposal before any work starts.
Free consultation
Tell us what is slowing your business down
A free 30-minute consultation about a custom website, custom software, a business valuation, AI or automation. We tell you what we would do first and roughly what it would cost. A person replies within one business day.
Or reach us directly:info@datafunction.ca+1 416-319-3884