Case studyDealSight
Weekly reports that shouldn't have been a job
A property business partnered with developers on exclusive projects and owed each of them weekly sales reporting. The answer had been a dedicated CRM account per developer. too complex for the developer, too expensive for the business, and still requiring someone to assemble the numbers by hand.
- Services
- Dashboard engineering & CRM integration
- Category
- Developer-facing data platform
- Client
- DealSight
- Stack
- Next.js · Supabase · Zoho CRM · Serverless functions
DealSight
The problem
The reporting was manual and the licences were wasted.
A full CRM seat is the wrong shape for someone who needs four numbers and a chart.
- A CRM account provisioned per developer, at CRM prices
- The interface too complex for the audience it was given to
- Weekly reports assembled by the technical team, by hand
- Developers waiting days for data that already existed
- Recurring provisioning work with every new partnership
What it was costing
- Decisions delayed by the reporting cycle
- Technical team burning hours on report assembly
- Licence spend with no matching adoption
- Partner experience defined by how long they waited
Our approach
Give them a portal, not a CRM seat
One purpose-built surface reading live from the CRM, showing each developer exactly their own project performance and nothing else.
- Dedicated developer portal fed by real-time CRM data
- Visual analytics tuned to the questions developers actually ask
- Automated insights replacing hand-built weekly reports
- Per-developer scoping so partners see only their own projects
- No CRM seat required for any external user
- Provisioning reduced to adding a project
Core capabilities
What it does now
Live project performance, on demand, with no report to write.
- 24/7 self-serve access to current performance data
- Real-time synchronisation with the CRM
- Automated insights and visual analytics
- Per-partner data isolation
- Zero recurring provisioning work
- CRM licensing cost cut
Every month you leave it manual, you pay for it in salary.
Bring us the workflow that costs you most. Thirty minutes with an engineer, and you leave with the map whether you hire us or not.
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