Client Lifecycle Platform
Lead, proposal, contract, project, invoice and support in one place — no more chasing which stage a client is at
An internal client lifecycle management platform that runs the entire client journey end to end — leads, proposals, contracts, projects, invoicing, and support — built as a modular monolith with a FastAPI backend and a Next.js 15 / React 19 frontend.
The challenge
Client data was scattered across disconnected tools, leaving sales, finance, and delivery teams without end-to-end visibility of each engagement.
What we built
- Lead, proposal, and contract pipeline management
- Project delivery, invoicing, and GST e-invoicing workflows
- Modular monolith with a containerized full stack and phased roadmap
Technology
- FastAPI modular monolith
- Next.js 15 / React 19 frontend
- GST e-invoicing workflows
- Containerised full stack
What changed
Described in time and behaviour. Where we publish a number, it was measured in production.
Before
Client data scattered across disconnected tools
After
One system covering the client journey end to end
Before
Sales, finance and delivery worked from different pictures
After
Every team sees the same pipeline, stage and history
Before
Invoicing handled separately from delivery
After
Projects, invoicing and GST e-invoicing in one flow