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CRM and business operations

Sage Andre Secure CRM

A secure PHP and MySQL CRM that turns website enquiries into organised contacts, tasks, quotations, files, and follow-up work.

Sage Andre CRM demo showing lead metrics, pipeline records, statuses, values, and follow-up actions.
Interactive demo using fictional data

The challenge

What needed fixing

A growing service business needed more than a contact form. Enquiries, follow-up, security records, quotations, and client history had to live in one controlled system without relying on a single all-powerful admin flag.

The build

What I delivered

Built a database-backed operations platform with granular roles and permissions, mandatory MFA for elevated access, protected uploads, enquiry-to-contact conversion, task tracking, quotations, Gmail import, and detailed audit trails.

Core capabilities

Built into the project

Granular role and permission model

TOTP multi-factor authentication

Inquiry, contact, task, file, and quotation workflows

Gmail read-only integration

Login, access, and audit logging

Secure installer and deployment checks

Practical outcome

What changed on the other side

One place to manage leads and delivery work

Sensitive dashboard actions enforced server-side

Clear activity history for accountability and troubleshooting

Technology used
PHP 8.2+MySQLVanilla JavaScriptApacheTOTPGoogle OAuth

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Bring me the bottleneck. We’ll build the right system around it.

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