Sales CRM for an Essex Door and Window Installer
A live sales board on their own seven stages, opened with all 1,499 existing leads already on it.
Timeline
Built and launched 2026
Client
Hainault Home Improvements
Doors, Windows and Fire Doors / Essex
The problem
Hainault Home Improvements fit doors, windows and fire doors across Essex. Their sales pipeline was one spreadsheet: 1,499 leads, 2,421 chase notes, and no way to tell which were going cold.
The hard part was not technical. This is a team who find spreadsheets complex, so anything needing accounts, passwords and IT support would have been abandoned inside a fortnight. It had to be simpler than the thing it replaced, not just better.
The data set the rest of the brief. The salesperson column was free text, so no lead had a real owner, and not one of the 1,499 carried a follow-up date.
What we built
- Shared passcode, then pick your name
- Nothing to administer. Every move still has a name against it.
- Drag on a desktop, tap on a phone
- The team are out in vans. A card you can only drag is a card they cannot move.
- Each salesperson sees only their own leads
- Enforced in the database, not the page, with an automated check that attacks the rule six ways and fails the build if any get through.
- A guided tour, and a help panel that never guesses
- It answers only from answers we wrote. A made-up one is worse than none, because the person asking cannot tell.
What it did
- ✓Live in production and in daily use, with the team entering new work directly
- ✓Page loads cut roughly 4x by moving the serverless functions to the same continent as the database
- ✓Full Excel export, a permanent chase log, owner-defined tags, and a 30-day operational audit trail
- ✓EU-hosted Postgres with nightly encrypted off-site backups
Technical details
The technology behind Hainault Home Improvements's project.
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