A proprietary CRM and client portal built for a creative studio — centralising client data, streamlining lead management, and connecting directly with Meta API for campaign tracking and communication workflows.
Screens shown use representative demo data — client specifics remain under NDA.
Client Portal
Centralised information hub
Meta API
Lead + campaign sync
Admin Layer
Workflow + access control
// From scattered tools to one system
Client information, project updates, leads, and campaign activity previously lived across disconnected tools. The hub brings them into one structured system — a client portal and CRM layer shaped around how the team actually works.
The platform was built with GDPR and Swiss data protection requirements in mind: role-based access control, workflow permissions, and a secure, backed-up database behind sensitive client data.
// What we built
- Client portal — Shared access to structured project info, updates, and assets
- Meta API integration — Syncing lead data, campaign activity, and outreach management
- Admin tooling — Client management, access permissions, and workflow stage controls
- Data consistency — Integrations keeping client info aligned across connected systems
