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.
NDA
Detailed screens are covered by NDA. General scope is shared below.
Client Portal
Centralised information hub
Meta API
Lead + campaign sync
Admin Layer
Workflow + access control
// 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
// Stack
CRMClient PortalMeta APIIntegrationsAdmin Tools