CRM and operations hub

Contacts, actions and integrations in one real-time workspace.

Vue 3ConvexIntegrations

Dev-story01

WebEdge project

Vue 3ConvexIntegrations

Challenge

Customer data, tasks and messages often stay in separate tools.

What we did

We built a CRM foundation with real-time records, operational fields and integration points.

Result

The team can track customer flow in one place and reduce manual data transfer.

Dev-story article

CRM and operations hub: how the project was built

Customer data, tasks and messages often split across separate tools. This CRM and operations hub puts contacts, actions and operational status into one real-time workspace.

Sections

Modules

Stack

Vue 3 + Convex

Duration: 12-15 min. From project to learning materials

01 00:00

Why the project exists

Customer data, tasks and messages often stay in separate tools.

Customer data, tasks and messages often split across separate tools. This CRM and operations hub puts contacts, actions and operational status into one real-time workspace.

02 01:00

What was built

We built a CRM foundation with real-time records, operational fields and integration points.

The project builds a CRM base with structured contact records, activity timelines, task handling, operational fields and integration points. It is meant to support daily work rather than only store customer names.

03 02:40

Main modules and user path

M01

Contact records hold people, organizations, communication fields and ownership data, giving the team a single place to find current customer context.

M02

Activity timelines record calls, notes, actions and status changes so the history of a customer relationship can be read without searching chat logs.

M03

Task and pipeline views group follow-ups by status, owner and due date, helping operators find the next action instead of scanning every record.

M04

Integration points provide a place for messages, forms or other systems to attach events without changing the core record model.

04 04:30

Architecture and technology decisions

Technical foundation: Vue 3, Convex, Integrations. This matters not as a logo list, but as the set of choices that keeps data, state, user actions and future maintenance manageable.

Vue 3 provides the working screens, while Convex keeps records and statuses live across users. Integrations are typed boundaries rather than loose inbox entries.

05 06:30

How it works in a real scenario

In real use, “CRM and operations hub” works as a clear sequence: it starts from the original problem, then the user takes the primary action, follows a clear data path and reaches the result. The experience stays logical instead of being a random set of screens.

The practical value shows where manual work used to be needed: part of the process is automated, responsibilities are clearly separated, and each module does one understandable job. That is what keeps the solution easy to maintain and extend.

06 08:30

Result and lessons

The team can track customer flow in one place and reduce manual data transfer.

The team can follow customer flow in one place and reduce manual copying between tools. The hub becomes a practical operating surface for contacts, tasks and next steps.