The project manager we use internally
An in-house tool for pipeline, projects, tasks and profitability, with distinct roles and the financial module isolated at database level.
From problem to solution
- 01 · The challenge
No off-the-shelf tool did the two things we needed at once: manage projects and see each one's real profitability.
And the ones that came close left the numbers visible to the whole team, which is a problem when external people work on a project.
- 02 · What we did
We built it.
Sales pipeline, projects, tasks, deadlines and profitability, with three distinct roles: admin, project manager and member. The financial module is isolated with row-level security in the database itself, not by hiding buttons in the interface: someone without permission cannot reach the data even through the API. It also has a calendar, automatic project health indicators, multiple languages and dark mode.
How it comes together
Inside the project
Measurable results
Services used on this project
Tech stack used
- React
- Supabase
- Resend
- Vercel
- Lovable
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