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The Project
Built an end-to-end construction estimation SaaS: WordPress lead intake site, Next.js/Firebase CRM with role-based access, real-time dashboards, and a.
- End-to-end lead pipeline from WordPress intake to CRM to client communication — zero manual handoffs
- Role-based CRM (admin, PM) with granular permissions and full audit trails across all user actions
- Real-time dashboards for project distribution, email activity, and user metrics with server-driven filters
- Python mass-email engine handles targeted campaigns per project segment with scheduled sends and delivery tracking
- Normalized Firebase data model enables full lifecycle visibility and cross-project reporting
- Modular architecture supports future expansion into estimation workflow automation and client portals
What We Solved
Dynamic Estimations needed to modernize their entire lead-to-estimate workflow. Leads were coming in through a static website with no CRM backend — meaning estimators were tracking projects in spreadsheets, sending one-off emails manually, and had zero visibility into team activity or project distribution. They needed a unified platform: a public-facing intake site, a role-aware internal CRM, real-time operational dashboards, and the ability to run targeted email campaigns at scale without paying for third-party marketing tools.
We delivered a three-layer platform: a WordPress lead-gen site for public intake, a Next.js/Firebase CRM for internal operations, and a Python-based email automation engine running server-side campaigns. The CRM enforces role-based access (admin, project manager) with granular permissions and audit trails per action. Firebase Realtime Database powers live dashboards showing project distribution, email delivery metrics, and user activity — all with server-driven filters and CSV exports. The Python engine segments contacts by CRM-linked project data, schedules sends, and tracks delivery and open rates back into the dashboard.
How We Built It
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