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
