This is a custom-built internal CRM and database designed for an oil and gas seller mandate to securely manage clients, partners, and active deals.
 

The goal was to create a centralized system where their team can track deal progress, manage sensitive information, and collaborate internally without relying on scattered tools or unsecured workflows.

We built a structured platform that allows users to input and manage client data, assign deals, track statuses, upload documents, and maintain a clear overview of ongoing transactions—all within a secure environment.

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Core Features (Buttons / Tags)

• Custom CRM Development

• Secure Database System

• Deal Tracking System

• User Role Management

• Document Upload System

• Internal Notes & Collaboration

• Order Assignment System

• Data Management System

• Security & Access Control

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Platform Overview

• Client & Partner Database: Centralized storage for all client and partner information

• Deal Tracking: Monitor deal stages (accepted, rejected, in progress, etc.)

• User Actions: Input data, leave notes, and update deal statuses

• Assignment System: Assign deals and responsibilities to team members

• Document Management: Upload and store relevant deal documents

• Internal Collaboration: Notes and updates tied to specific deals and records

• Data Retention: Maintain structured records of associates and transactions

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Security Layer

• IP Verification: Restricted access based on approved IP addresses

• Two-Factor Authentication (2FA): Added protection for user login and access

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Tech Stack

• Frontend / Backend: Django Python

• Development: HTML/CSS/Javascript/Websocket

• Security Implementation: IP Filtering, 2FA Integration