Rayels Consulting Manager

A Custom CRM and Business Management Tool

How we developed a complete management system with invoicing, client tracking, project management, and analytics reports.

Business Management / CRM
App Development
3 months
2025
Preview

Project Screenshots

Explore the interface in desktop and mobile view

CRM dashboard
Mobile dashboard view

Dashboard — Revenue, charts, and recent activity

The Challenge

The Problem to Solve

As a growing agency, we used disparate tools to manage invoices, clients, projects, and expenses. Time tracking, report generation, and business overview were fragmented across multiple applications.

1

Disparate tools for invoicing, CRM, and project management

2

No centralized overview of business performance

3

Manual and inaccurate time and expense tracking

4

Tedious and time-consuming report generation

The Solution

What We Built

We developed Rayels Consulting Manager, a comprehensive dashboard with invoicing, client CRM, project management, time tracking, expense management, and analytics reports with PDF generation.

Centralized Dashboard

Overview with revenue, expenses, ongoing projects, unpaid invoices, and performance charts.

Invoicing & Quotes

Invoice and quote creation and management with PDF generation and payment tracking.

Client & Prospect CRM

Client and prospect management with history, notes, associated projects, and sales pipeline.

Time & Expense Tracking

Per-project time tracking with detailed reports and categorized expense tracking.

Technologies

Tech Stack

Frontend

ReactTypeScriptTailwind CSSRechartsjsPDF

Backend

Firebase

Infrastructure

Vercel

Artificial Intelligence

Google Gemini

Results Achieved

The measurable impact of our solution

8+
Modules
Dashboard, invoices, clients, projects, time, expenses, reports, marketing
Auto
PDF Reports
Automatic invoice and report generation
-80%
Time Saved
Reduction in administrative management time

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Location

Based in Montreal, QC

Although I work remotely with international clients, I actively serve several regions in Quebec.