Oriana CRM: our custom web app, installable like a mobile app (PWA) and connected to AI
The CRM we use every day at Oriana: a web app installable on a phone (PWA), with a deal pipeline, financial tracking and two AI tools.
Our own web app,
built around how we sell
The Oriana CRM is a custom web app protected by a login. It opens in the browser on a computer and installs on a phone like a real app (PWA), with no app store. The screens on this page are recreated with fictional data, to protect our clients.
Computer and phone
Web + PWA
Leads, deals, projects, contacts, stats
5 modules
Built into the CRM
2 AI tools
The CRM in pictures
Recreated with fictional data (made-up names, companies and amounts).
What we built
A CRM that follows the way we sell and deliver, with AI right inside the screens we open every day.
AI agent: our 3 priorities of the day
We open the dashboard and the agent tells us the three actions to handle first.
Service offers with the Claude API
An integration reads and creates our service offers: about 5 minutes instead of about 1 hour.
Deal pipeline in columns
Qualified, demo done, proposal sent, negotiation, contract signed, deals won. We move, filter and find lost deals.
Financial dashboard
Signed contracts against the goal, open pipeline, cash margin, ongoing and late projects, revenue for the last six months.
Profitability and cash
Cash margin and net margin on ongoing projects, subcontracting cost and amounts sold.
Leads, contacts and activities
Records for leads, companies, contacts and deals, and a log of every exchange.
Installable web app (PWA)
The same app opens in the browser and installs on iPhone and Android, with a home-screen icon.
Protected access
Login required and security rules on the data in each table.
How AI is plugged into the CRM
Service offers
about 5 minutes instead of about 1 hour
Priorities of the day
an 'Assistant' button stays available on every screen
What we put in place
The context
Market CRMs are per-user subscriptions, and their AI depends on the plan. We wanted a tool that follows how we sell, deliver and track our cash, not the other way around.
How we built it
Mathieu built it with Claude Code and help from his co-founders, keeping the best of Pipedrive and Salesforce. It is the method from our guide: Next.js, Supabase, GitHub and Vercel.
A web app that installs
One code base for computer and phone (PWA): we check the pipeline between two meetings and update a deal on the spot.
Why custom
These two AI tools are only possible because we own the CRM: we decide its data and its features, with no higher plan and no per-user license.
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