Sales Tracker
Sales Tracker — A Laravel outreach CRM built to run B2B sales for FieldLine: UK security-firm leads, tracked cold email, automated follow-up sequences, and live pipeline analytics.
Technologies Used
Case Study
Many businesses still handle prospecting and outreach manually across spreadsheets, inboxes, notes, and disconnected tools. That makes lead generation slow, follow-ups inconsistent, and sales activity hard to track or scale.
Sales Tracker centralizes the full outreach workflow into one system. It combines AI lead discovery, contact and campaign management, email threading, follow-up tracking, reporting, and team permissions so businesses can run outbound sales in a more organized and scalable way.
The platform reduces manual lead-hunting effort, improves outreach consistency, gives teams visibility into replies and follow-ups, and creates a cleaner, more efficient sales process for businesses that sell products or services to target accounts.
About this project
Sales Tracker is a multi-user CRM I built to run outbound sales for FieldLine, a white-label security control room product aimed at UK manned guarding firms. It covers the full outreach loop: finding leads, emailing with open tracking, automated UK business-day sequences, and reporting on what’s working — without treating the CRM like a generic mailing list.
It’s designed for solo founder ops (email + LinkedIn + video calls, no UK phone dependency) with honest pipeline hygiene and automation you can override when something fails.
CRM core
- Contacts with company, status, source, tags, notes, and quick outreach links (email, LinkedIn, website)
- Campaigns, interactions, and follow-up tasks
- Role-based access (admin vs limited users)
Email outreach
- Send from the CRM with open tracking
- Inbox view for threads and replies
- Email templates with tokens ({{first_name}}, {{company}})
- Bulk email to selected contacts
Automated sequences
- Enroll on cold send: follow-up (day 4), final nudge (day 8), exit check (day 15) — UK business days only
- Stops on reply (same thread), qualified/won/lost, or manual cancel
- Sequences page: due today, upcoming, all active, recently finished
- Manual controls: send now, mark step sent, retry failed runs, bulk cancel/send/retry
AI lead search
- UK-focused lead discovery with presets (e.g. South East / Home Counties)
- Import into CRM with duplicate filtering and job status (including failure handling)
Reports
- Open rate, reply rate, funnel, sends by day, hot opens, multi-touch contacts, campaign/source reply rates
- CSV export for contacts and interactions
Stack
- Laravel, Blade, Tailwind, scheduled jobs/cron, Hostinger production deployment
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