Customer Operations CRM

A multi-brand distributor was tracking customer history, commissions, and returns across handwritten ledgers, physical archives, multiple Excel sheets, and a legacy accounting system whose only export was malformed Excel.

Nothing reconciled cleanly. Reporting required hours of manual stitching. Commission disputes were resolved over email; numbers depended on which file someone happened to open.

Modeled the actual operational flow first — customers, sales, commissions, returns, partner versus internal channels — before any UI work.

Built tolerant import tooling for the legacy accounting exports: coercion, deduplication, and an audit trail so the team can see where each record came from.

Designed the daily operating screens to mirror the existing physical workflow, so adoption didn't require retraining.

Reporting uses quick-select date presets that match the team's cadence — today, this week, last month, last quarter.

Live and in continuous iteration. Customer state, sales, and commissions live in one system. Reporting runs in the system rather than across artifacts.