Sentra CRM

Sentra’s sales team was juggling a spreadsheet pipeline, a messaging group and a desktop quoting tool. The CRM brought all three into one system with a mobile-friendly interface for reps on the road.

The brief

One place for leads, visits and quotations, usable on a phone with poor connectivity and simple enough that the reps would stop using the spreadsheet by choice.

Key points

• Pipeline with stage-specific checklists.
• Visit planning with route suggestions.
• Quotation PDFs generated from ERP price lists.
• Dashboards for regional managers.

What we built

A Laravel application with Filament for managers and a lightweight Alpine.js front-end for reps, offline-tolerant visit check-ins and a quotation engine tied to the price lists in the ERP.

Example in code

<?php

namespace App\Models;

use App\Support\Enums\PostStatus;
use Illuminate\Database\Eloquent\Builder;

class Post extends Model
{
    public function scopePublished(Builder $query): Builder
    {
        return $query
            ->where('status', PostStatus::Published)
            ->where('published_at', '<=', now());
    }
}

Outcome

Spreadsheet retired in the second month; quotation turnaround dropped from two days to two hours.

A schema that mirrors the business language rarely needs a translation layer.

Takeaways

The fastest adoption came from matching the vocabulary the sales team already used, not from adding features.