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Guides for SaaS and CRM owners

Articles found: 19 Newest first
ArticleTopicsPublished

A filter for messy applications before they reach the CRM

Somebody opens every application by hand and the pile only grows. The first pass catches an empty required field, a contradiction, a duplicate.

9 min read

Call quality check without listening to every recording

Your team cannot listen to every call, and the unchecked ones leak. Worth checking is narrow: the script step skipped, the promise that missed the card.

9 min read

Site technical audit: a short list with evidence

A technical audit is a short list with evidence: one request path, one timed operation, the release route, and where data can leak between accounts.

9 min read

Form to CRM without manual copy: what breaks first

The form already collects the name and phone, and someone still pastes them into the CRM. Name that copy step and you will see which field breaks first.

9 min read

AI for calls in a CRM: start with one decision

Your CRM already has the calls. Pick the one decision the team makes after a call, describe it as fields, and check the first note against the card.

9 min read

Multi-tenant data isolation: where the leak starts

One customer starts seeing another customer's rows. Find the leak in the report, the night job, the search or the account that can switch companies.

9 min read

Node queue beside Laravel: when it beats cron

A Laravel request should finish fast. Find the work to move into a queue, when a retry must be idempotent, and when a Node worker beats cron.

9 min read

Slow CRM/SaaS reports: indexes and queues first

A report in your CRM or SaaS makes people wait. Time it, check indexes, queues and account boundaries, and see if the product needs replacing at all.

8 min read

Taking over a Laravel app: your first-week checklist

You inherited a Laravel app and a date. The week-one list: ownership, a second environment, dependencies, dangerous flows and slow queries.

7 min read
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