A smart system designed to manage the entire internal operation
A CRM and project manager built around Inky's workflow: clients, partners, tasks, finance and client credentials in one place.
- All of Inky's operation in one system
- Client passwords in a vault, not a chat
- Every project with task, owner and cost
The challenge
A technology company runs many projects at once, with an internal team, external partners and clients at different stages. Off-the-shelf tools solved pieces of it: a CRM for clients, a task manager for the team, finance in a spreadsheet and client credentials scattered across messages. None of them showed the whole project, and none of them followed the way Inky works.
The solution
We built our own system. In InkyFlow each client has their projects, each project has its tasks, owners, deadlines and costs, and internal and external partners are assigned and evaluated on what they deliver. The credentials clients trust us with are kept in a vault with per-person permissions. Management sees the entire operation on one screen, and each team member sees what belongs to them.
What was delivered
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Client CRM
Contacts, history, proposals and projects for each client in the same record.
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End-to-end projects
Stages, deadlines and deliverables for each project, from approved proposal to ongoing support.
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Tasks and delegation
Each task with an owner, deadline and priority, delegated to whoever will carry it out and followed to completion.
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Partners evaluated
Internal and external partners assigned by project, with an analysis of what each one delivered.
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Finance by project
Revenue, expenses and cash flow linked to the project, to know how much each one costs and earns.
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Credentials vault
Client credentials stored encrypted, released only to those with permission and with a log of every access.
Modules
- 01
Clients
Records, history, proposals and contracts.
- 02
Projects
Stages, deliverables, deadlines and the team assigned to each project.
- 03
Tasks
A task board with delegation, priority and follow-up.
- 04
Partners
Internal and external professionals, assignment and performance by project.
- 05
Finance
Revenue, expenses, cash flow and results by project.
- 06
Credentials
A vault for client credentials, with per-person permissions and an audit trail.
Access profiles
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Management
Sees the entire operation: projects, finance, partners and deadlines.
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Internal team
Works on the tasks and projects they are assigned to.
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External partner
Accesses only the tasks delegated to them and the credentials released for the project they work on.
How it was built
- Interface Next.js
- A web system that works on desktop and mobile, with screens designed for the team's daily use.
- Back end Firebase Auth and Cloudflare D1
- Authentication with Firebase Auth, operational data in Cloudflare D1 and execution on Cloudflare, with access based on role.
- Security Encryption
- Credentials encrypted before being stored, with permission-based access and a log of who viewed each one.
Details
InkyFlow is the system Inky works in every day. Every project goes through it: the approved proposal becomes a project, the project becomes tasks, the tasks go to whoever carries them out, and finance tracks what each delivery cost.
It is also our way of proving what we sell. The problems we solve for clients (processes scattered across tools that do not talk to each other, information typed twice, sensitive data circulating through messages) were our own problems, and they were solved the same way: a system designed from the real workflow, not the other way around.
It is the same method we apply to the custom software we build for clients.
