MAR. 2026
Project · B2B client

Carpolish, field CRM and offline iPhone app

Carpolish, B2B distributor with a field sales team
LiveNEXT.JS · POSTGRESQL · DRIZZLE · SAGE 100 · SWIFTUI · SWIFTDATA
Product owner, design and development

A distributor’s whole sales chain, from quote to delivery.

A similar project?

The project

Carpolish sells to professionals through a sales team on the road. Quotes, orders, visits and delivery tracking were split between the Sage 100 ERP, spreadsheets and phone calls.

What I did

  • Scoping: a reference of more than 2,000 business rules across 18 modules, each one checked against the code.
  • The web CRM: quotes, orders and tracking down to the delivery note, catalog, margin and commission matrix, carriers and parcel incidents, after-sales, customer surveys, expense reports.
  • Sync with Sage 100, the company’s ERP, and with Silae for HR data.
  • “Carpolish Terrain”, a native iPhone and iPad app that works without a network: sales reps’ actions are queued and synced without duplicates once back online.

Status

Live and evolving, with more than 800 commits since March 2026. A project run for a client of the Digicomarket agency.

Screenshots

  • Carpolish CRM home: quick links, daily and monthly revenue with trend curves, and a live sales leaderboard shown as a podium.
  • Sales documents list grouped by day, with type filters, customer, reference, an order-to-invoice progress track and amount excluding tax.
  • Sales rep route sheet: accounts to visit sorted by due date, visit cadence, overdue or upcoming next visit and last visit report.
  • Mobile route sheet: overdue account cards with cadence, next visit and last report, with filters at the top of the screen.

Milestones

  1. 1Scoping: more than 2,000 documented business rules18 MODULES★
  2. 2Quotes, orders and tracking through deliveryPDF · MARGINS · COMMISSIONS
  3. 3Sync with the Sage 100 ERPSQL SERVER
  4. 4Visits, routes, map and daily reports
  5. 5Carriers, parcels, after-sales, expenses and HRSILAE
  6. 6Offline iPhone and iPad app for sales repsSWIFTUI · SWIFTDATA★

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