One Source of Truth
All products, suppliers, vendors, and clients in one place. Always current, always accessible
PG Foods Customised CRM
Pure&Good Foods is a B2B food ingredients trading company managing a complex web of products, suppliers, vendors, and clients across the supply chain — handling everything from initial quotes and samples to quality checks and final shipments.
DATE
July 2026
Service
Web Application Development
Project Type
One Time Setup
Duration
3 Months
Platforms
PHP + Supabase + n8n
The Pain Point
For a trading business, every deal has a lifecycle — quote, sample, quality approval, shipment. PG Foods was running all of it across a patchwork of Excel sheets, CRM on Monday.com, communication on email threads and WhatsApp messages.
The real cost?
- Product, supplier, vendor, and client data living in disconnected files with no link between them
- No one knew where a deal stood — always asking, always following up internally
- Client communication buried across inboxes — finding an old email meant digging through hundreds of threads
- No business overview — the only way to know what was happening was to call the team one by one
- No access structure — everyone touching the same files, no accountability, no audit trail
The Solution
I built a fully customised CRM tailored to the exact way PG Foods operates — not a generic tool, but a system that maps to their actual workflow from first contact to final delivery.
What it does:
- Centralised master data — products, suppliers, vendors, and clients all stored, linked, and searchable
- End-to-end deal tracking — Quote → Sample → QA → Shipment, each stage tracked per client project in their respective kanban boards
- Built-in email view — every communication with a client visible inside their project, no inbox hunting
- Live business dashboard — one screen showing exactly what's pending, in progress, and completed
- Admin-controlled user roles — each team member sees and does only what their role allows
True Impact
1
2
Never Drop a Deal
Every quote, sample, QA, and shipment tracked from start to close, nothing falls through the cracks
3
Full Email Visibility
Every client conversation, right inside their project. One click to see the full history
4
Business at a Glance
A live dashboard that tells leadership exactly what needs attention. No more calling around to get updates
5
Right People, Right Access
Role-based access means each person does their part. No overlap, no errors, full accountability