Case study
CopperCRM
CopperCRM is a Python project focused on the small-team CRM use case: managing contacts, tracking pipeline state, and surfacing follow-up actions without the overhead of large enterprise CRM platforms.
The brief
Challenge
Most CRM tools optimize for enterprise sales and become heavy for small teams that need lightweight pipeline visibility.
Approach
What we made
Modeled the smallest viable CRM data shape with explicit pipeline states and follow-up cues, and built it in Python for easy extension.
- Targeted at small-team CRM use, not enterprise feature bloat.
- Pipeline state and follow-up logic modeled explicitly in the data layer.
- Personal exploration with no proprietary logic from any prior role.
Outcome
Results
A working CRM foundation that small teams can run and extend, including downstream AI augmentation.
PythonSQLFastAPI
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Visual snapshots
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