ButlerCRM
A real-time CRM where the whole team sees the same customer at once
Inside the project
01 / 08A customer record brings the activity timeline, notes and linked deal into one relationship view.
Actual ButlerCRM application views use fictional demonstration data, captured September 5, 2026. The public landing-page capture is shown separately.
The brief
The problem
Small teams run their pipeline across a spreadsheet, an inbox, a calendar and a task app. Nobody has the whole picture of a customer, and the picture they do have is already stale by the time two people look at it. The first prototype proved the product, but it was not built for many people working on the same records at the same moment.
Our approach
We rebuilt ButlerCRM from the ground up on Elixir/Phoenix, a stack designed for many concurrent users and live updates. Customer records, the deal pipeline, communication and delivery work share one workspace, and changes appear for the whole team as they happen. Assistance for scoring and follow-up sits inside the records it relates to.
Features
What it does
- 01
Keep the relationship together
Contacts, companies, deals and activity history share a workspace. A team can follow a customer relationship without reconstructing it from separate email, calendar and task tools.
- 02
Move from conversation to follow-up
Email, calendar and task workflows connect communication to the next action. Pipeline views keep the deal context available while the team works through its day.
- 03
Put assistance inside the workflow
Lead scoring and follow-up assistance sit alongside the CRM records they relate to. The Elixir/Phoenix rebuild provides the application foundation for those connected workflows.
Results
What happened
In production at butlercrm.com
Customer timeline, pipeline, email, calendar and tasks in one workspace
Live updates and presence, so two people never work from different versions of a customer
Delivery work (briefs, boards, tasks) connected to the customer it belongs to
Full mobile views for the relationship and the work
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