ButlerCRM
Contacts, deals, email, calendar, and tasks in one app
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
A problem worth
building around.
Small teams run their pipeline across four disconnected tools — a spreadsheet for contacts, the inbox for email, a calendar for meetings, sticky notes for tasks — with no single source of truth. ButlerCRM brings those records and the next action into a shared application workspace.
Our approach
Rebuilt ButlerCRM from the ground up on Elixir/Phoenix LiveView. Contacts, deals, email, calendar, and tasks live in one app, server-rendered with real-time updates pushed over the wire — no separate SPA to keep in sync. The BEAM VM gives per-user process isolation and fault tolerance, Phoenix Channels and Presence power live collaboration, and Ecto + PostgreSQL back a multi-tenant SaaS where every workspace gets its own subdomain. AI agents (with a SurrealDB memory layer) handle lead scoring and follow-up.
The experience
What it lets
people do.
The capabilities that turn the underlying engineering into a usable product.
- 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.
Project record
What came out of it.
Migrated off NestJS to a single Elixir/Phoenix LiveView codebase
Contacts, deals, email, calendar, and tasks unified in one app
Real-time collaboration via Phoenix Channels + Presence
Multi-tenant SaaS — every workspace on its own subdomain
AI agents for lead scoring and automated follow-up
Under the hood
Elixir/Phoenix LiveView architecture with multi-tenant, fault-tolerant real-time collaboration
Elixir/Phoenix LiveView architecture with multi-tenant, fault-tolerant real-time collaboration
Facing Similar Challenges?
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