A branded sales CRM that feels like the product the team owns.
Two connected deliverables for a luxury Florida beachfront real estate development — a brand-led marketing site and a purpose-built sales CRM that replaced a generic off-the-shelf tool with something that looks and feels like Cabana.
Inbound lead leakage
~10–15% → ~0%
Lead response time
Hours → minutes
Sales admin time
Hours saved weekly
Per-seat software cost
Eliminated
Role
- Brand-consistent UX design
- Full-stack CRM engineering
- Marketing site build
- Iterative delivery with the client
Stack
- Next.js
- Supabase
- PostgreSQL
- Netlify
- Resend
- UTM attribution
The problem
Before the CRM, the sales team was losing inbound leads inside shared inboxes, unable to tell which marketing channels produced qualified buyers, and running on a generic CRM that didn't reflect their stage language — leaseback vs. lifestyle vs. broker. The client explicitly did not want another GoHighLevel-style tool; they wanted something that felt like it belonged to Cabana.
What we built
Attribution-aware lead intake
Every website form submission lands in the CRM within seconds, fully attributed — source campaign, medium, creative, search term — so marketing spend can be tied back to real pipeline movement for the first time.
Kanban pipeline & lead detail
Drag-and-drop pipeline (New → Contacted → Follow-up → Proposal → Won / Lost) with a lead detail view covering contact info, notes, tags, assignment, attribution, and a complete email timeline.
In-CRM email & bulk outreach
Sales emails leads from inside the CRM with CC support. Every sent message is logged against the lead timeline. Bulk actions let the team send coordinated outreach — launch announcements, event invites — in one pass.
Brand-forward everywhere
The warm sand/teak palette, Cormorant Garamond headings, and understated typography carry into every notification, confirmation, and outbound email. The CRM looks nothing like a SaaS tool — it looks like Cabana.
Selected screens
Highlights
- Mobile-first — the team responds to leads from events and the road
- Date-ranged CSV exports for external reporting
- Real-time on-brand email alerts on every new lead
- The team actually likes opening it — the usual enemy of any CRM rollout
Planning something in the same shape?
Book a free scoping call and we'll map the path from your current state to production.