CRM & Kanban · Grupo 3C

The CRM is the heart of the Plus product, and the pipeline Kanban is its centerpiece — probably the thing I'm proudest of having helped build at 3C.

The Kanban

N configurable stages per pipeline, each with its own color, tied to specific teams or agents. Card drag-and-drop between columns using Vue.Draggable — moving stages, creating new columns, all smooth. Every card carries scheduled activities with a due date, priority, and type (meeting, call, message), with room for notes and, later, file attachments.

Activities

A pretty robust activity area behind the Kanban — similar to the Google Tasks model, except fully integrated into the commercial context: every activity is born tied to a lead, a pipeline, a stage.

AI Agent

Later on came an AI agent connected to the CRM — you'd ask about your pipelines, sales, metrics, and it would answer with real context from the underlying data. That wasn't as common yet when we built it.

I still think about rebuilding a version of this CRM someday just as a portfolio piece — the pipeline + Kanban + activities combo is genuinely good to use.