Lead Generation CRM

An internal outreach and demo system for vehicle detailers

The Lead Generation CRM is an internal tool for researching, assessing, and systematically handling prospective vehicle-detailing website projects. It connects lead records, a map view, demo preparation, and physical QR touchpoints in one traceable process.

The challenge

Local research, website assessment, outreach, and a tailored demo create many disconnected pieces of information and manual hand-offs. An internal system needed to link those stages with a clear record without presenting unfinished automation phases as proven sales performance.

The solution

PocketBase centralises lead records, status, activities, and assessments, while a map supports the regional workflow. Five demo templates, QR letters with scan tracking, and expiring Coolify demos create a technical bridge from selecting a business to presenting a tailored concept.

The outcome

Phase 1—the foundation, lead list, manual creation, detail view, notes, status, and access protection—is verifiably complete. Later automation and production phases remain an internal development effort, so the system is not presented as a publicly available or fully rolled-out CRM.

System components

What the solution is made of

Three concrete components that turn the concept into a usable system.

A central lead record

Contact details, location, status, activities, and assessments are brought together in PocketBase and exposed through list and map views.

Five demo starting points

Prepared templates and expiring Coolify deployments provide a foundation for project-specific website demonstrations.

Connecting print and digital

Generated QR letters lead to individual destinations, while scan events become another recorded touchpoint in the internal workflow.

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