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SaaSLive

SalesTrack

Multi-tenant field sales management for wholesale distributors.

Type
SaaS
Client
Wholesale distribution platform
Role
Product design · Full-stack engineering
Year
2024

Evidence / status

Live. Reported outcomes await verification.

Challenge

The visibility problem

Distributors managing field sales teams had limited insight into daily activity. Orders arrived through WhatsApp and phone calls, reconciliation happened on paper, and managers lacked a reliable audit trail.

Constraints

  • Orders were processed through WhatsApp and phone calls.
  • Managers needed a current view across multiple territories.
  • Each distributor required strict tenant-level data isolation.
  • The workflow had to remain simple enough for field adoption.

Approach

Key decisions

  1. Tenant isolation at the data layer

    Supabase Row-Level Security scopes records by distributor at query time instead of relying only on application middleware.

  2. Free-text order capture

    Reps can record an order without maintaining a complex product catalogue, reducing training and data-entry overhead.

  3. Shareable WhatsApp receipts

    Pre-filled WhatsApp links generate order summaries without requiring a WhatsApp Business API integration.

  4. Simple seat-based access

    A predictable seat model keeps account administration understandable for small distribution teams.

Evidence

What can be stated

Current status: Live. Unverified outcomes are labelled instead of presented as proof.

  • 40+ field reps managed and 12+ clients onboarded, according to existing project notes.

    Needs verification
  • Reported six-week launch timeline.

    Needs verification

Technology stack

  • Next.js
  • Supabase
  • Node.js
  • PostgreSQL

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