Projects CRM
The consultant CRM
Educational consultants are the people who place a struggling teenager in a program. They were running caseloads on spreadsheets and email. We built them a CRM on the same platform the programs use, so a referral can flow straight across.
What it does
- Caseload
- Clients, inquiries and alumni, each backed by a live record. A record is one place for the profile, files, contacts, communications and tasks.
- Families
- Contacts carry the roles that matter in this work: who decides, who signs, who pays.
- Program directory
- A shared library of treatment programs, searchable by level of care, population and geography. Nearly two hundred at last count.
- Referrals
- Send a client to a program and follow it from referred to admitted. When the program runs on BlueStep too, the referral arrives in their CRM.
- Paperwork
- The same e-signature and application builder from the program side, inside the consultant's workspace.
- BlueIQ
- An assistant that answers plain questions about a client or the whole caseload, citing the record.
Screens
Click to enlarge. Every name here is invented.
The caseload. Tabs for clients, inquiries and alumni, straight from the database. 
A client record: the family, with who decides, signs and pays. 
Communications: calls, emails and notes in one timeline. 
Tasks on the record, rolled up on the dashboard. 
The program directory. 
The application builder, here building a consulting practice's intake form. 
Settings. Each practice sets its own palette, contact roles and referral stages.
How it was built
A TypeScript single-page app, hash-routed, with no framework. It deploys from GitHub as a static site on the BlueStep domain and talks to one endpoint, so the platform's session, permissions and data all come along for free.
Colors are OKLCH tokens with light and dark modes. Login is in-app, with a hand-off for two-factor. The whole thing type-checks as one program before it builds.