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Built at ConveGenius

Internal tools · Product case study

O2O2C / Sankalp Portal

An internal platform connecting pipeline, approvals, delivery milestones and collections for the founder’s office.

My contribution
Product building & workflow design
Project status
Internal product

What I built

Built the founder’s office platform that carries a deal from pipeline through opportunity, order and cash, with 13 roles and 120 permissions deciding what each person sees and approves.

The problem

Commercial and delivery work crosses many teams. Approvals, documents and handoffs need shared context while each person sees the work relevant to their role.

How I approached it

  • Connected qualification, proposal review, tender decisions and project handoff in one lifecycle.
  • Designed role-aware workspaces with explicit approval gates and decision history.
  • Linked delivery milestones to proof, invoices and collections.

The outcome

Built an internal business-pipeline product that makes decisions and handoffs traceable across the commercial and delivery lifecycle.

Tools behind the work

Next.jsTypeScriptMongoDBMongooseZodAmazon S3