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02 — CRM

A rep workspace built around the calling day.

Home, My Leads and Pipeline, with calling, outcomes, follow-ups, qualification and demos on one lead page — and the Sales Academy that trains reps to use it.

My role
Owner, rep systems
Built
Aug 2026
Built with
Next.js · Supabase · Twilio
Status
In production at vayrk.com
Vayrk· Exhibit 02 · CRM
Sample data only
Vayrk rep portal showing the demo presenter: a scene timer, a sample roofing lead, and a ‘Say / Point at / Don’t say’ script panel.
The demo presenter inside the rep portal. Development build, sample data only.
01 — The approach

One lead page for the whole call.

Everything a rep does on a call happens on the lead page. The Call button rings the rep’s own phone through Twilio, then the prospect. Afterwards the rep logs one of eight outcomes with a note of up to 1,000 characters, sets a dated follow-up, marks the lead qualified, or books a demo and later marks it done or a no-show. Earnings shows commission on what customers actually pay; Career progress shows the path to field ready.

02 — How it works

Due work rises to the top.

Follow-up due3
Qualified2
Demo scheduled2
Demo done1

Illustrative grouping using the states the lead page records. Each rep’s work runs overdue, untouched, due today, then the rest.

  1. 01

    Call

    One button. The server rings the rep’s phone first, then the prospect. No softphone to install.

  2. 02

    Log

    Eight call outcomes and a note of up to 1,000 characters, saved to the lead.

  3. 03

    Follow up

    A dated follow-up. My Leads groups work into Today, Overdue and Coming up.

  4. 04

    Train

    The Sales Academy: a seven-day course and a certification exam, docked beside the lead in the desktop app.

03 — Outcomes

What the record shows.

Each figure names its source. Development and Staging results are labelled as such; nothing here is a customer result.

Verified
8 · 29 · 20

Sales Academy modules, lessons and certification questions. Passing takes 85%; three compliance questions fail automatically.

Source: Sales Academy content · 31 Aug 2026

Verified
2 certified

Reps who finished 28 of 29 lessons and passed certification.

Source: Sales floor record · 28 Sep 2026

04 — Built with others

The rep dialer behind the Call button was built by Jason Zipp. The first Rep Training was built by Nathan Cole.

Want to build something like this? Let’s talk.