Platform · 2026
EngageXS CRM
A business platform that runs the full sales-to-cash cycle for SMEs: leads, pipeline, quotes, orders, invoices, collections, and double-entry accounting in one connected system.
- Role
- Tech lead, team of one or two
- Built at
- Amphibia Digital
- Status
- Live
- Stack
- Next.js
- Node.js
- Golang
- PostgreSQL
Overview
EngageXS replaces the separate tools SMEs usually juggle for sales, stock, invoicing, and the books. A lead moves through the pipeline into a quote, an order, an invoice, and a collected payment. Invoices and payments post automatically to the built-in double-entry accounting.
Each client organisation signs in to its own workspace. Around the core flow sit the pieces SMEs actually need: a products catalogue with volume pricing, lot- and batch-level inventory, a collections workspace for chasing overdue invoices, and a shared calendar that keeps follow-ups honest.
What I built
- Pipeline to cash in one flow: leads convert to accounts, deals move through stages, and quotes become orders, invoices, and collected payments.
- Double-entry accounting generated from invoices and payments: trial balance, chart of accounts, and an immutable, fully traceable general journal.
- Collections with 30/60/90+ day aging, DSO, dunning and escalation tools, and a cash-application assistant that matches payments to invoices.
- Inventory with on-hand, reserved, and available stock per SKU, dead-stock reporting, and lot/batch tracking with expiry dates.
- Tiered volume pricing, time-limited promotions, and bundle components per product.
- Workspace-isolated sign-in, a personal My Work queue, and one calendar for follow-ups, meetings, due dates, and quote expiries.
Screens
22 captioned views. Select any to enlarge.
Workspace
6 views
01Public site
The marketing site at engage.tenxs.biz.
02Sign-in
Each client organisation signs in to its own workspace.
03Dashboard: onboarding and pipeline
Setup progress, weighted sales forecast, accounts receivable, cash collected, and a visual pipeline funnel: an instant business health snapshot.
04Dashboard: revenue and pipeline
The full pipeline funnel by stage, a 6-month revenue trend (invoiced vs collected), and top accounts by revenue.
05My Work
Each rep's own queue of open deals, pending tasks, and follow-ups due.
06Calendar
One calendar for follow-ups, meetings, invoice due dates, and quote expiries across the whole workspace.
Leads, contacts & pipeline
8 views
07Leads
Leads with status and source. Import by CSV, capture from a web form, or convert a lead into an account.
08Edit lead
Structured qualification: contact info, source, region, owner, rating, next follow-up date, industry, and notes.
09Contacts
Every contact across accounts, with lifecycle stage, linked account, and quick edit/view actions.
10Contact: info
Full contact profile with an activity log and editable details, linked to its parent account.
11Contact: messages
A built-in messaging tab for logging or sending communications without leaving the CRM.
12Account
Company-level view of linked deals, quotes, orders, invoices, and outstanding balance.
13Pipeline: overview
Open deal count, total pipeline value, and weighted forecast by rep, with deals listed by stage and status.
14Pipeline: deals
Every deal with amount, close date, and stage. Deals move between stages by drag or dropdown.
Catalogue & inventory
4 views
15Products
Products and services with SKU, pricing, tax rate, and volume pricing.
16Volume pricing
Tiered pricing editor: quantity-based unit prices, time-limited promotions, and bundle components per product.
17Stock on hand
Real-time on-hand, reserved, and available stock per SKU, plus a dead-stock report flagging slow movers for clearance.
18Lots & batches
Batch-level tracking with lot numbers and expiry dates, for perishable or regulated stock.
Billing & accounting
4 views
19Invoices & orders
Sales orders and invoices with payment status. Email an invoice, record a payment, or push to accounting.
20Invoice detail
Line items, payment history, and quick actions: record payment, credit note, write-off, RMA.
21Collections
Receivables aging (30/60/90+ days) and DSO, with dunning and escalation tools plus a cash-application assistant that matches payments to invoices.
22Accounting: trial balance
Double-entry books generated from invoices and payments: trial balance, chart of accounts, and an immutable general journal.
Open to senior / lead roles · remote or relocating to Singapore
Hiring for a senior or lead role?
I take systems from requirements to production: mobile, web, backend, and AI agents. Tell me about the problem and I will reply within a day on weekdays.