SPC Accounting – Landing Page & CRM Portal

This project involved designing and building a simple CRM portal and landing page for SPG Accounting

This project involved designing and building a simple CRM portal and landing page for SPG Accounting. The system serves as a streamlined platform where administrators can manage client and mentor information, supporting operational excellence and mentorship tracking.

Project Type: Web Design & CRM Development

Tools for design: Figma, Photoshop,

Stack used: HTML, CSS, JS, Angular and Firebase

Key Features

• Landing Page: Clean and professional branding with SPC’s tagline: “Building Tomorrow’s Accounting Firms Today.”
• Dashboard Overview: At-a-glance metrics for leads, clients, and program follow-ups.
• User-Friendly Layout: Intuitive forms and simple navigation for fast data entry and updates.
• Scalable Structure: Built as a foundation for future CRM features like analytics, reporting, and reminders.

Client/Mentor Management:

• Add, edit, and update mentor or client records.
• Upload and manage profile photos.
• Track status with follow-up intervals.

Design Approach

• Minimalist UI: Blue grid background and structured card layout give a professional yet approachable look.
• Clarity First: Key stats and action buttons are highlighted to ensure quick decision-making.
• Consistency: Form fields, buttons, and data tables follow a uniform design system for ease of use.

Outcome The portal provides SPC Accounting with a centralized, easy-to-manage system for client and mentor data. It simplifies follow-ups, improves organization, and lays the groundwork for scaling into a more advanced CRM in the future.

The prototype: https://spg-accounting.netlify.app/

Source Code: https://github.com/odedahay/spg-crm-mentors