Case Study

Opportunities Makers, an Internal CRM for Company Formation

The internal client and transaction system for a Saudi consultancy that sets up companies for foreign investors. It holds the client files and tracks every formation case step by step, with access scoped per employee. Arabic-first and fully RTL.

My Role
Software developer, part-time
Scope
Client and transaction management, per-employee access, Arabic-first interface
Audience
The consultancy's staff, handling investor formation cases
Opportunities Makers, an Internal CRM for Company Formation

The Challenge

Setting up a company for a foreign investor in Saudi Arabia is a long, paperwork-heavy process that runs over weeks and passes through several people. Tracked in spreadsheets and chat threads, it becomes impossible to answer the two questions that matter: where is this client's file right now, and who touched it. Client files also carry commercial and identity documents, so not every employee should see every case.

  • A multi-week formation process with many sequential steps
  • Several staff touching the same case at different stages
  • Client files containing commercial and identity documents
  • Arabic as the working language of the whole team

The Approach

I built it as one internal system rather than a set of shared documents, so each client and each transaction is a record with a state rather than a row someone has to keep updating by hand. Access is scoped per employee, so a staff member reaches the cases they are cleared for and nothing else. The interface is Arabic-first with RTL designed in from the start, because tables, forms and document views are exactly where right-to-left layouts usually break.

  • Client and transaction records with an explicit state per case
  • Access scoped per employee rather than one shared login
  • Arabic-first, fully RTL layout across tables, forms and document views
  • Next.js and React on the front, a NestJS API on PostgreSQL behind it, Tailwind design system, light and dark themes

What I Built

A working internal system the team runs the day on.

  • Client and transaction management for company-formation cases
  • Step-by-step tracking of each case from first request to issued documents
  • Per-employee permissions on a secure sign-in
  • Arabic-first interface with light and dark themes

The Outcome

In use as the consultancy's internal system for client files and formation cases. I joined the company part-time in July 2026 and continue to build and maintain it.

  • Running as the team's internal system of record
  • Case status visible without chasing people for updates
  • Built and maintained on an ongoing part-time engagement

Technology Stack

Next.jsNestJSPostgreSQLReactTailwind

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