Case studyFeatured
Ninox CRM – Unified Lead Management
Consolidated fragmented Access databases into a single on-premise CRM. Sales, service, and finance teams work from one source of truth, eliminating duplicate entry and version control chaos.
Internal toolsData & IntegrationGDPRInfrastructure
NinoxDockerApacheAzure AD / MSALOffice 365Let's Encrypt
Client
Dialogue One A/S
Industry
Consulting / Sales
Role
Lead architect & developer
Timeframe
2019-2021
Location
Copenhagen, Denmark
Published
Mar 1, 2021
Context
Lead tracking lived in fragmented Microsoft Access files and ad-hoc spreadsheets. Sales consultants duplicated data across databases, version control was nonexistent, and GDPR compliance was difficult to enforce. We needed a unified CRM that could scale across project teams while keeping data on-premise.
Approach
- Ninox on-premise deployment: Containerised with Docker Compose, fronted by Apache with SSL via Let's Encrypt, hosted at a dedicated subdomain.
- Standardised data model: Companies, Contacts, Meetings, and GDPR "Right to be Forgotten" tables with clear relationships and audit trails.
- Template-based rollout: New project databases are cloned from a vetted template, with qualifiers and automation scripts pre-configured.
- Outlook integration: Office 365 "Send As" delegation allows emails to go out as the consultant, keeping outreach branded and auditable.
Highlights
- One-click contact and meeting logging via Ninox scripts reduces missed entries.
- GDPR request tracking ensures deletion requests are handled consistently across teams.
- CSV import/export with field mapping and format validation prevents dirty data.
- Governance model defines roles for Project Leads, Super Users, and Dev Team.
Impact
- Replaced 8+ fragmented Access databases with a single source of truth.
- Eliminated duplicate data entry across sales and support teams.
- GDPR-compliant with structured request tracking and audit trails.
- Repeatable deployment lets new project teams spin up in hours, not days.