Ongoing · CTO
Clidash
An AI-powered CRM for South African financial advisors. As CTO I work on integrations, scalability and planning, and reworked the app's modularity, security and access control.
Role
CTO
Timeline
Ongoing · CTO
Stack
Flutter · Firebase · Cloud Functions · Cloud Run · QuicklySign · GitHub Actions
Overview
Clidash is a multi-tenant CRM built for South African financial advisory firms: clients, meetings, tasks and compliance documents in one place, with an AI assistant that drafts communications, summarises meetings and answers questions over the firm's own data.
As CTO I work on integrations, scalability and technical planning. I reworked the app's modularity, security and access control, built the QuicklySign e-signature integration and the mailing services, and write and run a share of the Cloud Functions and Cloud Run jobs behind the product.
I built the internal dashboard from scratch and led the rework of the CRM into a component-driven design, which made the app faster to change, more consistent to use, and cheaper to run.
CTO
Integrations, scalability and technical planning.
Security & authentication
Reworked alongside the app's modularity.
Internal dashboard
Designed and built from scratch.
Component-driven rework
Consistency, efficiency and optimisation across the CRM.