Banker CRMdemo.billyye.com
Role-based CRM for a community bank. Claude parses a banker's freeform note into a structured lead, routes it across 29 products, and the banker approves before save. Stage gates live in Postgres triggers, not the UI. An analytics schema of 21 Postgres views feeds an executive dashboard and a Google Looker Studio board pack, read through an account that can only read, comparing worked next-best-actions against dismissed ones and on-time leads against late ones.
