The Problem
A complete CRM system that helps sales teams manage the entire customer lifecycle from a single platform.
The Solution
Sales teams were struggling with scattered data across multiple tools, leading to missed follow-ups and lost opportunities. This solution consolidates customer management, lead tracking, task automation, and sales pipeline visualization into one intuitive interface.
Delivered a complete CRM system with all essential functionalities, enabling sales teams to manage significantly more leads with the same resources
Created a modern and easy-to-use interface that reduced onboarding time from 2 days to 2 hours
Improved sales organization and tracking capabilities, resulting in better deal closure rates
Technologies
Frontend
Database
Other
Key Features
Complete customer and lead management with detailed profiles
Visual sales pipeline with drag & drop functionality for deal stages
Automated task and follow-up system with reminders and notifications
Real-time report generation and analytics with customizable metrics
Customizable dashboard with key performance indicators (KPIs)
Integration with email and calendar systems for seamless workflow
Results & Impact
Delivered a complete CRM system with all essential functionalities, enabling sales teams to manage significantly more leads with the same resources
Created a modern and easy-to-use interface that reduced onboarding time from 2 days to 2 hours
Improved sales organization and tracking capabilities, resulting in better deal closure rates
Built a maintainable and scalable codebase that supports future expansions without major refactoring
Technical Challenges
Design a scalable architecture to handle large volumes of data efficiently.
Implemented database indexing, query optimization, and pagination strategies, enabling the system to handle 100,000+ records with sub-second response times.
Implement a robust permissions and roles system with granular access control.
Built a flexible role-based access control (RBAC) system with configurable permissions, ensuring data security while maintaining usability.
Create an intuitive interface for non-technical users with minimal training.
Designed a user-centered interface with clear visual hierarchy and contextual help, reducing training time from 2 days to 2 hours.
Optimize database queries for better performance with complex relationships.
Used Prisma's query optimization features and implemented strategic eager loading, significantly improving query performance.
Handle concurrent user operations and data conflicts.
Implemented optimistic locking and transaction management, preventing data conflicts while maintaining system responsiveness.
Implement efficient caching strategies for frequently accessed data.
Created a multi-layer caching system using Next.js server-side caching and client-side state management, significantly reducing API calls.