PROJECT
GOALS
- Replace spreadsheets and disconnected tools with a centralized CRM.
- Automate sales and customer onboarding workflows.
- Track communications, deals, and account history.
- Integrate with third-party tools like email platforms and invoicing systems.
- Ensure secure access and role-based permissions across teams.
SOLUTIONS
- Built a modular CRM tailored to the company’s unique pipeline and sales stages.
- Designed customizable dashboards and reporting tools for managers.
- Implemented triggers for automated follow-ups, deal stages, and task assignments.
- Added calendar scheduling and templated communications.
- Connected with Mailchimp, Xero, and Slack via APIs.
- Enabled seamless data sync and migration.
- Developed granular user roles and an admin panel for permission control.
- Included audit logging for compliance and oversight.
- Set up CI/CD pipelines for faster releases.
- Deployed containerized environments with monitoring and alerting tools
TECHNOLOGIES
- Frontend: React, TypeScript
- Backend: Node.js, Express
- Database: PostgreSQL
- Integrations: Mailchimp API, Xero, Slack, Google Calendar
- Infrastructure: AWS, Docker, GitHub Actions
- Security: JWT, OAuth2, RBAC
RESULTS
- Replaced scattered tools with a unified CRM system.
- Increased team efficiency with automation and better lead management.
- Strengthened data security and access control.
- Enabled future CRM expansion with a scalable foundation.
- Built a successful long-term collaboration with the client’s internal team.