Full-Stack CRM Development for Mid-Size Enterprise

Complete CRM with lead tracking and sales pipeline

Overview

Developed a comprehensive Customer Relationship Management (CRM) system for a mid-size enterprise using Next.js, Node.js, and MongoDB. The platform includes complete lead tracking, sales pipeline management, detailed analytics dashboards, and role-based access control for different team members. Implemented secure authentication with JWT/CSRF, advanced search and filtering capabilities, and activity timelines to help streamline daily sales operations. The system features automated workflows and clear data visibility that increased follow-ups and team productivity. Built with TypeScript for type safety and RESTful APIs for seamless data communication between frontend and backend.

The Challenge

Create a comprehensive CRM system that streamlines sales operations with lead tracking, pipeline management, and team collaboration while ensuring data security and role-based access.

The Solution

Built a full-stack CRM with Next.js and Node.js, using MongoDB for flexible data storage. Implemented secure authentication, role-based access control, advanced search/filtering, activity timelines, and automated workflows for improved team productivity.

Outcome

Successfully delivered a complete CRM system that increased follow-ups and team productivity through automated workflows, provided clear data visibility for better decision-making, and streamlined daily sales operations with efficient lead tracking and pipeline management.