Summary
W2S – CRM is a comprehensive customer relationship management platform tailored for small and medium-sized businesses. The system empowers sales, support, and marketing teams with actionable insights, customer lifecycle tracking, and powerful automation to boost client engagement and operational efficiency.
Project Detail
As the Lead Developer and Full Stack Engineer, I played a key role in architecting and building the CRM system from the ground up. The platform was designed to be modular, extensible, and user-friendly while enabling advanced features like workflow automation, email tracking, and role-based access control.
Key Features & Contributions
- Custom Pipeline Management: Designed dynamic lead and deal pipelines with drag-and-drop interfaces and status automation.
- 360° Customer View: Built a unified customer profile dashboard aggregating interactions, transaction history, tickets, and activity logs.
- Task & Activity Automation: Integrated rule-based triggers for task creation, follow-ups, and email notifications to reduce manual effort.
- Advanced Search & Filters: Implemented fast and scalable search across contacts, companies, and pipelines using indexed queries.
- Integrated Communications: Connected email and telephony APIs for real-time logging of client communications.
- Reporting & Analytics: Developed dashboards for KPIs such as conversion rates, sales forecasts, and activity summaries.
- Role-Based Access Control: Ensured fine-grained permission levels for admins, managers, and agents using JWT and RBAC policies.
Tech Stack
- Frontend: React, Tailwind CSS, Redux, Zustand
- Backend: Node.js, NestJS, PostgreSQL
- DevOps: Docker, GitHub Actions, Nginx
- Integrations: Email APIs, Telephony services, Webhooks
- Security: Role-based access control, input validation, audit logging
