Project Overview

A full-featured CRM built to streamline lead intake, sales pipelines, invoicing, and client support. The platform centralizes customer data, improves team collaboration, and automates routine workflows.

The system provides granular permission controls, custom fields, activity logs, file attachments, and communication tracking. Built with a modular architecture to support rapid iteration and future extensions.

Core Modules

• Lead management with scoring and assignments
• Pipeline and stage customization with drag-and-drop
• Quotes, invoices, and payments tracking
• Task management, reminders, and SLA tracking
• Customer portal with ticketing

Integrations

• Email providers via SMTP/API
• Payment gateways for invoice settlement
• Webhooks and REST APIs for third-party sync

Security & Compliance

Role-based access control, audit logs, data encryption in transit, and opt-in consent tracking. Export and deletion tools to support privacy requests.

Outcome

Improved lead-to-win ratio, reduced manual data entry, and unified team workflows across departments.