Custom CRM Solution - Centralized Client Management for Service-Based Businesses (Development in progress)
This case study showcases a custom CRM solution designed to replace manual workflows with a secure, centralized, and user-friendly platform. Built for a client in the consulting and service sector, the system focuses on simplifying lead management, document handling, team collaboration, and application tracking.
The platform includes dynamic dashboards, real-time updates, role-based access, and integrations with third-party tools. It’s a scalable foundation built for operational efficiency, security, and business growth.
- Services: CRM Design & Development
- Client: Private Organization
- Industry: Consulting / Immigration Services
Project Requirement
The client required a secure web-based CRM platform to manage client lifecycles—from lead generation to post-application support. Requirements included multi-user roles, smart dashboards, automated reminders, searchable records, and seamless team communication.
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Lead & Client Management
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Role-Based Dashboard
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Secure Authentication (JWT)
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Dynamic Forms with Validation
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Email Notification Support
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Searchable & Filterable Data Tables
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Fully Responsive Interface
Solution & Result
The CRM is being developed to streamline internal operations by offering real-time client updates, centralized communication, document uploads, and task tracking. Once completed, the platform is expected to significantly reduce manual work and enhance visibility into each stage of the client process.
It will empower the organization to scale its services efficiently, ensure secure data handling, and offer better service delivery through an integrated digital workspace.
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