Elite Techlogix CRM
A full-featured enterprise CRM built to manage every stage of the sales pipeline from lead to invoice
Background
The Challenge
Elite Techlogix's growing sales team was managing leads, follow-ups, commissions, and client communications across spreadsheets and disconnected tools. The team needed a purpose-built CRM that could handle complex team hierarchies, real-time communication, and full financial tracking, all within a single platform.
Project Goals
- Build a centralised lead pipeline with stage tracking and assignment history
- Implement role-based access for SuperAdmins, Managers, and Agents
- Enable real-time team messaging to replace external chat tools
- Automate commission calculations across teams and departments
- Provide full financial tracking including quotations, invoices, and payments
- Deliver a comprehensive reporting suite with department and team drill-down
What We Integrated
How We Solved It
Our Approach
Delivered a production-ready enterprise CRM with a NestJS backend, Next.js frontend, real-time Socket.io messaging, and a multi-tier RBAC system that covers the full sales lifecycle from first contact to signed proposal and invoice.
Designed a multi-role architecture (SuperAdmin / Manager / Agent) with fully scoped data access at every endpoint
Built a lead pipeline with priority levels, stage history, assignment tracking, follow-ups, tasks, and file attachments
Implemented real-time 1-on-1 messaging via Socket.io with file attachment support (images, PDFs, documents)
Created an automated commission engine with configurable rates scoped to teams, departments, and services
Built quotation, invoice, and payment modules with PDF generation and printable proposal previews
Developed a three-tab reporting suite covering Leads, Revenue, and Sales Targets with department to team to agent drill-down and CSV/PDF export
Deployed with Docker, Nginx reverse proxy, and automated SSL, production-ready from day one
Technologies Used
Capabilities
What We Built
Every feature was designed to solve a real user problem and deliver measurable business value.
Lead Pipeline
Full lead lifecycle with stage tracking, priority levels, assignment history, follow-ups, tasks, and file attachments.
Role-based Access Control
Three-tier RBAC with SuperAdmin, Manager, and Agent roles, where every endpoint enforces fully scoped data access permissions.
Real-time Messaging
WhatsApp-style 1-on-1 messaging via Socket.io with file attachments, read receipts, and unread counts.
Commission Engine
Automated commission calculations with configurable rates scoped to services, teams, and departments.
Invoicing & Quotations
Full financial module covering quotations, invoices, payments, and printable proposal PDFs.
Reports & Analytics
Three-tab reporting suite with department to team to agent drill-down, date filters, and CSV/PDF export.