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Client Management Platform for a Service Company

A full-stack platform for managing clients, inquiries, and tasks with real-time analytics and CRM integration.

Client Management Platform for a Service Company

Timeline

8 weeks

Industry

Business Services

Technologies

React, Node.js, PostgreSQL

The Challenge

The company managed clients using scattered spreadsheets, causing data loss and missed opportunities. The team spent hours on manual data entry while leads fell through the cracks.

The Solution

We built a custom SaaS platform with centralized client management, full inquiry history, automated task workflows, and real-time dashboards — all integrated with the existing CRM.

What We Built

Real-time analytics dashboard
Automated inquiry & task management
CRM integration
Smart alerts & reminders
Custom reports
Role-based access control

The Results

60% faster response time

40% higher satisfaction

Zero data loss

ROI in 3 months

Technologies Used

ReactNode.jsPostgreSQLSupabaseTailwind CSS

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