LeadPylot CRM.

3,000+

Elements created

Jan 2024 – Present

Duration

875,000+

Codebase size

Private codebase — LOC for internal reference

Project Info

BRAND

LeadPylot CRM

TYPE

Full-Stack SaaS Web Application

TECHNOLOGY

  • Next.js
  • React
  • TypeScript
  • Zustand
  • TanStack Query
  • Tailwind CSS
  • Node.js
  • MongoDB
  • Redis
  • Socket.io
  • Firebase

Services

  • Frontend engineering
  • Backend microservices
  • SaaS CRM product
  • Realtime UI & notifications

Project Description

Full-stack CRM platform for lead management, sales pipelines, and team operations. Built with a Next.js frontend and Node.js microservices backed by MongoDB and Redis. Includes dense admin dashboards, role-based access, realtime notifications, email/calendar workflows, and configurable table views for high-volume lead processing.

Case study

Problem

Sales teams needed one CRM to process high-volume leads across multiple pipeline views, with realtime updates, email workflows, and configurable tables — not a spreadsheet with a login screen.

What I owned

Lead frontend engineer — owned the Next.js admin UI, realtime lead boards, auth flows, and API integrations.

Architecture

  • Next.js App Router frontend with Zustand for UI state and TanStack Query for server cache
  • 11 Node.js microservices (auth, leads, search, email, PDF, etc.) on MongoDB + Redis
  • Socket.io for realtime notifications and live pipeline updates
  • RBAC, multi-tenant admin, and configurable stages/status per tenant

Impact

  • 3,000+ UI elements across pipeline views, lead detail, offers, calendar, and reporting modules
  • Jan 2024 – Present — production SaaS used daily by sales operations teams
  • Advanced data tables with sort, filter, group, column customize, and bulk actions

Features

  • Multi-view lead pipeline (Live, Recycle, Out, Pending, Parked, Shared, Load)
  • Lead details with Bank, Offers, Openings, Tasks, Mail & Activity history
  • Offers, meetings, calendar (Termin), Kanban & todo workflows
  • Advanced data tables (sort, filter, group, column customize, bulk actions)
  • Email inbox, document management & PDF generation
  • Realtime notifications via Socket.io
  • RBAC, multi-tenant admin, stages/status configuration
  • VOIP/calls, reclamations, cashflow & reporting modules
  • AI Leadbot assistant integration
  • 11-service microservice architecture (auth, leads, search, email, PDF, etc.)
Private / NDA — screenshots and walkthrough on request
LeadPylot CRM screenshot 1
LeadPylot CRM screenshot 2
LeadPylot CRM screenshot 3

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