Major Project
Web Development
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Web Development · Major Project
CRM for Small Businesses
Leads, a stage-by-stage sales pipeline, follow-up reminders and reports
2-3 weeks build
Overview
A lightweight CRM for a shop or agency. Leads come in through a web form or CSV import, are assigned to a salesperson and move through configurable pipeline stages to won or lost. Calls, meetings and notes are logged on each contact, follow-up reminders fire from a scheduled job, and reports show conversion by stage, source and salesperson.
What makes it stand up
- 01Lead capture from an embeddable form, CSV import or manual entry
- 02Configurable pipeline stages on a draggable deal board
- 03Activity timeline of calls, meetings, emails and notes per contact
- 04Scheduled follow-up reminders by email and in-app
- 05Reports for conversion rate, pipeline value and lead source
Module breakdown
- 01
Contacts
Leads, companies and deduplication on email or phone.
- 02
Pipeline
Stages, deals, values and a drag-and-drop board.
- 03
Activities
Logged interactions and scheduled tasks.
- 04
Reminders
Background job that sends due follow-ups.
- 05
Reports
Charts and CSV export by stage, source and owner.
After this, you will be able to
- Explain how a sales pipeline maps to a data model
- Defend how reminders are scheduled and delivered reliably
- Demo a lead moving from capture to a won deal
Technology stack
- React
- Node.js
- Express
- PostgreSQL
- Redis
- Level
- Major Project
- Domain
- Web Development
- Build time
- 2-3 weeks
- Difficulty
You receive
- Complete, commented source code
- 60-90 page project report (IEEE format)
- Editable presentation deck
- Architecture, ER and UML diagrams
- Local setup and deployment guide
- Sample dataset or seed data
- Viva question bank with answers
- One 45-minute walkthrough call
- 30 days of doubt-clearing support