CRM System for Small Businesses

Project

CRM System for Small Businesses

A smart, easy-to-use CRM platform that helps small businesses manage customers, close deals faster, and build lasting relationships.

Problem Statement

Small businesses often rely on spreadsheets, emails, or disconnected tools to manage customers and sales activities. This results in lost leads, poor follow-ups, limited visibility into sales performance, and inefficient customer communication that directly impacts growth.

Solution Overview

Our CRM System for Small Businesses provides a centralized platform to manage leads, customers, sales pipelines, and communication. With built-in automation and AI-driven insights, businesses can streamline sales processes, improve customer engagement, and make data-driven decisions without complexity.

Key Features

User & Sales Features

• Lead and contact management
• Visual sales pipeline and deal tracking
• Task reminders and follow-up alerts
• Customer interaction history
• Email and activity tracking

Admin & Technical Features

• Role-based access and permissions
• Sales performance dashboards
• Workflow automation and rules
• Data import/export and integrations
• Secure multi-tenant architecture

System Architecture

Sales Team / Admin
        |
        v
Web Application (React / Tailwind)
        |
        v
API Gateway
        |
        v
Backend Services (Auth, CRM, Sales, Automation)
        |
        v
AI Insights Engine
        |
        v
Database & Cloud Storage

Technology Stack

Frontend

React, Next.js, Tailwind CSS

Backend

Node.js, NestJS, REST APIs

AI & Automation

Lead Scoring, Sales Forecasting

Database

PostgreSQL, Redis

Integrations

Email, Calendar, Third-party APIs

Cloud & DevOps

AWS, Docker, CI/CD Pipelines

Use Cases

• Small and medium-sized businesses
• Sales teams and account managers
• Service-based companies
• Startups managing early-stage sales
• Customer support and retention teams

Business Impact

The CRM system improves lead conversion rates, enhances customer retention, and reduces manual effort through automation. Businesses gain clear visibility into sales performance, faster deal closures, and measurable ROI by optimizing sales processes and customer relationships.