Customer Relationship Management (CRM)

A customer relationship management (CRM) app for sales teams: pipeline stages, automatic call and email logging, and reports in under 250ms. Lead tracking efficiency rose 45%.

A sales CRM that logs every call and email automatically, so leads stop slipping through the cracks.

Sales communication lived in personal inboxes and spreadsheets. Leads were lost between reps, nobody could see who last spoke to a customer, and satisfaction reporting was pieced together by hand.

Disorganized sales communication channels led to lost leads, lack of interaction accountability, and disjointed customer satisfaction reporting.

• •Log every customer interaction automatically.
• •Track each lead through clear pipeline stages.
• •Keep each team’s leads isolated and give managers fast reports.

I built the Laravel application and its data-isolation middleware, the pipeline and interaction models, the reporting queries, and the RESTful webhook integrations for email and calendar. Work was tracked in JIRA.

Created an intuitive management portal with automated interaction logging, pipeline stage tracking, and customized Laravel middleware enforcing data isolation.

1. 01

   Bootstrap and JavaScript front end

   Pipeline board, lead profiles with interaction history, and analytics dashboards.

2. 02

   Laravel core

   Leads, contacts, stages and interactions, with custom middleware that scopes every query to the user’s tenant.

3. 03

   Webhook integrations

   RESTful webhooks from email and calendar providers create interaction records automatically.

4. 04

   MySQL reporting

   Aggregation queries for monthly revenue trends and conversion rates, shaped for fast report generation.

• •Automatic interaction logging from email and calendar.
• •Lead tracking efficiency up 45%.
• •Reports generated in under 250ms.

// Lead Stage Transition Pipeline with Automated Customer Engagement Tracking
public function transitionLeadStage(Lead $lead, string $newStage, ?string $notes) {
    $previousStage = $lead->stage;
    $lead->stage = $newStage;
    $lead->save();

    LeadActivity::create([
        'lead_id' => $lead->id,
        'user_id' => Auth::id(),
        'from_stage' => $previousStage,
        'to_stage' => $newStage,
        'notes' => $notes
    ]);
    NotificationService::notifyAccountExecutive($lead);
}

1. 01

   Enforcing strict tenant isolation to prevent sensitive sales leads leaks.

   Custom Laravel middleware and global scopes that bind every query to the tenant, giving 100% data security compliance.

2. 02

   Building reactive analytics dashboards aggregating monthly revenue trends and conversion rates.

   Pre-shaped aggregation queries for revenue and conversion dashboards, so reports return in under 250ms.

3. 03

   Integrating email and calendar synchronization with RESTful API webhooks.

   Webhook endpoints for email and calendar events that create interaction records on the right lead.

Security

Tenant isolation enforced in middleware and query scopes, authenticated webhook endpoints, and role-based access to reports.

Speed & growth

Report generation stays under 250ms through indexed aggregation queries tailored to each dashboard.

Isolation tests attempt cross-tenant reads and assert they fail. Webhook handlers are tested with sample provider payloads, and report queries are checked against known datasets.