AI CRM Platform

A sales CRM built from the ground up to manage the full customer lifecycle — from lead generation to prospect conversion, opportunities, and ongoing activities — with AI-powered document extraction and data-driven sales dashboards.

Set up the repository from scratch and shipped the platform end-to-end — role-based authentication for different user personas, lead-to-prospect workflows, opportunities and activities, sales profile management, AI document extraction, and data-driven dashboards.

• Role-based logins and interfaces for different user personas
• AI-powered data extraction from uploaded documents
• Lead generation and lead-to-prospect conversion workflows
• Opportunities and activities tracking
• Sales profile management
• Data-driven dashboards with sales analytics

Next.js · Redux · TypeScript · APIs

1. 01Designed the architecture and data model from scratch to support the full lead-to-prospect-to-opportunity lifecycle.
2. 02Built role-based interfaces that adapted to different user personas without forking the UI.
3. 03Wired AI document extraction directly into CRM records with manual override and audit visibility.

Got sharper at frontend system design — scaffolding a product from zero, modeling multi-stage business workflows, and integrating AI features that augment users without getting in their way.