CRMLead trackingMulti-tenant SaaSPolicy management

FE CRM Case Study

A multi-tenant CRM for lead generation, sheet uploads, centre-wise tracking, monthly filters, policies, chargebacks and agent-client calculations.

Multi-tenant

centers and companies managed

Sheets

year and month-wise uploads

Policies

client, agent and chargeback tracking

Filters

center, date and status workflows

Build something like this

FE CRM dashboard sanitized project mockup

Privacy safe portfolio preview

Screens are sanitized. Client names, policy records, chargeback data and center performance details are confidential and not exposed.

Client

Mars BPO

My role

Full Stack Developer for lead workflows, data imports, filters and policy calculations

Project type

CRM, Lead tracking, Multi-tenant SaaS, Policy management

Project Overview

FE CRM is a multi-tenant lead and policy management system for centers that need to upload sheets, fetch data from other software, manage leads, track policy status, calculate chargebacks and organize monthly performance.

Business Problem

The business needed to bring data from other systems into one CRM, upload center-wise and year-wise sheets, filter monthly records and accurately manage client policies, chargebacks, cashback and agent-related calculations.

System Solution

I built structured CRM workflows for leads, center-wise data, sheet uploads, monthly filters, policy records, cashback, chargeback tracking and calculations connecting clients, agents and policy status.

Developer notes

Why this crm project matters

As the full stack developer on this project, I connected the frontend experience, backend data flow, permissions and reporting screens into one practical product. The goal was not just to make a good-looking interface, but to create a system that helps real teams work faster, find records confidently and make better decisions from clean operational data.

Privacy approach

Screens are sanitized. Client names, policy records, chargeback data and center performance details are confidential and not exposed.

AI assisted workflow

AI, Automation and Smart Workflow

This project uses practical automation patterns to reduce manual work, improve review speed and keep business data easier to manage. The exact private implementation is protected, but the portfolio preview explains the production value clearly.

Automation-ready imported data processing workflow

Smart filtering structure for policies, clients and monthly calculations