CRM360: Multi-Tenant SaaS & Lead Automation Platform

Overview

Served as a Lead Architect and Developer for CRM360, a proprietary SaaS platform designed to centralize enterprise sales operations. I engineered the core infrastructure to support multi-tenancy, allowing distinct organizations to manage complex lead lifecycles, contact databases, and automated follow-up workflows within a single, scalable ecosystem.

Multi-Tenant Architecture & Entity Management

  • Scalable SaaS Framework: Architected a multi-tenant database schema ensuring complete data isolation and security for multiple organizations on a single platform.
  • Core CRM Modules: Engineered the centralized Company and Contacts Management system, allowing users to maintain a 360-degree view of relationship history and data points.
  • Dynamic Pipeline Logic: Developed a flexible Lead Pipeline Management engine that allows sales teams to visualize their sales funnel and move prospects through custom-defined stages.

Lead Acquisition & API Synchronization

  • Direct Meta (Facebook) Integration: Engineered a custom bridge with Facebook Lead Generation Ads. This system automatically “grabs” leads from the Meta API in real-time, instantly creating and assigning them within the CRM to ensure zero-latency response times.
  • Automated Lead Assignment: Built the logic to automatically route incoming leads to the correct team members based on pre-defined organizational rules, ensuring 100% lead accountability.

Task Intelligence & Retention Engine

  • Task & Deadline Management: Developed a robust Task Management suite that allows users to create, assign, and track internal action items tied specifically to leads or companies.
  • Automated Notification System: Engineered a high-reliability Reminder Engine for task deadlines and lead follow-ups. This system triggers automated alerts (Dashboard/Email/SMS) to ensure sales teams never miss a critical touchpoint or a closing deadline.