Customer Relationship Management Platform
Sales & Customer Intelligence
Centralised customer data, sales tracking and tax-compliant invoicing with customer-trend analytics.
Customer view
360°
Tax-compliant
Billing
Trend analytics
Insight
Flask + Angular
Stack
Overview
A CRM that centralises customer profiles, tracks the full sales pipeline, generates compliant tax invoices tied to sales records, and surfaces customer-trend analytics for the sales team.
The business problem
Customer data and sales activity were scattered, invoicing was disconnected from the pipeline, and leadership lacked visibility into customer trends.
The solution
I engineered a Flask backend over PostgreSQL to manage customer profiles and sales activity, built a tax-invoicing module tightly coupled to sales records, and added analytics dashboards in Angular.
My responsibilities
- Engineered customer-profile and sales-activity tracking
- Built a compliant tax-invoicing module linked to sales
- Developed customer-trend analytics services and dashboards
- Tuned the platform for performance and stability
Challenges solved
- Tightly coupling invoices to sales without data drift
- Turning raw interaction data into meaningful trends
- Maintaining performance as the pipeline grew
Key features
Architecture highlights
- Flask REST API over a relational sales model
- Invoicing module integrated with sales tracking
- Analytics services aggregating interaction data
- Angular dashboards for trends and segmentation
Technologies used
Scalability
A normalised relational model and stateless API support growing customer and transaction volumes.
Performance
- Indexed pipeline and invoice queries
- Aggregated analytics for fast dashboards
- Stability tuning for sustained load
Security
- Role-based access to customer and financial data
- Validated invoice and transaction entry
- Audit logging across sales records
Screenshots
Product screenshots available on request (NDA-protected).
Architecture diagram
Detailed system architecture available on request.
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