Case Study

Web

CodeX Lead CRM – Enterprise B2B Sales, Lead & Revenue Management Platform

CodeX Lead CRM is a cloud-based sales automation platform and Progressive Web Application (PWA) built for high-velocity sales teams and B2B enterprises. The platform unifies multi-channel lead ingestion (IndiaMART, Justdial, and Meta/Facebook Ads) into a centralized workspace, featuring drag-and-drop pipeline tracking, deal closing, quotation and receipt generation, shared team calendars, and executive business analytics. It features enterprise-grade multi-tenancy, granular role-based access control (RBAC), and security audit tracking.

Next.js

Tailwind CSS

REST API

PWA Engine

CodeX Lead CRM – Enterprise B2B Sales, Lead & Revenue Management Platform screen 1

CodeX Lead CRM – Enterprise B2B Sales, Lead & Revenue Management Platform screen 2

CodeX Lead CRM – Enterprise B2B Sales, Lead & Revenue Management Platform screen 3

CodeX Lead CRM – Enterprise B2B Sales, Lead & Revenue Management Platform screen 14

CodeX Lead CRM – Enterprise B2B Sales, Lead & Revenue Management Platform screen 15

Challenges & solutions

The technical problems our team solved to ship a reliable, unified web experience.

Preventing API failures caused by expired JWT access tokens during active user sessions.

Implemented an authFetch wrapper that intercepts 401 Unauthorized responses, refreshes access tokens through the refresh token endpoint, updates local storage, and transparently retries failed requests without disrupting the user experience.

Standardizing lead data from multiple external sources with inconsistent schemas and payload structures.

Created dedicated schema parsers for IndiaMART, Justdial, and Meta Ads to normalize incoming data into standardized CRM lead records containing contact details, tags, source identification, and query timestamps.

Enforcing subscription-based module access without duplicating routes or maintaining hardcoded permission checks.

Built a declarative ModuleGate component and usePermissions hook that evaluate user permission groups against route mappings, display restricted views for disabled features, and dynamically update sidebar navigation.

Maintaining accurate Kanban pipeline states and lead value calculations during asynchronous stage transitions.

Implemented optimistic state updates with immediate stage re-sorting and column value recalculation, rolling back changes only when network requests fail.

Preventing browser freezes, memory leaks, and incomplete downloads when exporting large datasets.

Developed an apiDownload stream helper that extracts filenames from Content-Disposition headers, converts response blobs into temporary object URLs, triggers browser downloads, and revokes URLs after use to minimize memory leaks.

Key features

What users get in the finished, shipped product.

Multi-Channel Lead Capture & Ingestion (IndiaMART, Justdial, Meta)

Integrations : Aggregates business enquiries from IndiaMART, Justdial, and Meta advertising platforms.
Configuration : Supports API key management for external lead source integrations.
Synchronization : Enables automated and on-demand lead synchronization.
Duplicate Prevention : Filters duplicate enquiries to maintain clean CRM records.
Lead Conversion : Tracks lead statuses and converts enquiries into active CRM leads with one click.

Visual Sales Pipeline & Kanban Board

Pipeline : Organizes deals across five stages: Prospecting, Qualified, Proposal, Negotiation, and Closed Won.
Stage Management : Supports quick deal stage updates through the visual pipeline board.
Deal Metrics : Displays deal counts and aggregated monetary values for each stage.
Lead Creation : Enables lead creation directly from the pipeline drawer.

Comprehensive Deals Management

Deal Tracking : Monitors sales opportunities from initial contact through negotiation to closure.
Revenue Forecasting : Tracks deal values, win probabilities, and expected closing dates.
Associations : Links deals with leads and assigns sales representatives.
Performance Analytics : Provides win/loss rate analytics to evaluate sales effectiveness.

Quotation & Receipt Engine

Quotation Builder : Creates itemized quotations with unit pricing, quantities, and automatic total calculations.
Quote Lifecycle : Tracks quotation statuses including Draft, Sent, Accepted, Rejected, and Expired.
Payment Receipts : Generates payment receipts with transaction methods including Bank Transfer, Credit Card, Cash, and Cheque.
Balance Monitoring : Provides alerts for overdue payment balances.

Executive Dashboard & Visual Analytics

KPI Metrics : Displays Total Leads, Active Deals, Win Rate, Total Revenue, and Average Deal Size.
Revenue Analytics : Visualizes revenue performance against targets through interactive charts.
Lead Insights : Presents lead source distribution and monthly sales goal progress bars.
Activity Feed : Provides a recent lead activity feed for real-time operational visibility.

Dynamic Task & Shared Team Calendar

Calendar Views : Supports Month, Week, and Day views for managing scheduled activities.
Event Scheduling : Organizes Meetings, Calls, Demos, Follow-ups, and Emails.
Priority Management : Assigns High, Medium, and Low priority levels to tasks.
Task Alerts : Highlights overdue tasks to support timely follow-ups.
Team Filters : Separates personal schedules from shared team activities.

Team Activity Tracking & Sales Logging

Activity Logging : Records calls, notes, demos, and meetings associated with prospects and deals.
Interaction Tracking : Maintains interaction duration counters for sales activities.
Sentiment Analysis : Tags interaction outcomes as Positive, Neutral, or Negative.
Deal History : Maintains activity records to improve visibility into customer interactions.

Role-Based Access Control (RBAC) & Module Gating

Role Management : Implements three permission tiers: customer_admin, customer_member, and customer_viewer.
Module Access : Controls feature availability according to subscribed plan modules through ModuleGate components.
Action Protection : Restricts administrative operations using admin-only access guards.
Custom Permissions : Supports configurable permission groups for granular access management.

Security Overview, Audit Logs & Data Portability

Security Monitoring : Displays a system security health score for monitoring platform security.
Audit Trail : Records system events with Info, Warning, and Critical severity levels.
Access Logging : Captures IP addresses to support security auditing and access monitoring.
Backups : Supports automated backup generation for data protection.
Data Export : Enables on-demand CSV and JSON exports for leads, contacts, deals, quotations, and receipts.

Progressive Web App (PWA) & Notification Center

Installation : Provides an installable application experience across desktop and mobile devices.
Service Worker : Registers service workers to support PWA functionality.
Push Notifications : Listens for push notifications to deliver real-time updates.
Notification Center : Displays an unread notification counter and configurable notification preferences.
Offline Experience : Supports standalone display mode for an app-like experience.

Tech integrations

Third-party SDKs & libraries

5 core integrations powered

Recharts

Core system integration

Lucide React

Core system integration

Justdial Lead API

Core system integration

Web Push & Service Worker API

Core system integration

Browser Blob & Stream API

Core system integration

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