Case Study

Web

Lead CRM Admin – Multi-Tenant SaaS Administration & Back-Office Portal

Lead CRM Admin is an enterprise-grade administration and back-office portal designed for the Lead CRM SaaS ecosystem. It allows Super Admins and Platform Operators to onboard and manage multi-tenant organizations, administer customer and internal staff accounts, configure granular Role-Based Access Control (RBAC), and manage the full billing lifecycle including plans, invoices, and payment receipts. The platform also provides native integrations with third-party lead sources (IndiaMART, Justdial, Meta), client-side PDF document generation.

Flutter

GetX

REST API

Multi-Tenant Role-Based Access Architecture

Lead CRM Admin – Multi-Tenant SaaS Administration & Back-Office Portal screen 1

Lead CRM Admin – Multi-Tenant SaaS Administration & Back-Office Portal screen 2

Lead CRM Admin – Multi-Tenant SaaS Administration & Back-Office Portal screen 3

Lead CRM Admin – Multi-Tenant SaaS Administration & Back-Office Portal screen 10

Lead CRM Admin – Multi-Tenant SaaS Administration & Back-Office Portal screen 11

Challenges & solutions

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

Displaying dense administrative tables across mobile and desktop without layout overflow or usability issues.

Built an adaptive UI using ResponsiveUtils and data_table_2, converting wide desktop tables into touch-friendly expandable cards on mobile while preserving search and pagination.

Generating branded invoices and receipts efficiently without backend dependencies or network latency.

Used pure Dart pdf and printing libraries to generate client-side vector PDFs with custom fonts, logos, calculated tax breakdowns, instant previews, and downloads.

Managing multiple dashboard modules without state collisions, memory leaks, or monolithic architecture.

Structured CustomersPage as a reactive master shell using AnimatedSwitcher, with independently managed sub-views and dedicated GetxControllers through GetX dependency injection.

Maintaining consistent data integrity across four sequential organization onboarding steps despite network interruptions.

Developed a dedicated OrganizationServiceController with reactive step-level validation, automatic plan-to-invoice binding, and actionable error feedback.

Preventing Firebase initialization crashes on Android and iOS when configuration supports only web deployment.

Isolated Firebase initialization for web targets, allowing native mobile builds to operate independently through the REST API without unsupported-platform crashes.

Key features

What users get in the finished, shipped product.

Secure Authentication & Role-Based Session Guarding

Authentication : Supports secure email and password sign-in.
Sessions : Provides persistent "Remember Me" session handling.
Password Reset : Implements an OTP-based password reset stepper with real-time password complexity validation.
Route Protection : Enforces permission-based access control through AuthMiddleware.

Executive Dashboard & Real-Time Analytics

Metrics : Displays live statistics for Customers, Organizations, Admins, and Permission Groups.
Visualization : Presents interactive distribution charts using fl_chart.
Navigation : Provides quick-access shortcuts to key platform modules.
Layout : Supports adaptive grid-to-stack layouts across screen sizes.

Multi-Tenant Organization Lifecycle Management

Directory : Provides a centralized organization directory with search and pagination.
Status : Enables instant active/inactive status toggles.
Management : Supports inline editing and deletion of organization records.
Assignments : Enables account manager assignment and service enablement configuration.

Automated 4-Step Organization Onboarding Wizard

Workflow : Guides administrators through Organization Details, Admin Owner Setup, Plan Selection, and Team Invitations.
Validation : Implements step-level input validation throughout the onboarding process.
Invoicing : Automatically generates the first invoice during organization onboarding.
Navigation : Provides a structured four-step wizard for streamlined organization setup.

Customer & Organization-Admin Management

Directory : Provides a paginated directory of customers and organization administrators.
Ownership : Displays organization-owner indicators using the isOrgOwner property.
Status : Supports inline account status updates.
Profiles : Enables profile editing and linked organization mapping.

Super Admin & Platform Staff Administration

Access Control : Restricts administrative operations exclusively to Super Admins.
Staff Management : Supports internal staff creation, viewing, editing, and deletion.
Status : Provides active status toggles for platform staff accounts.
Password Management : Includes a dedicated modal for admin password overrides with live password strength indicators.

Granular Role-Based Access Control (RBAC) & Permission Groups

Permission Groups : Supports custom permission group creation and management.
Module Permissions : Provides granular create, read, update, and delete (CRUD) permission toggles for individual modules.
User Assignment : Enables user-to-group assignment through the PermissionGroupUsersDialog.
Dynamic Navigation : Filters drawer menu options according to the user's assigned role and permissions.

Subscription Plans & Invoicing Engine

Plans : Supports configuration and management of recurring subscription tiers and enterprise plans.
Invoice Generation : Generates invoices directly from subscription plans through the /api/invoices/from-plan endpoint.
Calculations : Automates tax calculations and invoice total generation.
Lifecycle : Tracks invoice statuses including Draft, Sent, Paid, Overdue, and Cancelled.
Discovery : Provides invoice search and filtering tools for efficient record management.

Payment Receipts & Client-Side PDF Generation

Records : Maintains payment receipt records linked to organizations.
Payment Modes : Tracks transactions made through UPI, Net Banking, Card, and Cash.
PDF Generation : Compiles printable payment documents on the client side using pdf/printing.
Preview : Provides an in-app print preview before document output.
Downloads : Supports downloadable tax receipts for payment documentation.

Multi-Provider Lead Source Connectors (IndiaMART, Justdial, Meta)

Integrations : Connects IndiaMART, Justdial, and Meta marketing channels with tenant sales pipelines.
Configuration : Supports provider settings for API keys, webhook secrets, and account mappings.
Synchronization : Provides an on-demand IndiaMART lead synchronization trigger.
Lead Inspection : Enables inspection and management of incoming leads through a dedicated queue.
Bulk Conversion : Supports batch conversion of all queued leads into CRM records.

Tech integrations

Third-party SDKs & libraries

9 core integrations powered

Data Table 2

Core system integration

PDF & Printing

Core system integration

fl chart

Core system integration

HugeIcons & Flutter SVG

Core system integration

shared preferences

Core system integration

Hyper Snackbar

Core system integration

Image Picker

Core system integration

Easy Stepper

Core system integration

Lead Generation Gateways

Core system integration

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