Iosifidis CRM
A custom business CRM built for managing electrical plan requests, customers, partners, documents, costs, and communication workflows. The platform centralizes lead tracking, SMS/email communication, document upload status, cost management, partner-based reporting, and admin configuration in one secure web application.
Full-Stack Developer
Screenshots
CRM Analytics Dashboard
Main admin dashboard with KPI cards for users, customers, leads, and partners, plus monthly and partner-based lead cost analytics.
CRM Analytics Dashboard
Main admin dashboard with KPI cards for users, customers, leads, and partners, plus monthly and partner-based lead cost analytics.
Electrical Plans Lead List
Operational lead table for managing electrical plan requests with date filters, partner search, add-new-plan action, statuses, instructions, and cost fields.
Electrical Plans Lead List
Operational lead table for managing electrical plan requests with date filters, partner search, add-new-plan action, statuses, instructions, and cost fields.
Lead Details & Communication
Detailed lead profile showing customer, partner, declaration status, check type, instructions, and integrated SMS/email communication tools.
Lead Details & Communication
Detailed lead profile showing customer, partner, declaration status, check type, instructions, and integrated SMS/email communication tools.
Document Workflow Management
Document management area for uploading and tracking not-finalized, finalized, and extra documents with completion states and cost fields.
Document Workflow Management
Document management area for uploading and tracking not-finalized, finalized, and extra documents with completion states and cost fields.
User Management
Admin user management screen for viewing, creating, editing, and deleting users with assigned access levels.
User Management
Admin user management screen for viewing, creating, editing, and deleting users with assigned access levels.
Admin Configuration Panel
Admin panel for maintaining lookup data such as instructions, message templates, states, check types, YDEs, and cost types.
Admin Configuration Panel
Admin panel for maintaining lookup data such as instructions, message templates, states, check types, YDEs, and cost types.
Secure Sign-In
Simple authentication screen for protected access to the CRM platform.
Secure Sign-In
Simple authentication screen for protected access to the CRM platform.
Challenge
Replacing scattered manual workflows with a centralized CRM that could track electrical plan leads, manage document states, calculate costs, and support direct customer communication.
Solution
Built a full-stack CRM with authenticated access, lead management tables, detailed lead pages, SMS/email communication tools, document upload workflows, admin-managed lookup tables, user management, and dashboard analytics.
Results
- Centralized lead and customer management in one web application
- Improved operational visibility with dashboard metrics and partner-based reporting
- Streamlined document tracking with finalized, non-finalized, and extra document sections
- Added SMS/email communication tools directly inside each lead workflow
- Enabled admin users to manage users, lookup tables, instructions, states, and cost types
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