The client, White Object, is a leading manufacturing company specializing in customized door and window solutions. As part of their growth strategy, they required a custom CRM platform to effectively manage both leads and their associated projects.
In their workflow, a single customer lead often translated into multiple projects (e.g., separate manufacturing tasks for doors and windows for the same client). To address this, iBirds developed a fully customized CRM system with hierarchical lead-to-project relationships, status-based tracking, and real-time notifications.
The platform was designed to streamline operations, automate manual record-keeping, and improve productivity with greater visibility into performance and pending tasks.
Technologies Used
Frontend: React.js
Backend: Node.js
Database: PostgreSQL
Deployment: AWS EC2
Real-time Updates: WebSocket / Firebase
- Lack of Project Tracking per Lead – No system to manage multiple projects linked to a single customer lead.
- Manual Record Keeping – Inefficient spreadsheets and paperwork reduced team productivity.
- No Archival Mechanism – Inactive leads and projects cluttered the system, causing data management issues.
- Poor Visibility – Limited insights into monthly performance, team activity, or pending tasks.
- Enquiry Collection Gaps – No standardized process to capture enquiries directly from prospective customers.
- Real-Time Status Updates – Requirement for live project stage updates with blinking/highlighting to alert users.
Lead & Project Hierarchy
- Developed a hierarchical relationship where one lead can contain multiple projects, enabling complete visibility into each client’s requirements.
- Added status-based tracking for every project with real-time notifications.
Real-Time Project Updates
Implemented WebSocket integration (Socket.IO) for live sync across dashboards.
Applied CSS animations to highlight/blink the current project stage, ensuring immediate user attention.
Repair Ticketing & After-Sales Support
Built a Repair Ticket module to track service and repair requests after project delivery.
Linked repair cases back to projects for a unified service history.
Payments & Finance Module
Enabled payment tracking at both lead and project levels.
Ensured finance teams could monitor dues, partial payments, and completed transactions.
Data Archival & Organization
Introduced an Archive module to automatically move inactive leads/projects based on status.
Reduced data clutter while ensuring historical data remained accessible.
Dashboard & Analytics
Designed a clean, intuitive dashboard to track activity.
Integrated month/year filters for monitoring performance, team productivity, and pending tasks.
Customer Enquiry Form
Delivered a customizable online enquiry form that clients could share directly with their customers.
Submissions auto-created new leads in the CRM, reducing manual effort and scaling inbound enquiries.
User-Centric Design
Focused on building a user-friendly interface, ensuring quick adoption by White Object’s internal teams.
Prioritized accessibility and responsive design for desktop and mobile users.
100% Lead-to-Project Traceability: Teams could now track every project associated with a single lead.
Boosted Productivity: Automation of manual record-keeping improved efficiency across departments.
Faster Decision-Making: Real-time project updates and blinking stage indicators helped managers act quickly.
Improved Customer Experience: Online enquiry forms simplified lead capture, increasing inbound opportunities.
Better Financial Oversight: Integrated payment tracking gave management a clear view of receivables.
Scalable & Future-Ready: AWS deployment ensured reliability and scalability for future business growth.
