Nexus CRM

Sales teams need one traceable system for leads, follow-ups, deals, communication and reporting. Fragmented spreadsheets and disconnected tools make ownership, pipeline visibility and historical accountability difficult.

A Spring Boot modular monolith and React SPA organized by sales domain. The platform combines tenant-aware JWT authentication, granular permissions, configurable pipelines, asynchronous jobs, analytics and provider abstractions for email and AI.

Protecting organization data while also enforcing team and individual visibility rules across complex search, filtering, import, campaign and reporting workflows.

Tenant identity comes only from the authenticated JWT. Layered Hibernate filters and tenant-scoped query Specifications constrain every query. RBAC permissions and OWN / TEAM / ORG visibility policies are backed by integration tests.

• Lead database with advanced search, filters and saved views
• Configurable pipelines and stages
• Companies, contacts, clients and deals
• Calls, tasks, meetings and unified activity timelines
• CSV/XLSX import with mapping, validation and duplicate detection
• Bulk operations with asynchronous job tracking
• Email templates, SMTP sending and suppression enforcement
• Campaign sequences and background sending
• Proposal builder with line items and PDF output
• Executive, team and representative dashboards
• Reports with CSV, Excel and PDF exports
• Granular role and permission management
• Multi-tenant organization isolation
• Append-only audit trail
• AI provider abstraction with a deterministic offline fallback

Completed and in daily use — Ali runs his own sales pipeline on it. It covers the CRM foundation, core sales workflows and sales-execution modules; external OAuth, telephony, billing and production AI configuration are tracked as roadmap integrations.