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OVERVIEW
NEXUS-CRM — Multi-Tenant Sales CRM SaaS - DEALS KANBAN
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DEALS KANBAN
ENTERPRISE ARCHITECTURESYS-ID: PROJ-NEXUS-CRM
GitHubSOURCE REPOSITORY

NEXUS-CRM — Multi-Tenant Sales CRM SaaS

> Multi-tenant Sales CRM SaaS engineered with React 19, Prisma, PostgreSQL tenant isolation, Redis RBAC & Resend OTP

TECH STACK:React 19TypeScriptNode.jsPostgreSQLPrismaRedisDockerResend API
EXECUTIVE OVERVIEW & PROBLEM STATEMENT

Nexus CRM is an enterprise-ready Sales CRM platform architected from the ground up to solve the friction modern sales organizations face with fragmented lead channels and sluggish pipeline tracking. Designed with strict application-level multi-tenancy, each organization operates within an isolated workspace. Sales reps manage deals through a real-time drag-and-drop Kanban interface with optimistic state reconciliation, while managers maintain end-to-end visibility through omnichannel contact timelines, enterprise account tracking, and granular role-based permissions.

CORE SYSTEM ARCHITECTURE & DESIGN PATTERNS

Decoupled architecture pairing a responsive React 19 SPA client with a high-concurrency Node.js/Express REST API, backed by PostgreSQL for ACID relational integrity and Redis for sub-millisecond RBAC permission checks and session caching.

Application-level multi-tenancy ensuring strict organizational data isolation across 16 Prisma models.
47 RESTful endpoints secured with JWT authentication and Redis-cached role-based access control.
Interactive drag-and-drop Deals Kanban board featuring instant optimistic UI updates and state reconciliation.
Zero-trust authentication flow powered by automated 6-digit email OTP verification via Resend API.
Omnichannel contact directory with 360° lead timelines and multichannel communication badges.
GRANULAR USER ROLE DOMAINS & RBAC PERMISSIONS (3 ROLES)
Owner & Workspace AdminFULL GOVERNANCE

Full administrative control over tenant settings, billing, team member invitations, and global pipeline stages.

›Invite team members and govern seat access
›Configure workspace security policies & role assignments
›Manage organizational quotas, integrations, and audit logs
Sales ManagerPIPELINE OVERSIGHT

Supervises sales pipelines, monitors team conversion metrics, reassigns leads, and reviews stage transitions.

›Track revenue forecasts & team conversion quotas
›Manage deals across all pipeline stages and stages velocity
›Oversee account assignments and performance KPIs
Sales AgentLEAD EXECUTION

Engages leads, moves deals through the interactive Kanban board, logs omnichannel interactions, and schedules follow-ups.

›Manage assigned deals, contacts, and enterprise accounts
›Log call, email, and meeting activity timelines in real time
›Convert qualified leads directly into active revenue opportunities
KEY ENGINEERING CHALLENGES & ARCHITECTURAL SOLUTIONS
Strict Multi-Tenant Isolation with Prisma
THE ENGINEERING PROBLEM

Preventing cross-tenant data leaks across 16 interconnected relational models without incurring the infrastructure complexity of isolated database instances per tenant.

ENGINEERED RESOLUTION

Implemented organization-scoped Prisma client extensions and middleware that enforce mandatory tenantId filtering on every query, mutation, and relation traversal, fortified by compound database indexes.

Optimistic Deals Kanban Performance
THE ENGINEERING PROBLEM

Frequent drag-and-drop column transitions causing perceptible lag and visual flicker when waiting for backend network roundtrips.

ENGINEERED RESOLUTION

Built an optimistic Redux pipeline engine that updates stage positions immediately in the client UI, rolling back seamlessly with an alert only if the server returns a validation conflict.

Low-Latency Granular RBAC Evaluation
THE ENGINEERING PROBLEM

Evaluating complex role hierarchies across 47 API endpoints introducing unnecessary database query latency on every request.

ENGINEERED RESOLUTION

Engineered an in-memory Redis permission caching layer with TTL expiration and event-driven invalidation on role changes, reducing auth middleware overhead to under 2ms.

PLATFORM SCALE & PRODUCTION METRICS
REST API Endpoints47 Endpoints
Prisma Models16 Data Models
RBAC Roles5 Granular Roles
Auth ProtocolResend 6-Digit OTP
Client FrameworkReact 19 + Redux