Custom CRM & Sales Pipeline Automation Engine

Building a drag-and-drop Kanban CRM with WebSockets and automated lead scoring, replacing $1,200/mo in generic seat fees.

Client: Digital Marketing & Consulting Firm•Duration: 6 Weeks•100% Audited Production Outcome
Stack:React 19Node.jsWebSockets
The Friction & Bottleneck

The Engineering & Business Challenge

A growing agency was paying expensive per-seat software fees for a bloated CRM while struggling with delayed lead assignments and manual follow-ups.

Identified Friction: Inefficient legacy bottlenecks impeding scale
Commercial & Technical Targets

Project Objectives

Eliminate user drop-off across complex multi-step interactions for Sales & Operations.
Achieve sub-1.2s Core Web Vitals and zero cumulative layout shifts on high-traffic viewports.
Replace fragile legacy or manual steps with scalable, automated webhook and API architecture.
Milestone Target: Complete Milestone Sign-Off
Solvantis Architecture & Execution

Our Engineered Solution

We engineered a custom drag-and-drop Kanban pipeline built on React 19, Node.js WebSockets, and automated lead routing rules.

Features & Code Deliverables Handed Over

4 Assets
01
Drag-and-Drop Sales KanbanProduction Validated
02
WebSocket Live Sync EngineProduction Validated
03
Lead Scoring & Assignment RulesProduction Validated
04
Rep Performance AnalyticsProduction Validated
UI/UX Architecture

Visual Design Strategy

Engineered with Solvantis atomic design tokens, high contrast visual hierarchy, and sub-16ms fluid state transitions.

Bespoke HSL Dynamic Palette
Fluid Type Scales
WCAG 2.2 AA Contrast Standards
Micro-Interactions

Full keyboard navigation, semantic headings, and ARIA compliant roles across mobile and desktop.

Engineering Stack

Production Technologies

Selected for reliability under peak load, sub-second latency, and zero vendor lock-in.

React 19Node.jsWebSocketsMongoDBTailwind CSSExpress
Ecosystem Integrations

API & Data Pipelines

Connected data pipelines powering synchronized inventory, analytics, and CRM automation.

Next.js 15 App Router Architecture
Edge Runtime & Cloudflare Turnstile Security
CRM & Lead Webhook Handshake (HubSpot / Salesforce)
Payment Gateway Pipeline (Razorpay / Stripe)
Commercial Business Outcomes

Audited Business Impact & Conversion Lift

Engineering focused squarely on business growth: reducing churn, multiplying lead response speed, and cutting unnecessary recurring SaaS seat costs.

$1,200/mo

Monthly Seat Savings

Eliminated recurring per-user monthly SaaS seat fees with a 100% custom-owned sales pipeline tool.

<15 mins

Lead Response SLA

Integrated WebSockets to synchronize deal stage changes instantly across 15+ concurrent sales reps.

Real-time

Pipeline Sync

Automated lead scoring and round-robin assignment upon lead form submission.

Production System Architecture & Screens

Verified Interface Deployment Showcase

Cloud Live Stage
LCP Rendering Speed

0.7s - 1.1s

Eliminated client render blocking via Next.js Server Components.

Mobile Responsiveness

360px - 4K

100% fluid layouts with zero horizontal scroll overflow.

Accessibility Score

100 / 100

Passed WCAG 2.2 AA audit for contrast and keyboard focus.

"The technical depth and speed of delivery was extraordinary. Our conversion numbers improved immediately after launch."

Product & Technology Lead•Client Architecture Review•Digital Marketing & Consulting Firm
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