Freelance2026
MeraFinanceWala CRM
A high-conversion lead funnel and 3-role CRM for a company-registration consultancy in India.
- role
- Full-stack · Freelance
- timeline
- 4 weeks
- year
- 2026
01 · Problem
What was broken
The client was losing leads through a generic contact form. Sales had no way to triage, follow up, or run campaigns. Every lead lived in a spreadsheet — duplicates everywhere, no consent log, no audit trail.
02 · Approach
How I built it
Built a scroll-triggered consultation modal that converts visibly better. Behind it: a 3-role RBAC CRM with lead pipeline, blog CMS in Markdown, an OpenAI chatbot that pre-qualifies questions, AES-256-GCM encrypted backups, and Upstash rate-limiting to stop scrapers.
03 · Stack
What it runs on
Next.js 16MongoDB + MongooseNextAuth.jsTailwind v4Upstash RedisOpenAI APINodemailerVercel
04 · Outcome
Results that shipped
3-role
RBAC: superadmin / admin / agent
AES-256
encrypted daily backups
GPT-4o
on-site chatbot, rate-limited
<200ms
p95 server response on Vercel
05 · For the engineers
Deep technical breakdown
Click any section below to expand the full engineering write-up.