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CRM / Sales Automation / SaaS

RTW Sales CRM

A modern CRM platform designed to turn leads into organized, measurable sales pipelines.

Role: Full-Stack Developer
Tech Stack: React 18, Vite, Express.js, MongoDB, TanStack Query
Security: JWT, Bcrypt, Helmet, Express Validator

Executive Overview

RTW Sales CRM is a business-focused customer relationship management platform designed to help sales teams manage leads, customer communications, pipelines, and performance analytics. It offers an intuitive UI with high-performance real-time query caching.

Core Features

Sales Pipeline Management

Visual lead status tracking, drag-and-drop stage updates, and follow-up reminders.

Excel Import & Export

Bulk lead ingestion from spreadsheets and export of performance data for reporting.

Automated Notifications

Instant email notifications for key sales triggers, assigned accounts, and missed follow-ups.

Role-Based Access Control

Granular user roles (Admin, Sales Manager, Agent) protecting sensitive customer contacts.

Security & Performance Architecture

  • Security Hardening: JWT authentication, Bcrypt password hashing, Helmet security headers, and strict Express Validator schemas
  • Frontend Performance: Powered by TanStack Query for automatic query caching, background revalidation, and optimistic UI updates

Technologies Used

React 18 Vite Express.js MongoDB TanStack Query Tailwind CSS JWT
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