CodePeCharcha CRM Platform
The Challenge
The client needed a full-blown Office Management + CRM system that goes way beyond just storing leads. The challenge was to build a multi-tenant SaaS platform where each company registers separately, manages its own employees with role-based permissions, tracks leads through a Kanban-style drag-and-drop pipeline, assigns tasks, logs attendance, manages meetings, sets reminders, and gets real-time notifications — all in one blazing-fast Single Page Application (SPA) built with Vite + React. Every module had to be permission-gated so employees only see what their role allows. The system also required a SuperAdmin layer above individual company admins for platform-level control.
What We Built
Every feature was crafted to solve a real problem and deliver measurable value to the business.
Every lead in one place
no more scattered WhatsApp messages, Excel sheets, or sticky notes; the entire sales pipeline is visible to your whole team in one dashboard
Visual Drag-and-Drop Pipeline
move leads from 'Pending' to 'Contacted' to 'Qualified' to 'Converted' by dragging them, so every salesperson always knows the exact status of every deal
Never lose a lead again
every lead has a full history of follow-ups, conclusions, and notes so even if an employee leaves, the relationship data stays
Assign leads to the right salesperson
managers can assign specific leads or accounts to specific team members and track their progress without micromanaging
Know where your leads come from
track lead sources so you know which campaign, platform, or referral is actually bringing in business
Full Contact Database
every client's name, email, phone, company, industry, and location stored and searchable, no more digging through email threads
Task Assignment for Your Team
managers give tasks to employees with deadlines, and employees submit completion reports directly in the system
Onboard New Employees Easily
employees register and get verified by the admin before getting access, no unauthorized logins possible
Staff only see what they need to
the CEO sees everything, the salesperson sees only their leads, the accountant sees reports; keeps data secure without complexity
Track Employee Attendance
know who checked in, who's working, and who's absent, all from the same CRM dashboard
Schedule & Track Meetings
plan team meetings, client calls, and follow-ups in a calendar so nothing falls through the cracks
Reminders That Actually Work
set alarms for important follow-ups so your team never forgets to call a lead back
Quick Notes on the Dashboard
sticky notes for personal reminders so your salespeople can stay organized without switching apps
Instant Notifications
the moment something is assigned, approved, or updated, the right person is notified immediately
The whole company can use it
one platform for sales, HR, operations, and management; no need for 5 different tools with 5 different subscriptions
Secure Login for Everyone
every user has a personal account with password protection; company data never gets exposed