Full-Stack2025

hugcrm — CRM + Client Portal

Solo build

A complete CRM I designed and built from scratch, with a staff back office and a fully separate client portal (the two never share a session). It covers the full lifecycle — from lead capture and a sales pipeline through KYC onboarding, multi-currency fund investments, and an immutable transaction ledger from which net-invested is always derived rather than denormalised.

What it does

Contacts & leads with a pipeline (New → Contacted → Qualified → Proposal → Won/Lost) and a per-contact activity timeline.
KYC review queue with approve/reject, plus a self-service client portal for KYC submission and access-controlled document upload.
Multi-currency funds & investments with a transaction ledger (subscription/redemption/distribution/fee); dated NAV points render a performance chart and return-since-inception.
Partners / referrals: introducing-broker records with default commission rates; a commission auto-accrues when a referred client invests.
Notifications feed, immutable audit trail, CSV exports, and role-based access (Admin > Manager > Agent) with invite links and password resets.

Illustrative UI — generated cover (no public screenshot published)

Next project

Paw Studio — E-commerce

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