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ProjectsAdVision CRM - Dealer & Sales Management Platform
AdVision CRM - Dealer & Sales Management Platform - Screenshot 1
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AdVision CRM - Dealer & Sales Management Platform

A comprehensive dealer and sales management platform with multi-factor authentication, campaign tracking, and real-time sales reporting.

Overview

AdVision CRM is a powerful platform designed for dealer and salesforce management. The system integrates user authentication with MFA and AWS Cognito, refresh token workflows, and role-based access. It supports campaign creation, tracking, and reporting, providing insights on sales, floor-ups, active campaigns, and monthly budgets. Built to optimize sales operations, track key metrics, and automate reporting, AdVision CRM helps teams manage campaigns efficiently while ensuring data security and compliance.

Roles & Responsibilities

Lead Frontend EngineerUI/UX DesignerSystem Architecture Planner

Tech Stack

ReactReact
TypeScriptTypeScript
Tailwind CSSTailwind CSS
Framer MotionFramer Motion
JavaScriptJavaScript
AWSAWS
JWT AuthenticationJWT Authentication
Redux ToolkitRedux Toolkit
React-RouterReact-Router
ASP.NET Core Web APIASP.NET Core Web API
PostgreSQLPostgreSQL

Core Features

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    Secure authentication with login/logout, MFA, and AWS Cognito integration

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    Refresh token workflow for seamless and persistent session management

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    Role-based and scope-based access control supporting Admin, Dealer, Executive, and Group Head roles

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    Dynamic route configuration allowing each role to access specific modules and views

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    Multi-role capability enabling a single user to switch contexts with different permissions

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    Campaign creation, scheduling, and performance tracking with detailed metrics

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    Real-time sales dashboards displaying Active Campaigns, Floor Ups, Total Budget, CPO, Units Sold, and Gross Revenue

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    Monthly, quarterly, and yearly reporting with advanced analytics and insights

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    Dealer and salesforce data integration for accurate and consistent reporting

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    Global filtering system with standardized date selection across modules

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    Client-side filtering for campaigns, dealer performance, and analytics data

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    Profile management with image upload using AWS S3 pre-signed URL

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    Optimized file upload flow with preview support for profile images

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    User personalization features including adjustable font size and UI preferences

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    Drag-and-drop enabled UI components for customizable dashboards and layouts

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    Configurable modules where content visibility and order can be adjusted based on role

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    State management using Redux Toolkit for scalable and efficient data handling

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    Responsive UI with smooth animations, interactive charts, and modern design patterns

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    Admin tools for managing users, campaigns, roles, permissions, and configurations

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    Notification system for campaign milestones, approvals, and critical sales updates

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    Integration with Google Analytics for user behavior tracking

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    Facebook Ads data integration for campaign performance and attribution tracking