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ProjectsAdVision CRM - Dealer & Sales Management Platform
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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

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

  • Refresh token workflow for seamless and persistent session management

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

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

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

  • Campaign creation, scheduling, and performance tracking with detailed metrics

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

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

  • Dealer and salesforce data integration for accurate and consistent reporting

  • Global filtering system with standardized date selection across modules

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

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

  • Optimized file upload flow with preview support for profile images

  • User personalization features including adjustable font size and UI preferences

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

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

  • State management using Redux Toolkit for scalable and efficient data handling

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

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

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

  • Integration with Google Analytics for user behavior tracking

  • Facebook Ads data integration for campaign performance and attribution tracking