Full-stack product · B2B CRM & operations platform
Taylance CRM — Clients, Leads & Projects Dashboard
Taylance CRM is a full-featured B2B customer relationship and operations platform I architected and built end to end to manage clients, sales pipelines, leads, and project delivery from a unified dashboard. Built with React, Express.js, Node.js, and Material UI with role-based access control and real-time pipeline analytics.
The Engineering Problem It Solves
Service agencies and B2B product teams frequently split their operations across disconnected spreadsheets, chat threads, and generic task boards. Sales reps track inbound leads in one tool while project managers track delivery milestones in another, creating blind spots around deal status, client communication, and team capacity.
I architected and built Taylance CRM as a centralized operational system where lead capture, pipeline qualification, client records, and active project execution live in a single, fast web application.
Core Capabilities I Built
- Unified B2B workspace connecting lead capture, deal qualification, client onboarding, and active project milestones
- Role-based access control (RBAC) separating executive revenue views, account managers, and delivery engineers
- Interactive pipeline tracking with stage conversion metrics, follow-up reminders, and activity audit logs
- Client account portal views summarizing contract scope, deliverables, invoices, and communication history
- RESTful Express.js backend engineered for predictable query performance, validation, and secure JWT session handling
- Responsive Material UI component system optimized for high-density data tables, quick filtering, and keyboard workflows
Architecture & Technical Decisions
Pipeline-to-Delivery Continuity
Most teams lose context when a closed sales lead is handed off to engineering. I designed the data model so a qualified lead converts directly into a client workspace and project board without duplicate data entry.
Role-Scoped API Security
Every Express.js endpoint enforces role and ownership permissions at the middleware and query layer so sales reps, project leads, and administrators only access authorized records.
High-Density Operational UI
Built with React and customized Material UI data views so account managers can filter hundreds of leads, update deal stages, and log client calls in seconds.
Stack
- Full-stack product
- React
- Node.js
- Express.js
- Material UI
- CRM & pipelines
- Role-based auth
Looking to build a custom CRM, admin portal, or SaaS dashboard?
I design and ship custom internal tools, multi-tenant B2B dashboards, and role-based workflows tailored to how your team actually operates.