SaaS · AI
AI CRM & HRM Platform.
Business Management System
Year
2026
Duration
16 weeks
Category
SaaS · AI
Live
Case study
Overview
The brief
A unified CRM + HRM with attendance, payroll, lead tracking, workflow automation and AI-driven business analytics — all in one dashboard.
The problem
Growing SMBs were juggling 5–8 disconnected tools (CRM, HRM, payroll, attendance, analytics), losing time and data quality at every handoff.
Our role
- Unified data model
- CRM pipelines + automations
- HRM (attendance, payroll, leaves)
- AI business analytics
- Role-based access control
Outcomes
Results that moved the number.
5–8
Tools replaced
1 day
Setup time
Weekly
Reports auto-generated
Any org
Roles supported
How we built it
Process.
01
Unified schema
Contacts, employees, deals and time all share one graph — no CSV imports.
02
Automations
Rule-based + AI-suggested workflows for follow-ups, approvals and reminders.
03
AI insights
Weekly digest surfaces stalling deals, attendance drift and revenue trends.
04
Fine-grained RBAC
Every view is permission-scoped so managers see only what they should.
Highlights
What makes it stand out.
- Replaces 5–8 tools with one login
- Weekly AI insights on deals, attendance and revenue
- Rule + AI-suggested automations across CRM and HRM
- Fine-grained role-based access control
Stack
- Next.js
- Postgres
- AI Insights
- Role-based Auth
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