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AK (Amaanullah Khan) 👋

Doc Name: Muhammad Zain

Ever since I wrote my first line of code, I've been fascinated by how a few keystrokes can turn an idea into something people can actually use. That curiosity turned into a passion and eventually into a career as a professional developer. In production, I ship stable, secure and scalable products with clean code and SEO best practices, focused on Full-Stack Development (PHP, Laravel, MySQL), Mobile Apps (Flutter, Firebase) while continuously learning React.js, Node.js and Python.

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CRM Moneda – Sales & Leads Management System

CRM Moneda – Sales & Leads Management System

Client For:

In-House Business Solution – Sales & Leads Management

Services:

CRM DevelopmentMulti-Role Access ControlReal-Time Data TrackingInternal Communication SystemPHP DevelopmentMySQLLead Management AutomationWorkflow Optimization
N/A (Private Deployment)

Overview

CRM Moneda is a centralized sales and lead management platform developed to streamline the entire sales cycle — from initial lead acquisition to closing deals. Designed as an in-house business solution, the system was tailored for an organization managing large-scale lead operations.

The platform supports multiple user roles, each with distinct workflows and permissions, including:

  • Admin: Full oversight, lead uploads, assignment management, performance tracking
  • Scraper: Extracts missing contact details from raw leads
  • Agent: Contacts leads, updates statuses, and logs interactions
  • Closer: Finalizes deals and confirms sales
  • Manager / Connector: Oversees team performance and allocates resources

Key Features:

  • Bulk Lead Upload & Assignment: Admins can upload tens of thousands of leads at once, assign them to scrapers for processing, then to agents for follow-up.
  • Real-Time Lead Tracking: Live updates on lead progress, assignments, and conversions, all visible from the admin dashboard.
  • Automated Lead Recycling: Incorrect or invalid leads are automatically sent back to scrapers for correction.
  • Role-Based Dashboards: Each role sees only the tools and data relevant to them, reducing complexity and enhancing focus.
  • Internal Real-Time Chat: A built-in messaging system that replaces external communication tools, ensuring confidentiality and instant responses.

This solution significantly reduced operational delays, improved transparency, and provided the organization with an end-to-end control system for managing large lead volumes.

Challenges

This project presented several unique challenges that required innovative solutions and careful planning to overcome. Here's a detailed breakdown of the key challenges and how they were addressed.

Complex Multi-Role Architecture:

Challenge:

Designing a secure and efficient role-based system with different workflows, permissions, and data access for each user type.
Solution:

Implemented Role-Based Access Control (RBAC) in PHP, defining clear permission sets for each role and isolating data access per user group.

Real-Time Lead Tracking:

Challenge:

Providing instant updates for leads, assignments, and sales progress to ensure operational transparency.
Solution:

Built a real-time lead monitoring system using AJAX and server-side event updates, integrated into the admin dashboard for instant feedback.

Large-Scale Lead Data Management:

Challenge:

Handling uploads of 10,000–20,000 leads at once while ensuring the platform remained fast and responsive.
Solution:

Optimized MySQL queries, used batch insert techniques, and implemented server-side pagination for lead views.

Internal Communication Integration:

Challenge:

Eliminating the need for external messaging apps, which posed confidentiality risks and slowed down coordination.
Solution:

Developed a real-time chat module with user tagging, role-based visibility, and instant notifications.

Automated Lead Recycling & Reassignment:

Challenge:

Ensuring invalid or incorrect leads were quickly corrected and reprocessed without manual tracking.
Solution:

Added automated lead return logic — when agents marked a lead as invalid, it was automatically sent to the scraper queue for correction.

Results/Conclusion:

CRM Moneda transformed the organization’s sales and lead handling process into a fully connected, transparent, and efficient operation. With real-time tracking, multi-role dashboards, and built-in communication tools, the platform eliminated bottlenecks and enabled the sales team to focus on conversions rather than admin work.

The system became the core hub of the sales department, supporting:

  • Faster lead processing
  • Better team coordination
  • Increased data accuracy
  • Higher conversion rates

Its scalable architecture ensures it can grow alongside the business, making it one of the most impactful internal tools deployed by the organization.

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