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Phenom Real-time CRM

CRMBrowser extension🇺🇸 USA

The client aimed to enhance sales productivity and customer management efficiency by integrating CRM functionalities directly within a web browsing environment. Their goal was to streamline daily operations for sales teams, reducing friction in CRM data entry and enhancing workflow automation.

Challenges

The project ensured seamless browser integration while meeting Chrome Web Store guidelines. WebSockets enabled real-time CRM sync, optimized resource use ensured smooth performance, and robust encryption secured user data. Multilingual support and Manifest v3 migration enhanced security and accessibility.

Solution

We developed a powerful, secure, and user-friendly Chrome extension that integrates seamlessly with CRM platforms, providing real-time updates and streamlined workflow management. Leveraging modern frontend technologies and secure backend services, the extension enhances productivity by allowing effortless management of contacts, interactions, and deals directly within the browser.

Technology Stack
for this project
ReactTypeScriptPlasmo ZustandNest.jsTailwind CSSPostgreSQLAWSSentryWebSockets

Solution overview

The CRM Integration Chrome Extension simplifies customer relationship management directly from the browser. It allows users to seamlessly add contacts, track interactions, log communications, and manage deals, providing real-time updates and actionable insights integrated effortlessly within Chrome.

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Business Challenges

The solution needed real-time CRM integration for seamless synchronization, simplifying contact management while ensuring robust data protection. An intuitive user interface was essential for sales and marketing professionals, with multilingual and cross-browser support for a global user base.

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Key Features Delivered

Delivered a Plasmo-based browser extension with a responsive React UI, Tailwind CSS, and Zustand for efficient state management. Integrated WebSockets for real-time CRM updates and built a secure Nest.js and PostgreSQL backend with encrypted data handling. Features include Manifest v3 compliance, multilingual support, offline functionality, customizable workflows, cross-browser compatibility, and Sentry for error tracking.

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Implementation Benefits

Efficient real-time backend integration and a robust cloud infrastructure ensure scalable, reliable CRM data management. An intuitive UI, real-time interaction handling, and customizable workflows enhance user experience. Security and reliability are reinforced with strong encryption, continuous monitoring, and s

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