CRM

An enterprise-grade **Next.js 15 CRM platform** that unifies sales, marketing, support, and automation into one intelligent workspace โ€” built for data-driven business growth.

Tech Stack :
CRM
An enterprise-grade Next.js 15 CRM platform that unifies sales, marketing, support, and automation into one intelligent workspace โ€” built for data-driven business growth.

๐Ÿง  Introduction

PersianCRM Next is a complete Customer Relationship Management (CRM) platform developed with Next.js 15, React 19, and TailwindCSS 4, designed to centralize every customer interaction, automate workflows, and empower teams with analytics, communication tools, and AI-ready insights.
It brings together sales automation, marketing campaigns, support ticketing, inventory control, and role-based user management โ€” all within a sleek, responsive, and modular interface.

โš™๏ธ Core Modules

๐Ÿ’ผ Sales Management

  • Full Lead โ†’ Opportunity โ†’ Deal pipeline
  • Contact and account linking with complete activity history
  • Customizable sales stages with Kanban and drag-and-drop interface
  • Automatic quote, invoice, and payment generation
  • Territory, tax, and discount rules built-in

๐Ÿ“ข Marketing Automation

  • Campaign creation and multi-channel automation (email, SMS, in-app)
  • Segmentation, lead scoring, and conversion tracking
  • Real-time campaign analytics and ROI dashboards
  • Smart form builder for capturing and routing leads

๐Ÿ’ฌ Support & Helpdesk

  • Centralized ticket management with priorities and SLAs
  • Knowledge base and FAQ integration
  • Multi-channel support: web, email, and chat
  • Escalation rules, canned responses, and assignment automation

๐Ÿ‘ฅ Contact & Account Management

  • Unified customer profiles with 360ยฐ view
  • Hierarchical organization accounts with sub-contacts
  • Activity timelines with calls, meetings, tasks, and notes
  • Role-based visibility and access control

๐Ÿงพ Inventory & Product Management

  • Product catalog with pricing, taxes, and stock levels
  • Purchase orders, sales orders, and invoices
  • Supplier and vendor tracking
  • Warehouse and shipment tracking

๐Ÿ”„ Workflow Automation

  • Visual drag-and-drop workflow designer
  • Triggers for field updates, notifications, and approvals
  • Scheduled jobs, escalation rules, and condition logic
  • Multi-step process approvals with status automation

๐Ÿงฐ Reports & Dashboards

  • Interactive charts (powered by ApexCharts & Recharts)
  • Custom dashboards with drag-and-drop layout editor
  • Data grouping, pivot tables, and export to PDF/Excel
  • Real-time metrics for KPIs, performance, and pipeline health

๐Ÿง‘โ€๐Ÿ’ผ Role & Permission Control

  • Modular user access with profiles and roles
  • Field-level and action-level permission settings
  • Group and team hierarchy structure
  • Audit trail and activity logging

๐Ÿ“ฆ Module Customization

  • Fully dynamic module builder for new entities
  • Custom fields, blocks, and relationships
  • Conditional logic and layout editor
  • Import/export tools for records and module definitions

๐Ÿงฉ Additional Capabilities

CategoryFeatures
๐Ÿ“ฑ Mobile IntegrationProgressive Web App (PWA) ready, offline access, mobile dashboards
๐Ÿ”” NotificationsReal-time system alerts, toasts, and email notifications
๐Ÿ“ก IntegrationsREST + WebSocket API, webhook triggers, and external system sync
๐Ÿ“… Calendar & TasksShared team calendar with meeting sync and reminders
๐Ÿ’พ DocumentsFile management with drag-and-drop uploads and preview
๐Ÿงฎ Finance ToolsTaxes, currencies, and automatic total calculations
๐Ÿง  AI-ReadySmart lead scoring, recommendations, and data pattern insights

๐Ÿงฐ Tech Stack

  • โš›๏ธ Next.js 15 + React 19
  • ๐ŸŽจ TailwindCSS 4 + Radix UI Components
  • ๐Ÿงฉ Zustand + SWR for state and data fetching
  • ๐Ÿชถ Recharts + ApexCharts for analytics
  • ๐Ÿงฑ React Hook Form + Zod for robust validation
  • ๐Ÿง  Jodit & Tiptap rich-text editors for notes and descriptions
  • ๐Ÿ’ฌ Socket.io for real-time updates and notifications
  • ๐Ÿ“ฆ React Grid Layout + DnD Kit for customizable dashboards
  • ๐Ÿ”” Serwist (PWA) + NextJS Toploader + Sonner for smooth UX

๐Ÿงญ Why It Stands Out

  • Complete modular CRM core built for enterprises and agencies
  • 100% customizable modules, fields, and workflows
  • Advanced reporting and real-time dashboards
  • Integrated sales, support, and marketing
  • Built for speed, scalability, and API extensibility

๐ŸŒ Summary

PersianCRM Next transforms how organizations manage customers, sales, and support โ€” combining power, flexibility, and automation into a single cohesive system.
Itโ€™s not just CRM โ€” itโ€™s an operating system for modern businesses, built on the latest web technologies for performance, scalability, and usability.