Case Study
CRM Builder
Visual Workflow Builder
Built a drag-and-drop CRM builder with guided setup and flexible auth/provider integration.
Next.js 16MongoDBZustanddnd-kitDocker
Role
Frontend and platform workflow engineer.
Problem Context
Needed to reduce setup complexity while supporting diverse authentication and API integration patterns.
Architecture Decisions
- Implemented dnd-kit powered page builder interactions.
- Designed a guided 4-step onboarding flow for app setup, auth, and dashboard structure.
- Enabled support for JWT, OAuth, custom providers, webhooks, and REST endpoint configuration.
Outcomes
- Lowered onboarding friction for teams building custom CRM workflows.
- Expanded compatibility for varied enterprise integration requirements.