Conceev Digital CRM Platform

Conceevo Digital

Multi-Product SaaS Platform for CRM, Healthcare, Social Media and Billing

Conceevo is a multi-tenant SaaS and digital-marketing platform that combines CRM, appointment management, social publishing, analytics, subscriptions, invoicing, service delivery, and marketing websites within a single application.

The platform serves multiple types of users, including businesses, healthcare organizations, employees, customers, administrators, and marketing teams.

I worked extensively across the frontend and backend, developing production features, integrations, dashboards, APIs, workflows, and reusable components across a codebase containing more than 200,000 lines of application code.

The Problem

Businesses often rely on separate tools for:

• Lead management
• Customer communication
• Appointment scheduling
• Social-media publishing
• Advertising analytics
• Team permissions
• Subscription billing
• Invoices
• Service delivery
• Website lead generation

This creates fragmented workflows, duplicated data, inconsistent reporting, and additional operational costs.

Conceevo was designed to bring these workflows together within one company-based platform.

The Solution

The platform was built as a large Next.js application with separate product areas for CRM, healthcare appointments, social media, billing, service delivery, administration, and marketing.

Each company has its own users, branding, data, integrations, subscriptions, roles, permissions, leads, appointments, social accounts, and dashboards.

CRM and Lead Management

The CRM allows businesses to manage leads throughout the complete customer lifecycle.

Key capabilities include:

• Lead creation and editing
• Custom lead fields
• Lead statuses and pipelines
• Tags and categories
• Lead scoring and priority
• Products and treatments
• Notes and attachments
• Activity timelines
• Lead-source tracking
• Soft deletion and restoration
• CSV export workflows
• Saved lead views
• Dynamic filtering and pagination
• Bulk WhatsApp and SMS communication

The lead interface uses data tables with faceted filters, column visibility, pagination, and configurable fields.

Telephony and Communication

The CRM integrates with multiple communication platforms.

SmartFlo

SmartFlo supports:

• Click-to-call
• Incoming-call notifications
• Live-call monitoring
• Call-history records
• Floating dialer interfaces
• Call notes
• Telephony webhooks

WATI

WATI is used for:

• WhatsApp message history
• Template selection
• Bulk WhatsApp campaigns
• Lead communication
• Incoming webhook processing

SmartPing

SmartPing is integrated for SMS communication and OTP delivery.

Healthcare and Appointment Management

The healthcare module provides a complete appointment-booking and clinic-management system.

It supports:

• Doctors
• Branches
• Services
• Specializations
• Working hours
• Consultation modes
• Availability and time slots
• Appointment booking
• Rescheduling
• Cancellation and no-show tracking
• Patient history
• Public booking portals
• Embeddable booking widgets
• Branch and doctor notifications

Businesses can configure public booking pages and embed appointment forms into external websites.

Dynamic Dashboards

Conceevo includes configurable dashboards for both CRM and appointment data.

Users can create dashboards containing:

• KPI cards
• Charts
• Tables
• Funnels
• Revenue metrics
• Lead-source analysis
• Appointment trends
• Branch performance
• Doctor performance
• Consultation-mode reports
• Conversion metrics

Dashboard layouts and widget configurations are stored dynamically, allowing users to arrange and personalize their reporting experience.

Social Publishing and Analytics

The social module connects multiple external platforms through their APIs.

Supported platforms include:

• Facebook
• Instagram
• LinkedIn
• Google Ads
• Google Analytics
• YouTube

Users can:

• Publish posts
• Upload media
• Schedule content
• Publish Instagram reels
• Publish LinkedIn organization posts
• Upload and manage YouTube videos
• Review account analytics
• Monitor campaign performance
• View engagement and reach
• Manage comments and direct messages

Unified Social Inbox

The platform includes a unified messaging interface for Facebook and Instagram.

Users can:

• View incoming conversations
• Reply to direct messages
• Review comments
• Manage conversation threads
• Trigger automated responses
• Use keyword-based DM automations

Social Automations

The system supports automated responses through configurable:

• Triggers
• Keywords
• Listeners
• Direct-message actions
• Comment-based workflows

These automations help businesses respond to social interactions and generate leads automatically.

Subscription and Billing System

Conceevo includes several billing models.

SaaS Subscriptions

Businesses can subscribe to monthly or yearly SaaS plans with per-seat pricing.

The platform supports:

• Pricing plans
• Seat management
• Monthly and annual billing
• Razorpay subscription plans
• Plan upgrades and downgrades
• Pause, resume, cancel and reactivate actions
• Payment verification
• Subscription status monitoring

Bundle Subscriptions

Customers can combine several platform products into a single subscription and manage them through one checkout process.

Service Catalog

The service catalog allows customers to purchase digital-marketing services.

It supports:

• Fixed-price services
• Tiered service variants
• Paid-marketing budgets
• Percentage-based service fees
• Scheduled upgrades and downgrades
• Service switching
• Cancellation workflows
• Razorpay checkout

Service Delivery

After purchasing a service, customers can complete structured briefs and track delivery.

The system includes:

• Service brief templates
• Dynamic brief fields
• Customer responses
• Progress updates
• Blocker updates
• Reports
• Communication updates
• Administrative review workflows

Invoices and Payments

Razorpay is integrated throughout the platform for orders, plans, subscriptions, and webhooks.

The billing system supports:

• Payment order creation
• Subscription verification
• HMAC webhook validation
• Invoice generation
• PDF invoice downloads
• Payment retries
• Upcoming-payment tracking
• Notification recipients
• Suspension after payment failure
• Subscription reactivation

Authentication and Authorization

The platform uses NextAuth with credentials and Google OAuth.

Authentication features include:

• Email and password login
• Google sign-in
• Email verification
• Password reset
• Two-factor authentication
• SMS OTP
• JWT-based sessions
• Company invitations

A role-based access-control system defines what each user can view or modify.

Permissions can be assigned through roles and are enforced across navigation, pages, server actions, and API routes.

Multi-Tenant Company Management

Each user can belong to multiple companies.

The platform supports:

• Company creation
• Company switching
• Team invitations
• Subaccounts
• Roles and permissions
• Company branding
• Company-specific integrations
• Company-specific billing
• Company-specific dashboards and data

The active company context is retained across the application and used to scope requests and database operations.

Super Admin Platform

The super-admin area provides platform-level management.

Administrators can manage:

• Companies
• Users
• Subscription plans
• SaaS pricing
• Service catalog
• Service delivery
• Brief templates
• Invoices
• Platform metrics
• Customer requirements

Marketing Website

The same application also powers the public Conceevo Digital website.

It includes:

• Agency landing pages
• Product pages
• Service pages
• Industry-specific lead-generation pages
• Pricing
• Portfolio and case studies
• Blogs
• Testimonials
• Legal pages
• WhatsApp widgets
• Chatbot integration
• Contact and lead-capture forms

Integrations

The platform integrates with:

• Razorpay
• AWS S3
• WATI
• SmartFlo
• SmartPing
• Resend
• Facebook Graph API
• Instagram Graph API
• LinkedIn API
• Google Ads API
• Google Analytics API
• YouTube API

Technical Architecture

The application is built with the Next.js App Router and contains hundreds of API routes, server actions, components, hooks, database models, and integrations.

MongoDB is accessed through Prisma and stores company, user, lead, appointment, subscription, social, billing, dashboard, and service-delivery data.

The frontend uses reusable component systems, React Query, Zustand, React Hook Form, Zod, Tailwind CSS, shadcn/ui, Radix UI, and selected legacy MUI components.

Technical Highlights

• Multi-tenant company architecture
• More than 135 database models
• More than 300 API route handlers
• Role-based permissions
• Dynamic dashboard builder
• Large-scale lead-management workflows
• Healthcare appointment engine
• Social publishing across multiple platforms
• Unified social inbox
• Telephony and WhatsApp integrations
• Razorpay subscription and invoice workflows
• AWS S3 file storage
• Public embeddable booking widgets
• Transactional email workflows
• PDF and CSV export systems
• Cron-based scheduled jobs
• Multi-language support
• Docker-based deployment

Tech Stack

Frontend: Next.js, React, TypeScript, Tailwind CSS, shadcn/ui, Radix UI, MUI, Zustand, TanStack Query

Backend: Next.js Route Handlers, Server Actions, Prisma, MongoDB

Authentication: NextAuth, JWT, Google OAuth, bcrypt, 2FA

Payments: Razorpay

Storage and Communication: AWS S3, Resend, WATI, SmartFlo, SmartPing

Social Platforms: Facebook, Instagram, LinkedIn, Google Ads, Google Analytics, YouTube

Testing and Infrastructure: Jest, Testing Library, Docker, Nginx

My Contributions

My work included:

• Developing frontend and backend features
• Building CRM and lead-management workflows
• Creating healthcare appointment interfaces and APIs
• Developing dashboards and analytics components
• Building reusable tables, forms and UI components
• Implementing API integrations
• Working on authentication and permissions
• Developing social publishing and analytics features
• Building subscription, payment and invoice workflows
• Integrating Razorpay
• Implementing AWS S3 uploads
• Developing server actions and API routes
• Fixing production issues
• Improving responsive design
• Maintaining and extending a large production codebase

Outcome

Conceevo demonstrates my ability to work on a large, production-scale SaaS application with complex business workflows and multiple external integrations.

The project goes beyond a standard CRM by combining lead management, healthcare scheduling, social-media operations, subscriptions, service delivery, analytics, permissions, communication tools, and public marketing experiences within one unified platform.