Custom Laravel CRM & Client Portal for Finance

The Core Problem: A tax and compliance consultancy was managing leads, client records, and finances across scattered spreadsheets, WhatsApp, and paper approvals. This caused severe bottlenecks, data loss, and zero financial visibility for the founders.

The Technical Solution: I developed a custom CRM and client portal using Laravel 11.

• Operations Pipeline: Built a lead pipeline that seamlessly converts to client records and integrates with task management.

• Access Control: Created a financial dashboard with strict gate-based role visibility (finance is visible only to permitted roles) and an approval trail.

• Modern Integrations: Integrated Firebase for real-time chat and push notifications, alongside custom LLM APIs for AI chatbots.

Measurable Business Impact: Centralized operations for the entire agency, holding full client and finance history in one secure portal. It completely eliminated paperwork, reduced approval turnaround times, and automated lead tracking.

Tech Stack: Laravel 11, PHP, MySQL, Firebase, JavaScript, LLM APIs.