I designed and built a fully custom CRM system for Soleilex, a solar energy company, using React, Node.js, PostgreSQL, and Express. The CRM manages the entire customer lifecycle — from lead capture to contract generation — with powerful features like internal notes, PDF exports, quote tracking, and administrative document storage.

Unlike SaaS solutions, this CRM is fully owned and optimized for Soleilex’s specific workflows, including syncing with French government portals and supporting solar-specific data fields (kWp, system value, mairie dates, etc.).

Frontend development with React

Backend API with Node.js and Express

PostgreSQL database modeling

Document generation and upload system

Admin user interface

Authentication and access control

Custom solar business logic

REST API and integration points

A full-featured CRM frontend using React, allowing team members to manage leads, clients, quotes, and statuses with secure login and user roles.

A clean and scalable relational schema tailored to solar installation projects, including custom fields like projected consumption, mairie approvals, system value, and installation type.

Built-in tools to generate professional quotes, invoices, and contracts as downloadable PDFs, using company branding and dynamic data insertion.

Per-client notes, modification logs, and project progress tracking (quote signed, mairie submitted, CONSUEL approved, etc.)—all visible in one timeline.

Custom API layer that connects CRM workflows with external tools and endpoints like ENEDIS or EDF OA, automating reporting and compliance.

Eliminated reliance on third-party CRM tools

Reduced admin overhead with internal automation

Improved operational visibility across technical and sales teams

Enabled document-driven workflows with consistent branding

Future-ready architecture for mobile or dashboard extensions