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.
Business Problem
Teams building internal CRM tools were spending weeks on boilerplate — auth setup, dashboard layouts, API connections. They needed a visual builder that could scaffold a working CRM in hours, not weeks.
Key Decisions
- Used dnd-kit for drag-and-drop interactions over alternatives like react-beautiful-dnd due to better accessibility and touch support.
- Designed a 4-step guided onboarding that progressively reveals complexity rather than overwhelming users upfront.
- Built a provider abstraction layer supporting JWT, OAuth, custom providers, webhooks, and REST endpoints.
Architecture
- Implemented dnd-kit powered page builder interactions with real-time preview.
- 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.
Measurable Impact
- 4-step guided setup reducing CRM scaffold time from weeks to hours
- Support for 5 auth provider types (JWT, OAuth, custom, webhooks, REST)
- Drag-and-drop page builder with live preview