Create a Multi-Tenant CRM on the Cloud
Design a CRM system that serves multiple businesses from a single app instance with proper data isolation, access control, and cloud scalability.Multi-tenant architecture is ideal for SaaS platforms, allowing multiple clients to use the same application while keeping their data secure and isolated. It reduces infrastructure costs and simplifies scaling and maintenance.
The CRM system should allow different companies to register, add their employees as users, manage customer contacts, sales leads, tasks, and performance analytics with clean dashboards and real-time cloud sync.
Tenant Registration & Onboarding
Allow businesses to sign up and create their own space within the app with custom branding and admin roles.
Role-Based User Access
Admins, sales agents, and managers should have different privileges to access and modify data.
Customer and Lead Management
Enable adding, editing, and tracking of customers, deals, follow-ups, and conversion stages.
Real-Time Dashboards
Visualize KPIs like active leads, won deals, employee performance using dynamic charts and analytics.
The CRM runs as a single cloud-hosted application instance with a multi-tenant database schema. Each tenant's data is securely isolated using tenant IDs and role-based access controls. Firebase or AWS Amplify can be used for real-time data sync and auth.
- Frontend: Next.js or React.js with Tailwind for UI
- Authentication: Firebase Auth with tenant-level role logic
- Database: Firestore or PostgreSQL with tenant ID in each document/row
- Storage: Firebase Storage or AWS S3 for tenant media
- Deployment: Firebase Hosting, AWS Amplify, or Vercel
Frontend
Next.js with Tailwind CSS for multi-page, responsive CRM layout and user routing.
Authentication & Access
Firebase Authentication with custom claims for role and tenant segregation.
Database
Cloud Firestore (NoSQL) or PostgreSQL (SQL) with indexed tenant IDs for filtering.
Visualization & Analytics
Recharts, Chart.js, or ApexCharts to render dynamic performance and sales insights.
1. Design Tenant and Role Schema
Plan your DB structure to assign a tenant ID to each document and define role-based permissions.
2. Set Up Auth and Tenant Onboarding
Configure Firebase/Auth0 for user registration with metadata to define tenant and access level.
3. Build Contact and Lead Management UI
Create forms, tables, and detail views for customer and lead data, scoped per tenant.
4. Implement Access Control
Use Firebase Rules or middleware logic to ensure users can only access their tenant data.
5. Add Dashboards and Reporting
Integrate dynamic analytics panels for business performance and usage statistics.
Power CRM for Businesses from the Cloud
Launch a scalable SaaS CRM that supports multiple tenants, secure data partitioning, and powerful role-based workflows.
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