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One CRM product, with separate workspaces for each firm. — Spinalogy CRM

03 — SaaS · Multi-tenant

One CRM product, with separate workspaces for each firm.

Spinalogy CRM

Project
Spinalogy
Discipline
SaaS · Multi-tenant
Delivered
2024

A CRM designed for multiple firms, combining separate databases and role-based access with scheduling, reminders, reporting and internal chat.

Challenge

Each firm needed its own data environment and access controls while using the same underlying product. Everyday coordination also needed to fit within the CRM.

Work completed

Firm-specific databases and role-based permissions form the account structure. Calendar functions, reminders, reporting and real-time chat bring common coordination tasks into the product.

Technology

  • React
  • Node.js
  • MongoDB
  • Socket.IO
  • AWS

What was delivered

  • Separate firm databases and account environments
  • Role-based permissions
  • Scheduling, reminders, reporting and internal chat

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