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Multi-Tenant SaaS CRM System

Why Choose This Project?

Most modern businesses need customer relationship management (CRM) tools, but not every business can afford or maintain its own system. A Multi-Tenant SaaS CRM provides CRM as a service, where multiple businesses (tenants) share the same platform—but with data and access strictly isolated.

This project teaches you real-world enterprise-level software architecture, security, and dynamic tenant provisioning—all essential in modern cloud systems.

What You Get

Fully Functional CRM Dashboard for Each Tenant
Admin Panel to Manage Tenants and CRM Settings
Customer Management: Add/Edit/Delete/Search Customers
Notes, Tasks, Reminders per Customer
Lead Tracking and Sales Funnel Visualization
Secure Multi-Tenant Login and Session Management
RESTful APIs to Manage Data
Mobile-Friendly, Responsive UI
Scalable Architecture (horizontal scaling supported)

Features That Make It Market-Ready

Feature	Description
Tenant Isolation	Separate databases or schema for each tenant to prevent data leakage
Role-Based Access Control	Different roles like Admin, Sales, Manager, etc. with varying permissions
Customer Management	CRUD operations for customers, companies, tags, contact info
Sales Pipeline	Visual dashboard of lead stages (New, Qualified, Converted, Lost, etc.)
Tasks & Reminders	Set follow-up tasks, call reminders, meeting logs per customer
Analytics Dashboard	Metrics like total leads, conversion rate, team performance
Authentication	Login, session tracking, token-based auth with tenant context
SaaS Admin Panel	Add/Remove Tenants, Monitor Usage, Reset Passwords, Billing (optional)
Responsive UI	Bootstrap 5 interface that works on desktop and mobile

Built With Latest Technology Stack

Layer	Technologies Used
Frontend	HTML5, CSS3, Bootstrap 5, JavaScript, jQuery, or React (optional)
Backend	Java (Spring Boot) OR Node.js (Express)
Database	MySQL / PostgreSQL (with schema per tenant or shared tables + tenant ID)
Authentication	JWT Tokens / Session Authentication with Bcrypt Hashing
Tenant Routing	Subdomain (company1.crm.com), query-based (e.g., ?tenant=abc), or header
APIs	RESTful APIs for customer, lead, task, user, etc.
Email Services	SMTP / Mailgun for customer emails, onboarding, password resets

Core Modules

Module	Description
User Management	Registration, login, password reset, roles
Tenant Manager	Add/remove tenants, initialize schema, setup default data
Customer Module	View, add, edit, and delete customer records with filters
Lead Tracker	Manage sales pipeline and lead status changes
Task & Reminder	Assign tasks to users, follow-up reminders
Analytics Module	CRM insights and performance metrics
Admin Dashboard	SaaS-level management of all tenants and usage

Security Features

Feature	Description
Multi-Tenant Isolation	Either separate DB or schema per tenant OR strict tenant filtering
RBAC System	Only authorized users can access tenant data and perform operations
Data Access Scoping	All API routes check tenant ID or schema context before querying
Rate Limiting	Throttle excessive API calls per tenant
Token Expiry & Blacklisting	Secure user sessions, logout, and token invalidation
Input Validation	Prevent XSS, SQL Injection, and CSRF attacks

Deployment Plan

Component	Recommended Option
Frontend	Host on Netlify, Vercel, or S3
Backend API	Deployed on AWS EC2 / Render / Railway
Database	RDS (MySQL/PostgreSQL) with schema per tenant OR single DB with filters
Domain	CRM platform hosted on custom domain (e.g., crmplatform.com)
Multi-Tenancy Routing	Implement via subdomain routing or header-based tenant detection