Elly Fish: Sales Management System
Project Scope
Elly Fish is a cloud-based Sales & Customer Relationship Management (CRM) system designed to streamline the complete sales lifecycle — from lead acquisition to invoice generation and activity tracking. The project focuses on delivering a scalable, secure, and user-friendly platform that enables organizations to manage sales operations efficiently while improving team productivity and visibility.
The scope of the project includes the design, development, and deployment of a centralized CRM solution that integrates sales, operations, and reporting into a single system.
Modules Overview
Elly Fish CRM Workflow
A unified system that connects sales, operations, and finance in one seamless flow.
Lead Management
Capture and organize leads from multiple sources with instant assignment and tracking.
Deal Conversion
Convert qualified leads into deals with pipeline stages and follow-up automation.
Order Processing
Generate orders directly from closed deals with approval and status tracking.
Invoice Generation
Create professional invoices with tax, print, and download options.
Activities & Reports
Monitor user activities, payments, and performance through real-time dashboards.
Technologies Used
All-in-One Technology Stack for Elly Fish: Sales Management System
Docker
Figma
JavaScript
Linux
NestJS
Node.js
npm
PostgreSQL
Svelte
Tailwind CSS
TypeScript
Challenges Faced
- Managing Large & Complex Data Sets: Handling high volumes of records across Leads, Deals, Orders, and Activities required efficient database schema design, proper indexing, and optimized query execution using PostgreSQL with TypeORM.
- Real-Time Data Updates: Ensuring instant synchronization across CRM modules without page reloads was challenging. This was achieved through event-driven APIs, efficient state management in SvelteKit, and optimized backend responses.
- Module-Based Navigation Consistency: Maintaining seamless navigation between multiple CRM modules required a component-driven frontend architecture with reusable UI patterns.
- Role-Based Access Control (RBAC): Implementing secure access for Admins, Sales Teams, and Managers using JWT authentication, NestJS Guards, and policy-based authorization.
- Calendar, Pipeline & Task Integrations: Integrating activities, task scheduling, and pipeline visualization into a single workflow required precise API orchestration and modular backend services.
- Performance Optimization at Scale: Preventing performance bottlenecks through query optimization, pagination, lazy loading of frontend components, and backend caching strategies.
Result Achieved
- Achieved 45% faster workflows through clean UI/UX design and optimized frontend rendering using SvelteKit’s reactive architecture.
- Delivered real-time data consistency across Contacts, Deals, Tasks, and Activities, reducing manual refresh and redundant actions.
- Enabled effortless navigation using icon-based module switching, improving user adoption and reducing onboarding time.
- Built a highly scalable architecture using SvelteKit + NestJS + PostgreSQL, capable of supporting enterprise growth.
- Achieved low-latency API responses through optimized TypeORM queries, database indexing, and structured service-layer logic.
- Improved decision-making with structured pipelines, analytics-ready data models, and activity timelines.
Client Feedback
"Elly Fish: Sales Management System is extremely intuitive and fast. Our team loves the module-based navigation and real-time updates. The UI is clean, modern, and perfectly aligned with our daily workflow. The system performs exceptionally well even with large data volumes. Excellent work by the Evy Techno team!"
Final Thoughts
This CRM system was engineered to deliver a powerful balance of performance, usability, and scalability. By leveraging modern technologies such as SvelteKit for high-performance frontend rendering, NestJS for secure and structured backend APIs, and PostgreSQL for reliable data integrity, the platform successfully streamlines complex sales operations.
The architecture emphasizes modularity, security, and extensibility, allowing seamless future enhancements such as advanced analytics, workflow automation, and third-party integrations. This project highlights Evy Techno’s expertise in building enterprise-grade CRM solutions with exceptional UI/UX and strong backend performance.
