Conceev Digital CRM Platform - Gallery 1

Conceev Digital CRM Platform - Gallery 1

A modern multi-tenant CRM platform designed to streamline leads management, manage appointment,manage all social media in one place.

Conceev Digital CRM Platform - Gallery 2

Conceev Digital CRM Platform - Gallery 2

A modern multi-tenant CRM platform designed to streamline leads management, manage appointment,manage all social media in one place.

Conceev Digital CRM Platform - Gallery 3

Conceev Digital CRM Platform - Gallery 3

A modern multi-tenant CRM platform designed to streamline leads management, manage appointment,manage all social media in one place.

Conceev digital: Building a Scalable, Monetizable CRM Ecosystem from the Ground Up

(A Pixels and Grids Case Study)

Executive Summary

A visionary B2B SaaS startup approached Pixels and Grids to escape the constraints of Zoho CRM and build a future-proof, monetizable CRM ecosystem. Their goals were threefold:

  1. Replace Zoho with a custom multi-tenant platform
  2. Embed social-led growth mechanics
  3. Launch a subscription-based SaaS product

Using Next.js, MongoDB, Prisma, and TailwindCSS, we engineered a scalable CRM with dynamic analytics, no-code tools, and social integrations. Within 90 days of launch, the platform achieved 50% higher user engagement, seamless Zoho migration, and generated recurring revenue through razorpay-powered subscriptions.

1. Introduction: The Client & Vision

  • Industry: B2B SaaS (CRM Solutions)
  • Target Market: SMBs across e-commerce, professional services, and tech, Primarily Healthcare

Strategic Goals:

  • Productize their CRM expertise into a monetizable platform
  • Enable white-label experiences for diverse industries
  • Leverage social integrations as a growth engine

Pre-Project State:

  • Limited by Zoho’s rigid architecture
  • No multi-tenancy capabilities
  • Zero ownership over feature roadmap
  • Manual social lead management

2. The Burning Platform: Why Zoho Wasn’t Enough

Critical Pain Points:

Challenge Zoho Limitation Business Impact
Scalability Monolithic architecture Couldn’t support concurrent SMB tenants
Customization Inflexible modules Forced "one-size-fits-all" client experiences
Monetization No native subscription engine Missed SaaS revenue opportunities
Social Integration Surface-level APIs Leads trapped in siloed platforms
Data Ownership Vendor lock-in Inability to innovate or pivot quickly

3. The Solution Architecture

Core Tech Stack:

  • Frontend: Next.js (App Router) + TailwindCSS
  • Backend: Node.js + Prisma ORM
  • Database: MongoDB
  • Infrastructure: AWS EC2,Nginx,AWS S3
  • Integrations: Razorpay, Meta API, LinkedIn API

Multi-Tenancy Approach:

// Prisma schema for tenant isolation
model Company {
  id                 String           @id @default(uuid()) @map("_id")
  name               String?
  logo               String?
  slug               String           @unique
  email              String?
  phone              String?
  address            String?
  city               String?
  zipCode            String?

  users     User[]
  accounts  Account[]
  // Custom branding fields
  primaryColor String @default("#2563eb")
  logoUrl      String?
}

4. Breakthrough Features

A. Social Lead Engine

  • Post in bulk to Facebook, Instagram, LinkedIn
  • Webhook pipelines for real-time lead capture via telephony API (smartflo)
  • Automated lead enrichment via social profiles

B. Analytics Hub

Real-time dashboards with 3-tier data hierarchy:

  1. Platform-Level: MRR, tenant growth
  2. Tenant-Level: Sales pipelines, team performance
  3. User-Level: Engagement heatmaps, automation usage

5. Implementation Journey

Timeline: 0 → MVP in 5 months

Phase 1: Escape Velocity (Weeks 1-8)

  • Deconstructed Zoho data model
  • Built core multi-tenant architecture
  • Migrated 12K+ leads with zero downtime

Phase 2: Growth Accelerators (Weeks 9-16)

  • Integrated social APIs with webhook pipelines
  • Developed no-code form/website builders
  • Implemented Stripe billing workflows

Phase 3: Launch & Iteration (Weeks 17-20)

  • Onboarded beta tenants (3 industries)
  • Optimized UI based on heatmap analytics
  • Deployed tenant-specific feature toggles

6. Results & Impact

Quantitative Wins:

Metric Pre-Launch Post-Launch (90 Days) Delta
User Engagement 34% (Zoho) 84% +50%
Lead Capture Time 48 hrs 2.7 hrs -94%
New Tenant Setup 2 weeks 20 mins -99%
Revenue Streams None 3-tier MRR model $0→$72K MRR

Strategic Outcomes:

  • Ownership Achieved: Full control over roadmap (launched 4 tenant-requested features in Month 1)
  • Commercialization Success: 92% beta-to-paid conversion rate
  • Scalability Validated: Handled 150% more concurrent users than Zoho at 1/3 infrastructure cost

7. Lessons Learned

  1. Multi-Tenancy First: Row-level security > separate databases for cost/scale
  2. Social ≠ Nice-to-Have: 68% of leads came via social integrations
  3. Monetization Drives Adoption: Usage-based billing increased tenant expansion by 40%
  4. No-Code = Stickiness: Tenants creating 12+ forms/websites monthly

"Building vertically (deep CRM) + horizontally (no-code tools) created defensible differentiation against giants like HubSpot."

— Pixels and Grids Founder

8. Conclusion: The Ecosystem Flywheel

This project transformed the client from Zoho consumers to SaaS innovators. By architecting an open, extensible platform with:

  • Growth engines (social lead pipelines)
  • Tenant empowerment

...they unlocked a self-reinforcing ecosystem where:

  1. Better tools → Higher tenant engagement
  2. More engagement → More usage-based revenue
  3. Increased revenue → Faster platform innovation

The result? A product-led growth machine serving 140+ SMBs today, with 30% MoM tenant growth – proving that with strategic technology partnership, category creation is possible.

Appendix

  • A. Tenant Dashboard Screenshot
  • B. Social Lead Architecture Diagram
  • C. MRR Growth Trajectory (0→$72K in 90 days)
  • D. No-Code Editor UI Walkthrough
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Pricing Models

Choose between our fixed pricing packages or flexible retainer model

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Perfect for small projects with clear requirements

$2,500one-time
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  • 2 rounds of revisions
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Ideal for medium-sized projects

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For complex projects with premium service

$10,000one-time
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