COSMOS
Custom-built CRM with 44 database models, AI intelligence, and real-time analytics
The Story
Project Overview
After rebuilding the COS website and brand identity, it became clear that their internal operations needed the same level of attention. Their sales team was managing accounts across spreadsheets, email chains, and disconnected tools. They needed a centralized platform built around their specific workflows — something no off-the-shelf CRM could provide.
We designed and built COSMOS (COS Managed Operations System) from the ground up. Starting with account management and sales tracking, the platform grew to encompass 44 MongoDB models covering every aspect of their business: contacts, deals, pipeline management, analytics, document storage, team messaging, email campaigns, vendor onboarding, furniture project management, and AI-powered intelligence tools.
The analytics suite alone includes five specialized engines — sales overview, rep performance, CSR metrics, trend forecasting, and variance analysis. We integrated Anthropic's Claude AI for document analysis, email composition, and data formatting. The visual workflow builder lets COS automate complex multi-step processes without writing code.
COS was managing sales, accounts, projects, and vendor relationships across disconnected spreadsheets and generic tools. No existing CRM fit their unique workflow — they needed furniture project management with designer time tracking, vendor onboarding with W9/ACH collection, competitive pricing intelligence, and role-based access for 13 different user types.
We built a fully custom enterprise CRM with 44 database models, 19 integrated modules, 5 analytics engines, AI-powered document analysis via Claude, a visual ReactFlow workflow builder, team messaging, email blast system, Kanban boards, furniture project management with QR-based customer portals, competitive pricing scrapers, and granular role-based permissions — all on Next.js with MongoDB and deployed to Vercel.
Built With
Technology Stack
Architecture Overview
Frontend
Data Visualization
Backend & Database
AI & Intelligence
Integrations
What We Built
Key Features
44 Database Models
Comprehensive data architecture covering accounts, contacts, deals, tasks, projects, analytics, workflows, documents, messaging, notifications, pricing intelligence, vendor onboarding, and more.
5 Analytics Engines
Sales overview with KPI cards, rep performance tracking with leaderboards, CSR metrics with SLA monitoring, trend forecasting with actual vs. predicted data, and variance analysis by account and category.
AI-Powered Intelligence
Claude-powered document analysis for PDF summarization and action item extraction, AI email composition assistant, and Excel data formatting — integrated directly into the workflow.
Visual Workflow Automation
ReactFlow-based drag-and-drop workflow builder with trigger nodes (manual, scheduled), action nodes (email, LinkedIn, HTTP), and logic nodes (delay, condition) for automating complex multi-step processes.
Furniture Project Management
7-stage project workflow from initial contact through installation, with designer time tracking (pause/resume), file uploads, vendor onboarding, estimation tracking, and QR-code customer portals.
Team Collaboration Suite
Built-in messaging with channels and DMs, Kanban boards for task management, document storage with granular sharing permissions, system-wide notifications, and support ticket tracking.
Visual Showcase
Project Gallery
COSMOS
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COSMOS
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COSMOS
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COSMOS
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