Case study · Koa API & React

A sales CRM for a relocation management system

The sales CRM of Innoways’ relocation management system, which I worked on from 2023 to 2024: companies, opportunities, contracts and sales activities, on a Koa and MySQL API with a React front end.

  • Node.js
  • Koa
  • MySQL
  • Redis
  • React
  • MUI
  • Docker
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From lead to contract.

Between June 2023 and June 2024 I worked on both the Koa and Sequelize API and the React app, mainly on opportunities (services required, exchange rates, tasks and creating contracts from them), contracts (create, copy, services and search), sales activities, the company and contact APIs, search filters and the JSON-driven dynamic forms. The CRM shares its data with the wider relocation system.

Sales pipeline diagram: company, opportunity, contract and sales activities
CRM overview: the React app and the relocation system, the API modules, and the MySQL, Redis and document services

Key features

Opportunities, contracts, activities.

Koa, Sequelize, MySQL and Redis; React with Redux and MUI; Excel exports; Docker and Nginx. The images are diagrams, not screenshots.

Opportunities

Services required, cost and quotation, exchange rates, tasks and status filters, with a contract created straight from the opportunity.

Opportunity features: services required, cost and quotation, exchange rates, status filters, search, tasks, create contract and corporate sales

Contracts & companies

Contracts can be created, copied and searched, with their services; companies go through approval and keep their addresses, contacts, groups and notes.

Contract and company features: create, copy, services, search, company approval, addresses and contacts, groups and notes

Activities & system

Sales activities and enquiries, reports, dynamic forms, document templates, access rights and data sync settings.

Sales activities and system features: activities, search, enquiries, reports, dynamic forms, document templates, access rights and data sync

More work

Explore more projects.

Other web apps and APIs I’ve built.

DynamicLink (DDEP) – Integration Platform

Node.js and MongoDB platform that connects relocation companies’ systems: inbound and outbound connections, mapping with formulas, queues and alerts.


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DynamicLink banner: the DynamicLink logo with inbound, mapping, outbound and alerts

Membership Platform for HKIE

Multi-tenant membership system for Hong Kong professional bodies: Koa and MongoDB API, React member portal and back office.


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Membership platform banner: member portal, staff back office and multi-tenant API

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