Berkeley, California, United States
Founded and shipped a multi-tenant CRM SaaS built on PHP, JavaScript, and MySQL — serving 5 offices, 54 users, and 323 sub-agents, with 11,200+ leads and 13,779+ enrolled students managed in production.
• Implemented async API operations for all CRUD and status-change actions, reducing response times from ~2–4s to ~300–600ms via preloaded reference data and SQL indexing and query optimization.
• Designed an audit logging system capturing before/after field diffs, user identity, timestamp, and operation type — eliminating data loss risk from user errors and providing a complete change history for compliance and debugging.
• Built a three-tier RBAC system (admin / employee / sub-agent) with per-user, operation-level permissions, scoped data visibility, and financial data isolation — supporting both full CRM access and a read-only partner portal via unique secure links.
• Built a per-sub-agent lead capture system with unique landing pages, UTM parameter tracking (source, campaign, medium, term), customizable auto-reply emails, and automatic commission attribution on application financials.