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01 — Case Study

Cortex CRM

An AI-assisted CRM that drafts follow-ups before you ask.

Cortex CRM cover artwork
Year
2026
Role
Full Stack Developer & Product Design
Status
Shipped
Cortex CRM — cover08 technologies

01

The Problem

Small sales teams drown in manual data entry. Deals slip because follow-ups depend on memory, and existing CRMs treat AI as a bolt-on chatbot instead of a workflow layer.

02

The Solution

A MERN-based CRM where every contact interaction is embedded and indexed. An LLM pipeline summarizes call notes, scores deal health, and drafts context-aware follow-up emails — all reviewable in a single keyboard-driven inbox.

03

The Result

Pilot teams cut admin time by ~40% and doubled follow-up consistency. Sub-100ms interaction latency across the app with optimistic updates and a fully typed API.

Engineering highlights

  • RAG pipeline over deal history with pgvector-style embeddings on MongoDB Atlas Vector Search
  • Realtime deal board with Socket.IO and optimistic drag-and-drop
  • Role-based access control and full audit trail
  • CI/CD with preview deployments on every pull request

Stack

  • Next.js
  • TypeScript
  • Node.js
  • Express
  • MongoDB Atlas
  • OpenAI API
  • Socket.IO
  • Tailwind CSS

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