Nexrena Platform — CRM, Forms, and AI Ops System
Next.js, Express, PostgreSQL platform with multi-site forms/chat, Gemini sales assistant, OpenAI copilot, and client portal.
Lead engineer — sole builder and operator of the platform
1
Unified ops system
5+
SaaS tools replaced
CRM
PM · invoicing · APIs
Live
Daily production use
Nexrena is my client studio for B2B web design and SEO. Running it on scattered SaaS subscriptions — CRM here, invoicing there, project tracking in a third tool — created friction on every client handoff. I built a single platform to own the full delivery loop.
The problem
Agency operations were spread across:
- CRM and lead tracking in one product.
- Project management and task status in another.
- Invoicing, subscriptions, and payment follow-up in a third.
- Client communication and file handoffs in ad hoc channels.
Every new client meant context switching across tools, manual reconciliation, and no single source of truth for delivery status.
My role
I am the sole engineer — I designed, built, and operate the platform in daily production use.
What I built
Next.js client portal and admin UI
- Client-facing views for project status, deliverables, and service upgrades.
- Internal admin for leads, engagements, and delivery tracking.
- Authentication and role separation between client and operator workflows.
Express API layer
- REST endpoints for CRM records, project milestones, invoicing events, and subscription state.
- Validation and error handling aligned to production client data — not demo fixtures.
- Heroku-deployed backend with Postgres persistence.
PostgreSQL data model (Prisma)
- Unified schema for contacts, projects, invoices, subscriptions, and service catalog items.
- Relational integrity across entities that previously lived in separate SaaS silos.
- Migration workflow for schema changes without downtime on live client data.
Integrated client workflows
- Service upgrade paths (pages, SEO, forms, automations) connected to the same project record.
- Multi-site public form API with site-key routing, sanitization, dedupe, and ops inbox notifications.
- AI chat intake for client sites with site-specific knowledge profiles and transcript analytics.
Practical AI layer
- Sales assistant — Gemini-backed chat with lexical retrieval, guardrails, lead scoring, and Postgres session analytics.
- Ops/client copilot — OpenAI tool-calling over live CRM/inbox data with scoped writes and confirmation flow.
- Portfolio recruiting assistant — grounded chat with retrieval evals (270+ questions) on this site.
Outcomes
| Result | Detail |
|---|---|
| Tool consolidation | CRM, PM, invoicing, and client portal in one system |
| Daily use | Platform runs live client delivery today |
| Cost | Eliminated multiple SaaS seats for core ops |
| Extensibility | New service types added as schema + UI modules, not new vendors |
This is the same engineering muscle applied internally that I bring to client migrations and commerce builds — own the data model, ship the API, and keep it running in production.
What this demonstrates
- Full-stack ownership from schema design through deployed UI.
- Building internal platforms that replace SaaS sprawl — relevant for product engineering and platform teams.
- Shipping and operating software you depend on daily, not portfolio-only demos.
Live system
www.nexrena.com ↗