Back to Projects
CRM / Communication
Completed
Featured
NovaAxis CRM
A production-grade, full-stack business operations platform combining powerful CRM with WhatsApp Cloud API messaging, AI-powered assistance via Gemini, and comprehensive client management.
Production Ready
4+
API Integrations
10+
Dashboard Modules
2
Messaging Channels
Overview
About This Project
NovaAxis CRM is a production-grade, full-stack business operations platform designed for service-based businesses in Nepal.
It combines a powerful CRM system with direct WhatsApp Cloud API integration, AI-powered assistance via Google Gemini, and comprehensive client management tools — all in a single dashboard.
The platform serves as a centralized operations hub with two core pillars: Customer Relationship Management (CRM) enabling client management, service tracking (visa forms, registrations, documentation, embassy appointments), payment logging (eSewa, Khalti, Fonepay), asset uploads, and a full timeline of client activity with dashboard analytics; and WhatsApp Business Messaging with full two-way WhatsApp Cloud API integration enabling live chat from the dashboard, media sharing (images, documents, audio, video, stickers), contact/location capture, and persistent message history — all powered by Meta's official Business API.
The platform also features a Gemini AI chat workspace for AI-assisted conversations, a rich text prompt editor via TipTap, database management interfaces, and user administration with role-based access control.
Built with Next.js 16 App Router and React 19, all data is persisted in Neon PostgreSQL with AWS S3 for media storage, and the platform is fully deployed on Vercel with Capacitor Android support for push notifications..
Roles
User Roles
| Role | Description |
|---|---|
| Admin | Full platform access with permission-based feature gating for all CRM, WhatsApp, AI, and user management modules |
| Staff | Limited access based on assigned permissions with role-appropriate views of client data and messaging |
Features
Feature Details
WhatsApp Cloud API Integration
| Feature | Details |
|---|---|
| Two-Way Messaging | Send and receive text messages directly from the dashboard to real WhatsApp users via Meta's official Cloud API |
| Media Messaging | Full support for images, documents/PDFs, audio messages, videos, and stickers — all sent and received within the dashboard |
| Webhook Management | Secure webhook receive with signature verification, status updates, and idempotent event persistence |
| Conversation History | Phone-scoped conversation grouping with full message history, persisted in Neon |
| S3 Media Storage | All media binaries mirrored to private S3 with phone-specific prefix isolation and presigned URL access |
| Contact & Location Capture | Contact information and location metadata parsed from inbound webhook payloads |
| Notification Sounds | Custom audio cues for incoming WhatsApp messages |
CRM & Client Management
| Feature | Details |
|---|---|
| Client Dashboard | Full client list with search, filter, and detailed profile views |
| Service Tracking | Manage service types: Visa Form Filling, Online Registration, Documentation Support, Embassy Appointment, General Form Service |
| Payment Tracking | Track payment status (Unpaid / Half Paid / Fully Paid) with amounts and gateway support (eSewa, Khalti, Fonepay) |
| Asset Management | Upload and manage client assets (images, documents) with S3 storage |
| Timeline & Activity | Full client activity timeline with info, success, and warning tone entries |
| Analytics Dashboard | Real-time metrics: total clients, pending/completed jobs, revenue tracking, completion rates, collection rates, monthly earnings, and service distribution charts |
| Metrics & Reporting | Payment breakdown by status, service distribution by revenue, and monthly earning trends |
Gemini AI Integration
| Feature | Details |
|---|---|
| AI Chat Workspace | Full conversational AI interface powered by Google Gemini |
| Persistent Conversations | Chat history stored in Neon with conversation management (list, create, update, delete) |
| Persona System | Configurable AI persona and CRM knowledge base integration |
| Image Understanding | Upload and analyze images within AI conversations |
| Shared Workspace Mode | Currently operates in shared workspace mode with per-user migration path ready |
Prompt Management
| Feature | Details |
|---|---|
| Rich Text Editor | TipTap-based rich text prompt editor with underline support |
| Prompt Templates | Create, edit, assign, and manage prompt templates |
| Assignment System | Assign prompts to specific WhatsApp conversations or clients |
Authentication & User Management
| Feature | Details |
|---|---|
| JWT Authentication | NextAuth.js with credentials provider and session management |
| Role-Based Access | Admin role with permission-based feature gating |
| User Management | Create, edit, and manage users with profile images (S3 upload), positions, and permissions |
| Session Control | Configurable session duration with 'Remember Me' option (8h default / 30d extended) |
| Activity Tracking | Track user login and session expiry |
Mobile & Cross-Platform
| Feature | Details |
|---|---|
| Capacitor Integration | Android support with push notifications and local notifications |
| Responsive Dashboard | Mobile-optimized bottom navigation and sidebar for desktop |
| Customization | Dashboard settings workspace for user preferences |
Stack
Technology Stack
| Category | Technology |
|---|---|
| Framework | Next.js 16 (App Router) |
| Runtime | Node.js |
| Language | TypeScript |
| UI Library | React 19 |
| Styling | Tailwind CSS + shadcn/ui |
| Database | PostgreSQL via Neon with pg driver |
| ORM / Query | Raw SQL with pg Pool (schema auto-bootstrap) |
| Authentication | NextAuth.js v4 with JWT strategy |
| Messaging API | Meta WhatsApp Cloud API (v23.0) |
| AI / LLM | Google Gemini API (configurable model, temperature, top_p) |
| File Storage | AWS S3 with presigned URL access |
| Image Processing | Sharp |
| Rich Text Editor | TipTap (StarterKit + Underline) |
| Charts & Visualization | Custom analytics with Recharts |
| Forms & Validation | React Hook Form + Zod |
| Animations | Framer Motion |
| Icons | Lucide React + React Icons |
| Push Notifications | Firebase Admin |
| Capacitor | Capacitor Android with local & push notifications |
| Deployment | Vercel |
Performance
Performance & Architecture
Next.js 16 App Router enables server components, streaming, and partial rendering for optimal load times
PostgreSQL via Neon with raw SQL queries optimized for complex CRM joins and analytics aggregations
AWS S3 with presigned URLs for secure and efficient media delivery without server-side proxying
TipTap editor with lazy-loaded extensions for rich text editing without bundle bloat
Lazy-loaded dashboard components and modal-based UI patterns for fast initial load
Edge-ready middleware for authentication guards and route protection
Vercel deployment with global CDN distribution and automatic CI/CD
Capacitor-powered native Android performance with push notification support
Setup
Getting Started
Prerequisites
- Node.js (v20+)
- npm or pnpm
- A Neon (PostgreSQL) database instance
- A Meta for Developers account with WhatsApp Cloud API access
- An AWS S3 bucket for media storage
- A Google Gemini API key (optional, for AI features)
- A Firebase project (optional, for push notifications)
Setup Steps
- 1Install dependencies: npm install
- 2Configure environment variables in .env.local
- 3Set up your database (auto-bootstraps schema on first run in development)
- 4Configure WhatsApp webhook callback URL to: https://<your-domain>/api/whatsapp/webhook
- 5Set the verify token to match WHATSAPP_VERIFY_TOKEN
- 6Start the development server: npm run dev
Challenges
- 1Integrating Meta's WhatsApp Cloud API with full two-way messaging, webhook signature verification, media handling (images, documents, audio, video, stickers), and idempotent event persistence
- 2Building a real-time WhatsApp chat UI embedded within the dashboard with phone-scoped conversation grouping, S3 media storage with presigned URLs, and persistent message history
- 3Implementing Google Gemini AI integration with configurable models, persona system, CRM knowledge base integration, image understanding, and persistent conversation management
- 4Designing a comprehensive CRM system with service tracking (5 service types), payment tracking with Nepali gateway support (eSewa, Khalti, Fonepay), asset management, and timeline activity logging
- 5Building secure JWT-based authentication with NextAuth.js, configurable session duration (8h / 30d), role-based access control, and user management with S3 profile image uploads
- 6Managing AWS S3 media storage with phone-specific prefix isolation for WhatsApp media and user profile images, all accessed via presigned URLs
Solutions
- 1Built a complete WhatsApp Cloud API integration layer with webhook receiver, signature verification, media download/upload to S3, and full message persistence with idempotency keys
- 2Developed a real-time chat workspace within the dashboard with conversation grouping by phone number, media preview, notification sounds, and seamless send/receive message flow
- 3Integrated Google Gemini API with configurable model parameters (temperature, top_p), persona system for contextual responses, CRM knowledge injection, and image analysis capabilities
- 4Created a full CRM workspace with client CRUD, 5 service types, 3 payment statuses with gateway tracking, S3 asset uploads, timeline activity feed with info/success/warning tones, and analytics dashboards
- 5Implemented NextAuth.js with JWT strategy, configurable session durations, role-based feature gating, user CRUD with S3 profile images, and secure session management
- 6Built a dual S3 pipeline for WhatsApp media and user uploads with phone-specific prefixes, sharp image processing, presigned URL generation with configurable TTL, and secure access controls
Stack
Technology & Architecture
Next.js 16React 19TypeScriptPostgreSQL (Neon)AWS S3SharpNextAuth.js v4Tailwind CSSshadcn/uiMeta WhatsApp Cloud API v23.0Google Gemini APITipTap EditorFramer MotionLucide ReactReact IconsReact Hook FormZodFirebase AdminCapacitorVercel
Design
Design & UX Highlights
Clean, professional dashboard with dark sidebar, light content area, and consistent spacing
Responsive layout — mobile bottom navigation with collapsible sidebar on desktop
Real-time WhatsApp chat UI embedded within the dashboard, resembling a native messaging app
Rich text editing with TipTap for prompt templates and content creation
Data visualization with payment breakdowns, service distribution charts, and monthly earnings trends
Smooth animations via Framer Motion for page transitions and modal interactions
Mobile-optimized touch interactions with bottom nav, back-button support, and gesture-friendly UI
Custom notification sounds for incoming WhatsApp messages
Capacitor-powered Android app with push notification support
Security
Security & Access Control
JWT-based authentication with NextAuth.js and configurable session duration (8h / 30d)
Role-based access with feature-level permission gating via authorization policy
Webhook signature verification for all incoming Meta WhatsApp Cloud API requests
Private S3 bucket with presigned URLs for temporary media access
Password hashing with bcrypt for credential authentication
Environment-based secrets for database, WhatsApp, S3, and AI services
Idempotent webhook processing to prevent duplicate event handling
Session expiry tracking and automatic re-authentication
Roadmap
Future Roadmap
Online payment gateway integration (eSewa, Khalti, Fonepay checkout)
Per-user AI conversation isolation with owner_user_id scoping
Email notification templates and automation
Multi-language support (Nepali / English)
Advanced analytics with exportable reports
Staff shift scheduling and activity logging
iOS Capacitor support
WebSocket-based real-time WhatsApp message delivery
AI-powered client intake and form auto-fill
Public-facing client portal for status tracking
“NovaAxis CRM transformed our client management workflow. The WhatsApp integration alone has saved us hours daily — being able to chat with clients directly from the dashboard while tracking all their services and payments in one place is incredible.”
N
NovaAxis Operations Team
Client Services Manager
Explore
Other Projects
Completed
Featured
SaaS / Web App
Chiya Nepal
A production-grade, full-stack web application built for a real tea house chain with multiple locations across Nepal. Serves two distinct audiences: customers exploring a polished public website, and staff managing comprehensive café operations through a role-based admin dashboard.
Next.js 15React 19TypeScriptPostgreSQL (Neon)+17
20+
Admin Modules
15+
Database Models
Multi-Branch
Active Locations
Completed
Featured
SaaS / Web App
Hostiva
A comprehensive multi-tenant SaaS platform providing a complete digital operations toolkit for the hospitality industry. Serves public visitors, business owners/staff, and super admins with strict data isolation between tenants.
Next.js 15React 19TypeScriptPostgreSQL (Neon)+20
30+
Database Models
8
Business Types
4
User Roles
Open to Freelance & Contract Projects
Ready to Build Something Exceptional?
Whether you need a full-stack web application, SaaS platform, booking system, or a premium portfolio site — let's architect something production-ready and deployed on Vercel or your preferred cloud.
Next.js App Router
Neon / Supabase DB
Cloudinary Media
Vercel Deployment
Usually responds within 24 hours · Based in GMT+5:45 · Available for international projects