Task & Client Management System

The client manages a large and growing client base, where keeping track of calls, meetings, tasks, employees, deadlines, and client history across different projects was becoming difficult. Important information could easily get scattered, especially when meeting a client and needing to quickly review previous discussions, assigned work, or upcoming follow-ups. They needed a centralized system to keep every client interaction and project activity organized and accessible.

The Solution

I developed a custom client and task management system that brings client communication, project tracking, employee assignments, and follow-ups into one place. The system allows the client to maintain detailed client profiles, schedule meetings and calls with notes, create jobs or tasks, assign employees, track deadlines and statuses, and keep a complete history of interactions.

Employees can log into their own accounts, view assigned tasks, provide responses or updates, and change task statuses. This gives the client a clear view of who is responsible for each job, what needs to be done, its deadline, and its current progress.

Key Features

• Client Management — Maintain detailed client profiles and relevant information.
• Employee Management — Add employees and manage their access to the system.
• Call Tracking — Schedule upcoming calls and keep notes from previous conversations.
• Meeting Management — Schedule client meetings with dates, topics, and important notes.
• Task & Job Management — Record client requirements, project details, deadlines, and payment information.
• Employee Assignment — Assign specific jobs to employees and track responsibility.
• Status Tracking — Monitor tasks through different stages such as pending, hold, and completed.
• Employee Portal — Employees can log in, view assigned work, provide responses, and update progress.
• Client History — Keep calls, meetings, and jobs connected to individual clients for quick reference.
• Search & Filtering — Quickly find clients, tasks, employees, calls, and meetings.
• Centralized Information — Keep important project and communication details available during client interactions.

Technology

React · Node.js · Express.js · Sequelize · MySQL