Inspiration

After running my agent white-label business using someone else's platform, I got tired of: Outdated UI

High costs Paying for 15+ add-ons Extra fees for every custom request

Clients kept asking,.. "Why does this cost so much?" — and I couldn’t give a real answer, because it wasn’t even my software. I was renting.

So I built my own.

Because I believe my clients deserve better — Introducing Customer Connect, a CRM & texting platform built for simplicity, transparency, and control.

What I Learned

  • Modular design: Breaking the app into clear layers (API, services, UI) made development and testing much smoother.
  • Workflow engines: Building a simple triggers, actions, and conditions taught me how to balance flexibility with usability.
  • Asynchronous processing: Integrating a job queue helped me handle long-running tasks without blocking the user experience.

How I Built It

  1. Planning & Prototyping:
    • Mapped out user stories and sketched key screens in Exadraw.
    • Defined a JSON-based workflow schema for “When this happens → do that.”
  2. Backend:
    • Chose Node.js/Express for a quick REST API.
    • Modeled Customers, Deals, and WorkflowRules; stored definitions in PostgreSQL.
  3. Frontend:
    • Built with React and a component library for rapid UI development.
    • Implemented a drag-and-drop workflow builder and real-time notifications via WebSocket.
  4. Integrations:
    • Connected to Resend for emails and Twilio for SMS.
    • Added OAuth login (Google, GitHub) so teams can sign up in seconds.
    • OpenAI

    - Elevenlabs

Challenges & Solutions

  • Dynamic workflow validation: Ensuring that user-created rules didn’t conflict or loop indefinitely.
    Solution: I wrote a recursive validator and provided inline error messages in the editor.
  • Scalability: Handling hundreds of concurrent jobs when workflows fire.
    Solution: Optimized background workers, batched database updates, and added horizontal scaling hints in the docs.
  • User onboarding: Making configuration approachable for non-technical users.
    Solution: Added guided tours, example templates, and contextual help pop-overs.

I’m proud of how this project came together. It taught me not just new technologies, but the importance of balancing power and simplicity—so even non-tech teams can automate their day-to-day with confidence.

Built With

  • chakra
  • express)
  • express.js**
  • jwt**
  • node.js
  • os-inspired
  • postgresql**
  • queues
  • react
  • redis**
  • router**
  • socket.io
  • socket.io**
  • typescript)
  • zustand**
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