I built a complete Business OS (CRM + Visual Automations + VoIP) 100% on Convex
As we wrap up 2025, I wanted to share my biggest project of the year. I've spent the last few months building a production-ready CRM infrastructure to replace the typical HubSpot/Pipedrive stack.
It's called Client Commander, and it's built on a single monorepo (apps/web, apps/mobile, packages/backend) ensuring 100% type safety across the entire ecosystem.
Architecture & Core Engine Visual Automation Builder: Full DAG workflow engine. Nodes triggered by data mutations to automate tasks/communications. Concurrency Control: "Ponds" implementation using transactional guarantees to handle race conditions during high-volume lead claiming. Unified Mobile State: React Native (Expo) app sharing the exact backend logic. Instant state sync and push notifications. Search Infrastructure: Fuzzy matching and exact ID lookup across thousands of records.
Sales & Operations Modules Integrated Telephony: Embedded VoIP (Twilio/Vapi) with automatic call logging and activity sync. Visual Pipelines: Kanban-style deal tracking with drag-and-drop stage management. Dynamic Segmentation: "Smart Lists" engine that auto-updates cohorts based on real-time contact behavior. Performance Analytics: Gamified reporting and agent activity leaderboards.
Enterprise Readiness RBAC: Granular permissioning system (Admins, Team Leaders, Agents). Extensibility: Live Zapier App and auto-generated TypeScript SDK for third-party integration. Intelligent Routing: Round-robin logic for automated lead distribution. Billing: Integrated Stripe Portal and Webhooks.
Video Walkthrough (Visual Builder & Mobile Demo): https://vimeo.com/1150485995 (Note: The demo includes some business context at the end, but the first 4 minutes cover the technical architecture deep dive!)