Document Manager is a powerful tool integrated into our CRM platform, designed to streamline document organization and management for our member success agents. This application provides a centralized hub for storing, accessing, and managing all documents related to member applications, assets, and individual member profiles.

🌟 Key Features

• Comprehensive Document Organization: Efficiently categorize and store documents for applications, assets, and individual members.
• Easy Upload: Intuitive interface for quickly uploading new documents to specific categories or member profiles.
• Quick Access: Rapidly locate and retrieve documents using filtering options.
• Secure Storage: Ensure the confidentiality and integrity of sensitive member information with robust security measures.
• Integration with CRM: Seamlessly access the Document Manager within our existing CRM platform for a unified workflow.
• User-Friendly Interface: Designed for ease of use, allowing member success agents to navigate and manage documents effortlessly.

🛠 Technology Stack

Built with modern web technologies to ensure reliability, performance, and seamless integration with our existing systems:

• Frontend: React with TypeScript for a robust, type-safe user interface
• Backend: Node.js with TypeScript for server-side logic
• Database: SQL database with Prisma as the ORM for efficient data management
• File Storage: AWS S3 for secure and scalable document storage