This is a premium financial planning and retirement services platform built with Next.js 16, React 19, and TypeScript. I was contracted to handle the backend development, migrate the database from SQLite to Prisma with PostgreSQL, and build the administrative dashboard frontend with a fully responsive, production-ready UI.
Lead Intake System – public contact forms feed directly into a secure backend, creating structured leads for financial advisors
Lead Status Pipeline – leads move through New, Contacted, Meeting Scheduled, and Client stages to track the sales funnel
Admin Dashboard – custom-built interface for viewing, filtering, and managing incoming financial service inquiries
Lead Detail View – advisors can review client info, interests (insurance, pension, retirement, etc.), and messages in one place
Internal Notes System – staff can attach private notes to each lead for follow-ups and case tracking
Prisma + PostgreSQL Backend – migrated from SQLite to a scalable, production-grade database built for financial data
Next.js 16 App Router – server & client components for fast, secure, and SEO-friendly financial service pages
Fully Responsive Admin UI – works cleanly across desktop, tablet, and mobile for advisors on the go
Gallery
Secure admin login page used to access the CRM dashboardMain leads dashboard showing all incoming leads with status filters and searchDetailed view of a single lead with contact info, interest, and current statusInterface for updating a lead’s status and adding internal notesProfile page where the admin can manage account details and change password