B24 CRM: customers, loyalty and finance in one platform
A business platform: CRM, loyalty programs, accounts and cards, multiple currencies, accounting and anti-fraud in one account. Next.js and NestJS.
Genel Bakış
B24 CRM is a platform where a business runs customers, sales, loyalty programs and finance from one account. One installation serves several projects, each with its own settings, currencies and rules.
CRM and customer work
Customers and merchants, leads, tasks, tickets, a kanban board and a calendar. Messages from every channel land in one inbox (omnichannel), and notifications go out by SMS, email, push and in-app from ready templates in several languages.
Finance
Accounts, cards, wallets and digital banking, transaction history, exchange rates and multiple currencies, fiat and crypto. Money movement is set up with flow templates, and account rules — what is allowed and what needs a check — are built in a rule builder or from a plain description with AI.
Loyalty and sales
Bonus programs and purchase rules, gift cards, coupons and a promo code generator, and an affiliate program with agents. A product catalog, banners, smart shelves and bookings.
Accounting
Invoices, proformas, refunds, orders, payments, expenses, estimates and reports.
Security
Anti-fraud covering threats from customers and employees, security rules and an activity log. Roles and permissions go down to single actions. The interface is in six languages, including Hebrew and Arabic.
What we built
The web app on Next.js, React and MUI, and a backend of NestJS services: the main API, chat, single sign-on (SSO) and key sync. PostgreSQL, Redis, RabbitMQ and BullMQ queues, and real-time updates over Socket.io.