Cleo


Cleo is an all-in-one Customer Success Platform that I had the pleasure of developing during my internship at Promact Infotech. Cleo is designed to streamline project management and keep everyone in the loop with continuous updates. Our goal was to reduce redundancy, speed up processes, and ensure seamless communication with clients and stakeholders.

Category

Fullstack

Tech Stack

Next.jsFramer motionRuby on RailsNode.jsPostgreSQL

Year

2024

Cleo's primary goal is to bridge the communication gaps that often occur in complex projects. It helps teams stay aligned and informed throughout the project lifecycle.

Cleo allows teams to manage every minute detail of a project—from the escalation matrix and team assignments to project phases and audit history. Everything is organized and easily accessible.


Project Management

Keep track of every aspect of your project with intuitive tools and dashboards that streamline your workflow.


Real-Time Communication

Stay connected with your team through instant updates and notifications, ensuring everyone is on the same page.


Role-Based Access

Control who has access to what with role-based permissions, keeping your project secure and organized.

My role was to build a fully functional prototype using the technologies provided.

I crafted the user interface with Next.js and Shadcn. On the backend, I utilized Node.js and Ruby on Rails to develop microservices. User authentication was implemented using Auth0, providing secure and straightforward Role-based access.


Collaboration with UX Team

Worked hand-in-hand with the UX team to craft a user-friendly experience that meets both user needs and project objectives.


Frontend Development

Brought the interface to life using Next.js and Shadcn, focusing on smooth and responsive interactions.


Backend Development

Developed backend microservices with Node.js and Ruby on Rails, ensuring a reliable and scalable foundation.

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Developing Cleo came with its own set of challenges. One significant hurdle was ensuring real-time updates for team members and stakeholders.

To tackle this, I implemented an email notification system and WebSockets for real-time updates. This approach allowed for instant updates to all connected users without the need for page refreshes. For the real-time notifications and emails, I used Nodemailer and Socket.IO.


WebSockets

Implemented a real-time notification system with Socket.IO to keep everyone updated instantly.


Email Updates

Set up email notifications with Nodemailer to keep stakeholders informed about project changes, ensuring no update goes unnoticed.

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