Platforms & SaaS
CRM architecture case study covering tenant isolation, scoped permissions and reconciliation-led migration from a legacy system.
Project overview
Omnitech CRM is a ground-up multi-tenant CRM and revenue platform built with Laravel 13, Livewire 4, and Filament 5. It covers companies, contacts, leads, deals, activities, tickets, custom fields, and controlled migration from a legacy Perfex CRM installation.
The challenge
Replace a long-running CRM while preserving business records and staff access rules, then create a safer foundation for revenue and support workflows across separate tenant workspaces.
Technical approach
Tenant isolation is enforced at the model and query layers, including queued work. A central permission registry separates allowed actions from record scope. Transactional, idempotent migrators reconcile legacy identifiers and report records that require a human decision before import.
Products and interfaces
Platform breadth
Evidence
Business context
A CRM replacement must preserve more than records: staff need the right access, unresolved imports need a review path, and each tenant needs a clear boundary. This design addresses those requirements through scoped permissions and a reconciliation-led migration approach.
The figures below describe implemented scope in the project record. They are not evidence of increased revenue, completed customer migrations, or measured incident reduction. The project date remains an estimate.
For a legacy platform review, begin with the data and permission boundaries, identify the decisions that need a human owner, and sequence the migration around those risks.
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Questions and answers
More questions? Feel free to reach out.
Discuss a related project →Omnitech CRM is a ground-up multi-tenant CRM and revenue platform built with Laravel 13, Livewire 4, and Filament 5. It covers companies, contacts, leads, deals, activities, tickets, custom fields, and controlled migration from a legacy Perfex CRM installation.
The work includes Filament administration application, Multi-tenant CRM workspace, Lead and deal board interfaces, Company, contact, and support records, Permission and record-scope system, Legacy migration and reconciliation tooling, Queue, real-time, and audit infrastructure.
Muhammad Muzammil Qureshi served as Chief Technology Officer, with responsibility spanning technology direction, architecture, delivery, and the operating systems described in this case study.
Omnitech CRM uses Laravel 13 · Livewire 4 · Filament 5 · Redis.
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