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SaaSSaaS · Web application · API/backend · CRM · Integration · Infrastructure · AI/ML

Multi-tenant customer-data platform for small businesses

We were the core engineering team behind a multi-tenant customer-data platform for small businesses, delivering onboarding and subscriptions, warehouse-backed insights, a real-time customer dashboard, campaign tools and e-commerce and accounting integrations on a serverless cloud stack.

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Problem

The client had a loose serverless AWS estate and analytics in Snowflake but needed an investor-ready MVP that small businesses could sign up to, pay for and use to understand and market to their customers.

Solution

Module by module the team delivered a React/Redux front end and Node.js/GraphQL services on AWS Lambda: Cognito-based signup with Google, Microsoft and Intuit sign-in, Stripe subscriptions and webhooks, tenant and user IDs as Cognito custom attributes with validating middleware, a customer dashboard combining DynamoDB personas with Snowflake recommendations, SES-based user invitations and roles, CSV location ingestion into PostgreSQL, an S3-triggered visitor-journey pipeline into MongoDB with dwell-time analytics, campaigns with AI-generated content from the client's APIs, and Shopify and QuickBooks integrations. It containerised Lambdas via ECR to get past package-size limits, later moved infrastructure toward Supabase and Railway, and rewrote the Node microservices as a documented FastAPI monolith.

Key features

  • Signup and onboarding with email verification
  • Google, Microsoft and Intuit single sign-on
  • Stripe subscription plans, checkout, webhooks and plan management
  • Multi-tenant auth and data scoping
  • Customer insights: lifetime value, timing, ratings and product affinity
  • Real-time customer dashboard with personas, preferences, ratings and recommendations
  • User invitations, roles and revocation
  • Location and tenant ingestion from CSV and Excel
  • Visitor-journey analytics with dwell time and pre/post-visit rankings
  • Campaign audiences and AI-generated ad content
  • Shopify store connection, sync, webhooks and storefront recommendations
  • QuickBooks connection
  • Consolidated FastAPI backend

Tech stack

  • API Gateway
  • AWS Cognito
  • AWS Lambda
  • Ant Design
  • Apollo
  • CloudFront
  • Cognito
  • Docker
  • DynamoDB
  • ECR
  • EventBridge
  • Express
  • FastAPI
  • Formik
  • Gemini
  • GitHub Actions
  • GraphQL
  • Material-UI
  • Miro
  • MongoDB
  • Node.js
  • OpenAI
  • PostgreSQL
  • Python
  • QuickBooks
  • RDS
  • Railway
  • React
  • Redux
  • Redux Saga
  • Route 53
  • S3
  • SAM
  • SES
  • SendGrid
  • Serverless Framework
  • Shopify
  • Snowflake
  • Stripe
  • Supabase
  • Terraform
  • Vanta
  • WebSocket
  • Yup
  • pgvector

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