Lead-Management CRM

A licensed South African funeral-assurance call centre needed a CRM that enforced deterministic lead grading and strict round-robin routing — not a suggestion, but a business rule that the system guarantees.

FastAPI backend with PostgreSQL for lead and agent records. Deterministic lead grading (rules-based, not ML). Strict round-robin routing that cannot be bypassed. Role-based access across around 10 roles. Server-side session revocation. An adapter isolating the policy system of record so a live integration change touches one file. Reversible additive migrations. Full test suite. Redis and Celery for async tasks. Docker deployment.

1. 01

   Deterministic lead grading (rules, not ML) because in a regulated product the grading logic must be auditable and explainable to compliance staff.

2. 02

   The policy system is isolated behind an adapter: a live integration change touches one file, not spread calls across the codebase.

3. 03

   Server-side session revocation allows immediate access termination without waiting for token expiry — required for a multi-role regulated environment.

4. 04

   Reversible additive-only migrations so any schema change can be rolled back without data loss.