Project Overview

YMIYBA is a comprehensive lead management ecosystem built for YMIYBA Consulting, a marketing agency specializing in dental clinics. The project replaces spreadsheet-based lead tracking with a purpose-built, multi-tenant CRM platform and a public-facing lead generation website — two interconnected applications that automate the entire pipeline from lead capture to conversion.

The CRM (crm.ymiyba.com) automatically captures leads from Meta (Facebook/Instagram) Lead Ads via webhooks, tracks them through a five-stage sales pipeline, and provides real-time dashboards with KPIs, conversion analytics, and activity tracking. The public form site (form.ymiyba.com) serves as a landing page and lead qualification tool with multi-step questionnaires, reCAPTCHA protection, and automated email confirmations.

• CRM Platform: Multi-tenant lead management system with role-based access (Owner, Admin, Agent), drag-and-drop Kanban board, table view with advanced filtering, CSV import/export, follow-up scheduling, and a real-time activity timeline for every lead.
• Meta Lead Ads Integration: Automatic lead capture from Facebook and Instagram ad campaigns via secure webhooks with signature verification. Leads are parsed, mapped to pipeline fields, and instantly available across the CRM with real-time Supabase subscriptions.
• Stripe Billing: Complete subscription lifecycle management with checkout sessions, billing portal, per-seat pricing, and webhook handling for payment events — enabling a scalable SaaS model for the platform.
• Lead Generation Website: Dark-themed, glass-morphism landing page with service showcase, client testimonials, partner logos, and a contact form. Two separate multi-step questionnaires (Marketing General and Website Pre-qualification) with conditional logic, progress tracking, and GDPR consent.

Technical Details

Both applications are built on Next.js 16 with React 19 and Tailwind CSS 4, using TypeScript throughout. The CRM uses Supabase as its complete backend — PostgreSQL with Row Level Security for multi-tenant data isolation, Supabase Auth for authentication, Supabase Realtime for live updates, and Edge Functions for Meta webhook processing. The UI is built with shadcn/ui (23 Radix-based components), TanStack React Table for data grids, Recharts for dashboard analytics, and @dnd-kit for the Kanban drag-and-drop experience.

The CRM dashboard provides KPIs (total leads, today's leads, converted, qualified, lost, revenue, conversion rate), a 30-day bar chart, a status distribution pie chart, and a recent activity feed. Leads flow through five statuses (Intake, Calificat, Convertit, Necalificat, Pierdut) with follow-up tracking (revine_pacientul, nu_raspunde, respinge_apelul, in_asteptare_decizie). Team management supports token-based invitations with role assignment.

The public form site uses Resend for transactional emails (business notifications and user confirmations with branded HTML templates), Google reCAPTCHA v3 for spam protection, and a fully custom questionnaire engine with conditional sections, multiple field types (text, email, tel, textarea, radio, checkbox, consent), and flexible validation. SEO is optimized with JSON-LD structured data (Organization, ProfessionalService, WebPage), Open Graph metadata, sitemaps, and security headers.

Results

The YMIYBA platform transforms how YMIYBA Consulting manages leads for its dental clinic clients. By replacing manual spreadsheets with automated Meta Lead Ads capture and a visual Kanban pipeline, the agency gained immediate visibility into conversion rates and follow-up performance. The multi-tenant architecture allows each clinic to have its own isolated workspace while the agency maintains oversight across all accounts. The public landing page and qualification forms generate pre-qualified leads with detailed intake data, reducing back-and-forth communication and accelerating the sales cycle.