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A customer success operations platform built through hands-on learning.

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ClientPulse

A customer-success portfolio dashboard built through hands-on software development and AI-assisted learning.

ClientPulse demonstrates how a customer-success team could review account health, identify accounts that may need attention, and prioritize follow-up conversations.

Current Status

Functional frontend MVP complete · Maintenance mode

ClientPulse is a deployed, frontend-only MVP. It demonstrates an account portfolio, editable health status, health-score calculations, search and filtering, risk summaries, a sample activity feed, and browser-local persistence.

Live application: https://matteojose3112-bit.github.io/clientpulse/

The MVP is intentionally limited to a single browser experience with sample data. It is not a production CRM or a multi-user customer-success system.

Current Features

  • Sample customer portfolio with reusable account cards
  • Customer and company details
  • Editable Healthy, At Risk, and Critical statuses
  • Health scores and score visualization
  • Status-based health-score updates
  • Portfolio health calculation and account counts
  • Customer search by name or company
  • Health-status filtering and clear-filter empty state
  • Risk summary ordered by health score
  • Static sample activity feed
  • Browser local-storage persistence for customer changes
  • Responsive dashboard interface
  • Reusable React components and TypeScript data modeling
  • GitHub Pages deployment
  • GitHub Actions CI for linting and production builds

Scope and Limitations

  • Customer and activity records are illustrative sample data, not live customer records.
  • Customer changes are stored in the current browser's local storage. They do not sync across devices or users and are not backed by a server.
  • The activity feed is static sample content; it is not generated from customer actions.
  • Health scores are demonstration values associated with status changes, not a validated predictive model.
  • There is no authentication, database, API, CRM integration, task-management workflow, notification service, or automated risk detection.
  • Do not enter real customer, confidential, or sensitive information.

These limitations are deliberate boundaries of the completed frontend MVP, not claims of unfinished production functionality.

Tech Stack

  • React
  • TypeScript
  • Vite
  • Tailwind CSS
  • GitHub Actions
  • GitHub Pages

Project Goal

ClientPulse was built as a practical learning project to explore frontend development, component architecture, TypeScript data modeling, application state, business logic, and deployment.

The project follows:

Learn → Build → Test → Understand → Improve

Project Documentation

Author

Matteo Jose

Building practical software through hands-on learning, experimentation, and AI-assisted development.

Documentation review — 2026-11-03

Documentation review — 2026-11-03: ClientPulse remains a deployed, frontend-only MVP in maintenance mode. Its customer records and activity feed are illustrative; edits persist only in the current browser. No backend, authentication, multi-user sync, CRM integration, or automated risk prediction is claimed. Deferred ideas remain optional.

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