Demo link – https://msbi.kiaantechnology.online/login
MSBI – Healthcare Marketing Operations CRM

MSBI is a comprehensive marketing operations CRM dashboard designed for healthcare practices, multi-location clinics, and medical marketing teams. Built with React 18, TypeScript, Tailwind CSS, and Vite, it brings marketing performance, campaign execution, budget oversight, vendor management, and reputation tracking into one organized interface.

Key Features

Executive Dashboard

KPI cards for inbound leads, qualified consults, call answer rate, and blended ROI

Marketing acquisition and website traffic visualizations

Lead-source distribution and Google review trend charts

Interactive operational checklist

Marketing Analytics

Website and landing-page analytics

Lead qualification and pipeline tracking

Call-tracking activity and missed-call triage

Form-submission management

Campaign performance, ROI, ROAS, and attribution reporting

Campaign Management

Campaign directory and active campaign tracking

Campaign calendar and milestone planning

Goals, KPIs, and acquisition targets

Creative asset and document library

Interactive task Kanban board

Budget Management

Budget utilization overview

Planned-versus-actual spending

Vendor and channel expenditure tracking

Monthly forecasts and annual allocations

Cost breakdown and variance monitoring

Reputation Management

Google review monitoring interface

Provider and clinic ratings

Review request tracking

Review trends and response goals

Vendor Management

Vendor and partner directory

Contact management

Contract and renewal tracking

Invoice review workflow

Vendor performance scorecards

Reports and Export Center

Executive and marketing performance reports

Lead-flow, ROI, budget, reputation, and vendor reports

Configurable report builder

PDF, Excel, and CSV export utilities

Integrations Hub

Includes configuration interfaces for 10 connectors:

Google Analytics 4

Google Ads

Meta Ads

Google Search Console

Looker Studio

CallRail

HubSpot

Mailchimp

Google Business Profile

Custom REST API and webhooks

Users, Roles, and Settings

Four role levels: Admin, Marketing Manager, Marketing Specialist, and Clinical Lead

Permission matrix and activity logs

Department and user management

Multi-location practice profiles

KPI alerts, notification preferences, and API key settings

Technology Stack

React 18

TypeScript

Vite 6

Tailwind CSS 3

React Router DOM 6

Recharts

Lucide React and Google Material Symbols

TanStack React Query 5

jsPDF

Quick Start

Install dependencies using npm install.

Copy .env.example to .env.

Start the development server with npm run dev.

Create a production build using npm run build.

Deployment

The project documents deployment workflows for Vercel, Netlify, and Docker/Nginx.

Important Notes

The included login and role selector are described as demo authentication. The integration connectors are configurable interfaces; live data synchronization requires the relevant credentials and backend/API implementation. Verify healthcare privacy, security, and compliance requirements before using real patient or clinic data.

License: Commercial marketplace license, as stated in the supplied project README.

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