A modern, full-stack Customer Relationship Management (CRM) system built with Node.js, MongoDB, and React. This system allows you to efficiently manage leads and contacts with a clean, intuitive interface.

• ✅ Complete Lead Lifecycle: Track leads from initial contact to conversion
• ✅ Advanced Search & Filtering: Find leads by name, company, status, or source
• ✅ Lead Sources Tracking: Monitor where your leads come from
• ✅ Priority Management: Set and track lead priorities
• ✅ Sales Pipeline: Track estimated values and probabilities
• ✅ Follow-up Scheduling: Set next follow-up dates
• ✅ Bulk Import: Import multiple leads at once

• ✅ Customer Database: Manage existing customers and prospects
• ✅ Company Information: Track job titles, departments, and company details
• ✅ Contact Types: Categorize as customers, prospects, vendors, or partners
• ✅ Account Management: Assign account managers to contacts

• ✅ Real-time Statistics: View lead counts, pipeline value, and conversion rates
• ✅ Source Analytics: See which channels generate the most leads
• ✅ Recent Activity: Quick overview of new leads and updates
• ✅ Performance Metrics: Track your CRM performance

• ✅ Modern UI: Clean, responsive design with smooth interactions
• ✅ Real-time Updates: Live data updates across the application
• ✅ Data Validation: Comprehensive input validation and error handling
• ✅ Search & Pagination: Efficient data browsing for large datasets
• ✅ API Documentation: RESTful API with proper error responses

Backend:

• Node.js with Express.js
• MongoDB with Mongoose ODM
• Joi for data validation
• CORS, Helmet for security
• Rate limiting for API protection

Frontend:

• React 18 with modern hooks
• React Router for navigation
• React Query for state management
• React Hook Form for form handling
• Lucide React for icons
• Custom CSS with modern design

• Node.js (v16 or higher)
• MongoDB (local installation or cloud instance)
• Git

1. Clone the repository

   git clone <your-repo-url>
   cd CRM

2. Install dependencies

   # Install root dependencies and all sub-dependencies
   npm run install:all

3. Set up environment variables

   # Copy the example environment file
   cp server/.env.example server/.env
   
   # Edit the .env file with your MongoDB connection string
   # Default: MONGODB_URI=mongodb://localhost:27017/crm_database

4. Start MongoDB

   • If using local MongoDB: mongod
   • If using MongoDB Atlas: Ensure your connection string is in .env

5. Run the application

   # Development mode (runs both client and server)
   npm run dev

6. Access the application

   • Frontend: http://localhost:3000
   • Backend API: http://localhost:5000
   • Health check: http://localhost:5000/api/health

CRM/
├── package.json                 # Root package.json with scripts
├── README.md                   # This file
├── server/                     # Backend Node.js application
│   ├── package.json           # Server dependencies
│   ├── index.js               # Main server file
│   ├── models/                # MongoDB models
│   │   ├── Lead.js           # Lead model
│   │   └── Contact.js        # Contact model
│   ├── routes/               # API routes
│   │   ├── leads.js          # Lead endpoints
│   │   ├── contacts.js       # Contact endpoints
│   │   └── pipeline.js       # Pipeline analytics
│   └── .env.example          # Environment variables template
└── client/                   # Frontend React application
    ├── package.json          # Client dependencies
    ├── public/
    │   └── index.html        # Main HTML file
    └── src/
        ├── App.js            # Main App component
        ├── App.css           # Global styles
        ├── index.js          # React entry point
        ├── components/       # Reusable components
        │   └── Layout.js     # Main layout with sidebar
        ├── pages/            # Page components
        │   ├── Dashboard.js  # Dashboard with statistics
        │   ├── Leads.js      # Lead listing page
        │   ├── LeadForm.js   # Lead create/edit form
        │   ├── Contacts.js   # Contact listing page
        │   └── ContactForm.js # Contact create/edit form
        └── utils/
            └── api.js        # Axios API configuration

• GET /api/leads - Get all leads (with pagination, search, filtering)
• GET /api/leads/:id - Get specific lead
• POST /api/leads - Create new lead
• PUT /api/leads/:id - Update lead
• DELETE /api/leads/:id - Delete lead (soft delete)
• POST /api/leads/bulk - Bulk import leads
• GET /api/leads/stats/summary - Get lead statistics

• GET /api/contacts - Get all contacts
• GET /api/contacts/:id - Get specific contact
• POST /api/contacts - Create new contact
• PUT /api/contacts/:id - Update contact
• DELETE /api/contacts/:id - Delete contact

• GET /api/pipeline - Get pipeline overview

• GET /api/health - Server health status

curl -X POST http://localhost:5000/api/leads \
  -H "Content-Type: application/json" \
  -d '{
    "firstName": "John",
    "lastName": "Doe",
    "email": "john.doe@example.com",
    "company": "Acme Corp",
    "source": "website",
    "status": "new",
    "estimatedValue": 5000
  }'

curl "http://localhost:5000/api/leads?search=acme&status=new&page=1&limit=10"

PORT=5000                                          # Server port
MONGODB_URI=mongodb://localhost:27017/crm_database # MongoDB connection
NODE_ENV=development                               # Environment

# Root level commands
npm run dev           # Start both client and server in development
npm run install:all   # Install all dependencies
npm run start         # Start server in production

# Server commands
npm run server:dev    # Start server with nodemon
npm run server:start  # Start server in production

# Client commands
npm run client:dev    # Start React development server
npm run client:build  # Build React for production

• Modern Design: Clean, professional interface with consistent styling
• Responsive Layout: Works perfectly on desktop, tablet, and mobile
• Dark Sidebar: Professional navigation with active state indicators
• Status Badges: Color-coded status and priority indicators
• Form Validation: Real-time validation with helpful error messages
• Loading States: Smooth loading indicators and skeleton screens
• Toast Notifications: User-friendly success and error messages
• Empty States: Helpful guidance when no data is available

• Rate Limiting: Prevents API abuse
• Input Validation: Server-side validation with Joi
• Helmet: Security headers for Express
• CORS: Configured cross-origin resource sharing
• Data Sanitization: Protection against injection attacks

1. Build the React application:

   cd client && npm run build

2. Start the server:

   cd server && npm start

• Set NODE_ENV=production in your environment
• Use a production MongoDB instance
• Configure proper CORS origins
• Set up environment variables on your hosting platform

1. Fork the repository
2. Create a feature branch: git checkout -b feature/amazing-feature
3. Commit your changes: git commit -m 'Add amazing feature'
4. Push to the branch: git push origin feature/amazing-feature
5. Open a Pull Request

This project is licensed under the MIT License - see the LICENSE file for details.

If you encounter any issues or have questions:

1. Check the Issues page
2. Create a new issue with detailed information
3. Include error messages and steps to reproduce

• User authentication and authorization
• Email integration for lead communication
• Advanced reporting and analytics
• Task and activity management
• Integration with external services (email marketing, etc.)
• Mobile app development
• Advanced pipeline management with drag-and-drop
• Custom fields and lead scoring

Built with ❤️ for modern CRM needs