🚀 CRM System

A full-stack Customer Relationship Management (CRM) application built using React, Node.js, Express.js, PostgreSQL, and Prisma ORM.

The application helps organizations manage customer leads, assign them to sales representatives, track user activities, and monitor business performance through a secure role-based system.

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📌 Features

🔐 Authentication

• JWT Authentication
• Password hashing using Bcrypt
• Protected Routes
• Secure Login

👥 Role-Based Authorization

The application supports three different user roles.

Admin

• Create Admin, Manager, and Sales users
• Delete users
• Create, update, assign, and delete leads
• Upload CSV files
• Send test emails
• View dashboard
• View audit logs

Manager

• Create Sales users
• Create, update, and assign leads
• Upload CSV files
• Send test emails
• View dashboard

Sales

• View assigned leads
• Update assigned lead status
• Cannot create users
• Cannot assign leads
• Cannot delete leads

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📋 Lead Management

The CRM provides complete Lead Management functionality.

• Create Lead
• View All Leads
• View Lead Details
• Update Lead
• Delete Lead
• Assign Lead to Sales Users

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📊 Dashboard

The dashboard provides real-time statistics including:

• Total Leads
• New Leads
• Assigned Leads
• Converted Leads

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📧 Email Notifications

Whenever a Manager or Admin assigns a lead to a Sales user, the system automatically sends an email notification using Nodemailer.

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📂 CSV Import

Bulk lead import is supported using CSV files.

The uploaded CSV is parsed and all valid records are stored in PostgreSQL.

Expected CSV format:

name,email,phone,company

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📝 Audit Logs

Every important action performed in the system is stored in the Audit Log.

Logged activities include:

• CREATE Lead
• UPDATE Lead
• DELETE Lead
• ASSIGN Lead

Only Admin users can access Audit Logs.

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🏗 Tech Stack

Frontend

• React
• Vite
• React Router
• Axios
• Tailwind CSS
• React Hot Toast
• Lucide React

Backend

• Node.js
• Express.js
• PostgreSQL
• Prisma ORM
• JWT
• Bcrypt
• Nodemailer
• Multer
• CSV Parser

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🗄 Database Models

The application uses three main database models.

User

• id
• name
• email
• password
• role

Lead

• id
• name
• email
• phone
• company
• status
• assignedToId

AuditLog

• id
• action
• entity
• entityId
• userId
• createdAt

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🔄 Project Workflow

Admin creates users
        │
        ▼
User Login
        │
        ▼
JWT Authentication
        │
        ▼
Protected API Access
        │
        ▼
Lead Management
        │
        ▼
Lead Assignment
        │
        ▼
Email Notification
        │
        ▼
Audit Log Created
        │
        ▼
Dashboard Updated

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📂 Folder Structure

crm-system

├── client
│   ├── src
│   ├── public
│   └── package.json
│
├── server
│   ├── prisma
│   ├── src
│   │   ├── config
│   │   ├── controllers
│   │   ├── middleware
│   │   ├── routes
│   │   ├── utils
│   │   └── app.js
│   └── package.json
│
└── README.md

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⚙ Installation

Clone Repository

git clone https://github.com/your-username/crm-system.git

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Backend

cd server

npm install

npx prisma generate

npx prisma migrate dev

npm run dev

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Frontend

cd client

npm install

npm run dev

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🔑 Environment Variables

Frontend (.env)

VITE_API_URL=http://localhost:5000/api

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📡 API Modules

• Authentication
• User Management
• Lead Management
• Dashboard
• CSV Upload
• Email
• Audit Logs

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🚀 Future Improvements

• Socket.IO Real-time Notifications
• Docker Support
• Refresh Token Authentication
• Advanced Search & Filtering
• Analytics Dashboard
• Deployment

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👨‍💻 Author

Ashish Kumar

MERN Stack Developer

• GitHub: https://github.com/ashish-code6
• Email: ashishk810222@gmail.com

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⭐ If you found this project useful, consider giving it a star on GitHub! for Teting API use POsTMAN Login Dashboard Leads deatils csv file and sending mail create a user and deatils of user Audit logs profile