👉 Customer relations management in MERN STACK👈

📌 Introduction

Customer relations management tool built in MERN stack

⭐ How to get started?

You can refer to the following articles on the basics of Git and Github and also contact the Project Mentors, in case you are stuck:

• Watch this video to get started, if you have no clue about open source
• Forking a Repo
• Cloning a Repo
• How to create a Pull Request
• Getting started with Git and GitHub

⭐ Features of the app

Three sections of this app:-

• Employer (access the details about service requested, leads, contacts)

  • Service Request: Contains details of the service requested from the employer:-

    1. Title: Contains name of the service.
    2. Client: Client name
    3. Manager: Manager name
    4. Expected Closing: closing date
    5. Priority: priority of task
    6. Status: status of task
    7. Expected Revenue
    8. Probability

  • Lead: Contains details of lead of the service. Each lead contains:-

    1. Title: name of the lead.
    2. Client: client name.
    3. Number
    4. Status

  • Contact: Contains contact details and each contact contains:-

    1. Title: name of contact.
    2. Client: name of client.
    3. Number: phone number.
    4. Email
    5. Address

• Manager (manage employer)

  • Contains the following tabs:-

    • Service Request
    • Lead
    • Contacts

  • Fields of all these three are same as for employee. Manager has following functions:-

    1. Manager can update and add service request for employees.
    2. Manager can update and add leads.
    3. Manager can update and add contacts.

• Admin (manage both employer and manager)

  • Contains the following tabs:-

    • Service Request
    • Leads
    • Contacts
    • All Users

  • Admin has following features:-

    1. Admin can add and remove users (employee, manager, admin).
    2. Admin can update and add service request for employees.
    3. Admin can update and add leads.
    4. Admin can update and add contacts.

💥 How to Contribute?

• Take a look at the Existing Issues or create your own Issues!
• Wait for the Issue to be assigned to you after which you can start working on it.
• Fork the Repo and create a Branch for any Issue that you are working upon.
• Read the Code of Conduct
• Create a Pull Request which will be promptly reviewed and suggestions would be added to improve it.
• Add Screenshots to help us know what this Script is all about.

⭐ Issues:

For major changes, you are welcome to open an issue to discuss what you would like to change. Enhancements will be appreciated.

Want to contribute ? Join our server (NWoC'20)

https://discord.gg/TkKHAYVCza

Deployment Link : https://freee-crm.netlify.app/

Frontend Link : https://github.com/shelcia/crm-frontend

Backend Link : https://github.com/shelcia/CRM-backend

Credentials to try out the app :

For Admin Signin

email : [email protected]

password: adminuser

For Manager Signin

email : [email protected]

password: manager

For Employee Signin

email : [email protected]

password: employee