π Customer relations management in MERN STACKπ
π Introduction
Customer relations management tool built in MERN stack
β 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
β 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:-
- Title: Contains name of the service.
- Client: Client name
- Manager: Manager name
- Expected Closing: closing date
- Priority: priority of task
- Status: status of task
- Expected Revenue
- Probability
-
Lead: Contains details of lead of the service. Each lead contains:-
- Title: name of the lead.
- Client: client name.
- Number
- Status
-
Contact: Contains contact details and each contact contains:-
- Title: name of contact.
- Client: name of client.
- Number: phone number.
- 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:-
- Manager can update and add service request for employees.
- Manager can update and add leads.
- 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:-
- Admin can add and remove users (employee, manager, admin).
- Admin can update and add service request for employees.
- Admin can update and add leads.
- Admin can update and add contacts.
-
π₯ 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.
β 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)
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