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Customer Relationship Management Development

crm (1)

Customer Relationship Management Development

This CRM project was developed to provide businesses with a centralized platform to manage customer relationships, internal planning, communication, and resource management. Designed with modularity in mind, the system offers a suite of tools covering tasks, leads, customer profiles, HR, finance, communication, and notifications—all within a responsive and modern UI.

Full-Stack CRM System with React (TypeScript), Node.js & MongoDB

  • Frontend: React (TypeScript), Redux, Tailwind CSS
  • Backend: Node.js (Express), MongoDB
  • Others: JWT Auth, REST API, AWS file upload

Objectives

  • Build an intuitive, responsive CRM with realtime data flow
  • Consolidate essential business modules into one system
  • Enable team-wide task planning, lead management, HR tracking, and communication
  • Provide role-based access and modular extensibility

Key Features

Architecture

  • Frontend: Built with React (TypeScript) using functional components. Redux handled global state (user auth, notifications, settings).
  • Backend: RESTful API with Express.js; MongoDB for schema-less, scalable document storage.
  • Authentication: JWT-based secure login/logout.
  • UI/UX: Tailwind CSS for styling, Material UI; responsive across mobile/tablet/desktop.

Challenges & Solutions

Challenge

  • Managing complex shared state across modules
  • Handling large UI interactions (modals, dropdowns, tables)
  • Ensuring mobile responsiveness
  • Role-based routing and access contro

Solution

  • Centralized Redux slices for clean data flow
  • Modular component design + Tailwind utility classes and Material UI
  • Used Tailwind’s responsive classes with thorough testing
  • Middleware on backend + conditional rendering in React

Results

Project Outcome

  • Fully functional, scalable CRM web application
  • Modular design for future extension (e.g., analytics, chat, calendar sync)
  • Ideal for SMBs managing < 5000 customer records
  • Successfully deployed in a local business environment for internal use
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