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
- Notifications: Real-time alerts (task updates, new messages, lead status changes)
- Appointment Inputs: Schedule meetings with customers or leads
- Template Inputs: Reusable templates for invoices, emails, messages
- Email Settings: SMTP configuration for sending automated messages
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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Happy Clients