🚀 Taskpilot - Freelancer CRM & Business OS

Taskpilot is a comprehensive Customer Relationship Management (CRM) and Business Operating System designed for freelancers and solo agencies. It unifies project management, client relations, financial tracking, and productivity tools into a single, high-performance dark-mode interface.

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✨ Key Features

📊 Dashboard

• Real-time business overview
• Revenue history charts
• Project status pie charts
• Completion rate gauges
• Quick stats: active clients, pending invoices, total budget

👥 Client CRM

• Centralized client management
• CSV import/export support
• Quick action: View Projects
• Futuristic UI with glassmorphism

📁 Project Management (Kanban)

• Trello-like drag & drop Kanban board
• Detailed project view with budget, deadlines, scope
• Interactive task checklist

💰 Financials

• Invoice generator
• Dynamic line items (qty, price)
• Auto total calculation
• Payment status tracking

🛠️ Productivity Tools

• E-Signature pad (HTML5 Canvas)
• Calendar with synced deadlines
• Inbox (simulated real-time chat UI)
• Settings: profile & password management

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💻 Tech Stack

Frontend

• React (Vite)
• Redux Toolkit
• CSS3 (Variables, Grid, Flexbox, Glassmorphism)
• Recharts
• Lucide React
• Framer Motion

Backend

• Node.js
• Express.js
• MongoDB (Mongoose)
• JWT, bcryptjs
• Multer, CSV-Parser

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🚀 Getting Started

1. Clone the Repository

git clone https://github.com/Jash-codes/TaskPilot-CRM.git
cd TaskPilot-CRM

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🔧 Backend Setup

Navigate to the backend folder:

cd backend
npm install

Create .env file

PORT=5001
MONGO_URI=your_mongodb_connection_string_here
JWT_SECRET=your_super_secret_key_here

Start Backend Server

npm run dev

Backend runs at: http://localhost:5001

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🖥️ Frontend Setup

Open a new terminal:

cd frontend
npm install

Start Frontend

npm run dev

Frontend runs at: http://localhost:5173

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📂 Project Structure

taskpilot/
├── backend/
│   ├── config/         # Database configuration
│   ├── controllers/    # Logic for Users, Clients, Projects, Invoices, Messages
│   ├── middleware/     # Authentication & Error handling
│   ├── models/         # Mongoose Schemas
│   ├── routes/         # API Routes
│   └── server.js       # Entry point
│
└── frontend/
    ├── src/
    │   ├── app/        # Redux store setup
    │   ├── assets/     # Images, logos
    │   ├── components/ # Sidebar, Header, Spinner, PrivateRoute, etc.
    │   ├── features/   # Redux slices & services
    │   ├── pages/      # Dashboard, Clients, Projects, Invoices, etc.
    │   ├── App.jsx     # Routing & Layout
    │   └── index.css   # Global styling + theme variables

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🔐 Accounts & Testing

You can register a new account at /register.

Recommended Demo Flow:

1. Register a new user
2. Add a Client (ex: Tech Corp)
3. Create a Project linked to the client
4. Add tasks inside the project
5. Generate an invoice for that project
6. Visit Dashboard → watch charts update

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🤝 Contributing

Contributions are always welcome!

Steps:

1. Fork the repository

2. Create your branch:

   git checkout -b feature/AmazingFeature

3. Commit changes:

   git commit -m "Add some AmazingFeature"

4. Push to your branch:

   git push origin feature/AmazingFeature

5. Open a Pull Request

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📄 License

This project is licensed under the MIT License.