Mini CRM Platform

A modern customer relationship management platform that enables customer segmentation, personalized campaign delivery, and intelligent insights using AI-powered features.

✨ Features

• Dynamic Audience Segmentation - Create complex segments with drag-and-drop rule builder
• Campaign Management - Create, track, and analyze marketing campaigns
• Customer & Order Management - Comprehensive data management and visualization
• Personalized Messaging - Send targeted communications to specific audience segments
• Real-time Analytics - Track delivery statistics and performance metrics
• Google OAuth Authentication - Secure authentication and authorization
• Asynchronous Data Processing - Scalable architecture with Redis Streams

🧠 AI-Powered Features

• Natural Language to Segment Rules - Convert plain English to complex segmentation logic
• AI-Driven Message Templates - Generate personalized messaging based on campaign objectives
• Campaign Performance Insights - AI-generated summaries and recommendations
• Smart Scheduling - Intelligent send time recommendations based on audience behavior
• Lookalike Audience Generator - Create similar audiences from successful segments
• Auto-tagging - Automatically categorize campaigns based on content and audience
• Image Concept Suggestions - Get visual concepts that complement your campaign messaging

🚀 Demo Data Generation

• One-Click Setup - Populate your CRM with realistic data in minutes
• AI-Generated Profiles - Create diverse customer profiles with realistic attributes
• Simulated Orders - Generate varied purchasing patterns and product combinations
• Realistic Campaign Performance - Simulate real-world campaign delivery and engagement
• Detailed Metrics - Analyze comprehensive results across different segments

🚀 Tech Stack

Frontend

• Next.js (v14+) with App Router
• Shadcn UI - Component library built on Radix UI and Tailwind CSS
• Zustand - Lightweight state management
• React DnD - Drag-and-drop functionality
• Recharts - Interactive charts and data visualization
• Axios - API client

Backend

• Node.js with Express
• MongoDB - Document database with native driver
• Redis Streams - Pub/sub architecture for async data processing
• JWT - Authentication tokens
• Swagger/OpenAPI - API documentation

AI Integration

• Google's Gemini API - Generative AI capabilities

🏗️ Architecture

graph TD
    Client[Next.js Frontend] --> |API Requests| API[Express API Layer]
    API --> |Token Validation| Auth[Authentication Service]
    API --> |Data Validation| Validation[Validation Layer]
    Validation --> |Publish Events| Redis[Redis Streams]
    Redis --> |Consume Events| Workers[Consumer Services]
    Workers --> |Persist Data| DB[(MongoDB)]
    API --> |Read Data| DB
    API --> |Generate AI Content| Gemini[Gemini API]
    
    subgraph Frontend
        Client --> Components[UI Components]
        Components --> Stores[Zustand Stores]
        Stores --> API
    end
    
    subgraph Backend
        API --> Routes[API Routes]
        Routes --> Controllers[Controllers]
        Controllers --> Services[Services]
    end

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🔧 Installation & Setup

Prerequisites

• Node.js (v18+)
• MongoDB
• Redis
• Google Cloud account (for OAuth and Gemini API)

Backend Setup

1. Clone the repository:

git clone https://github.com/LordHarsh/crm-xeno.git
cd crm-xeno/backend

2. Install dependencies:

npm install

3. Create a .env file based on .env.example:

# Server configuration
PORT=8080
NODE_ENV=development

# MongoDB connection
MONGODB_URI=mongodb://localhost:27017/miniCrm
DB_NAME=miniCrm

# Redis connection
REDIS_URL=redis://localhost:6379

# JWT configuration
JWT_SECRET=your-secret-key-here

# Google authentication
GOOGLE_CLIENT_ID=your-google-client-id
GOOGLE_CLIENT_SECRET=your-google-client-secret

# Gemini API
GEMINI_API_KEY=your-gemini-api-key

4. Start the backend:

# Development mode
npm run dev

# Production mode
npm start

Frontend Setup

1. Navigate to the frontend directory:

cd ../frontend

2. Install dependencies:

npm install

3. Create a .env.local file:

NEXT_PUBLIC_API_URL=http://localhost:8080
NEXT_PUBLIC_GOOGLE_CLIENT_ID=your-google-client-id

4. Start the frontend:

# Development mode
npm run dev

# Build for production
npm run build
npm start

📚 API Documentation

Once the backend is running, you can access the Swagger UI at:

http://localhost:8080/api-docs

🚢 Deployment

The application is deployed using:

• Backend: Railway
• Frontend: Vercel
• Database: MongoDB Atlas
• Redis: Redis Cloud

💡 AI Features Explained

Natural Language to Segment Rules

This feature uses Gemini API to parse natural language descriptions and convert them into structured segmentation rules. For example, a user can type "customers who spent over ₹5000 in the last 6 months and haven't shopped recently" and the system will generate the corresponding rule logic.

AI-Driven Message Suggestions

Based on the campaign objective (e.g., "bring back inactive users"), the system generates personalized message templates that are likely to resonate with the target audience.

Campaign Performance Insights

Instead of just showing raw stats, this feature provides human-readable insights about campaign performance, including success rates, patterns, and recommendations for improvement.

Smart Scheduling

Analyzes general email engagement patterns and user behavior to recommend optimal days and times to send campaigns, tailored to different audience segments.

Lookalike Audience Generator

Creates expanded audience segments based on characteristics of an existing segment, helping marketers reach similar customers who might respond well to the same campaign.

Campaign Simulation

Allows users to simulate real-world campaign performance with realistic delivery rates and customer responses, providing valuable insights for campaign planning and optimization.

Demo Data Generator

Quickly populates the CRM with AI-generated customer profiles, orders, and campaign data to demonstrate the platform's capabilities and provide a realistic testing environment.

🧪 Testing & Quality Assurance

• Comprehensive Error Handling - Graceful handling of failures in both frontend and backend
• Optimistic Updates - Immediate UI feedback with background synchronization
• Responsive Design - Works seamlessly on mobile, tablet, and desktop devices
• Accessibility - Built with a11y best practices using Shadcn UI components
• Performance Optimization - Efficient data loading and state management

🚀 Extensions and Future Enhancements

Some potential future enhancements for the Mini CRM platform:

• Multi-channel Campaigns - Extend beyond message campaigns to email, push notifications, etc.
• A/B Testing Framework - Test multiple message variants and analyze results
• Advanced Analytics Dashboard - More detailed insights and visualizations
• Integration with External Services - Connect with popular marketing tools and services
• Enhanced AI Capabilities - More sophisticated audience targeting and personalization
• Workflow Automation - Create complex marketing workflows and journeys

📜 License

This project is licensed under the MIT License - see the LICENSE file for details.

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Created with ❤️ for Xeno SDE Internship Position - 2025