Cuzoo

What is cuzoo?

Cuzoo is a CRM software that visualizes sales processes. It provides a dashboard that gives an overview of the sales process states (lead, prospect and quote), TODOs and contact points. Additionally it provides a list view for companies, contacts and opportunities.

Glossary

User	User of the software (as a representative of his/her/its company).
Contact	Contact person for a company, contains information like phone number, email address and the role in the company.
Contact Point	A contact point is an event where the user was in any kind of (relevant) interaction with a contact. Contains information like the date of the event, what happened, the contact and a related opportunity.
Opportunity	An opportunity describes the possibility of a business with a company. It includes a history of contact points, a status and the progress. An opportunity starts with the status lead and can then evolve into a prospect or a quote due to new contact points.
Lead	A potential customer. No information about means, requirements or conditions.
Prospect	The user has more information, the potential customer fits some criteria.
Quote	Means, requirements and conditions are clarified. The user as well as the potential customer is interested.
Win	An opportunity results in coming down to business with a company.
Lose	An opportunity ends in not coming down to business with a company.

Lifecycle of an Opportunity

Project components

Backend: Java, Spring Boot
Frontend: Vue.js, Vuetify
Database: Postgres
Runs on Docker

import project to IDE

backend and frontend directory have to be imported seperately

cuzoo-backend

get Database

change to "/cuzoo" directory

docker-compose up postgre-db

(might need to install docker compose)

run application

to run the application with demo profile:
set
IntelliJ > Run/Debug Configurations > SpringBoot/Application > Configuration > Active profiles:
to
demo

Log In

You can log in with user: 'demo' and password: 'password', or create a new user with a username and a password of your choice. The password has to be hashed with bcrypt. Online hashgenerator: https://www.browserling.com/tools/bcrypt

cuzoo-frontend

Project setup

yarn install

Compiles and hot-reloads for development

yarn run serve

Compiles and minifies for production

yarn run build

Run your tests

yarn run test

Lints and fixes files

yarn run lint

Run your unit tests

yarn run test:unit