CRM

CRM is a Client Relationship Management system built with React. It includes a graphic analytics dashboard for company reports.

Demo: https://eitan-crm.herokuapp.com/

Table Of Contents

• CRM
  • Running the project
  • Screenshots
    • Client List
    • Add or Update Client
    • Analytics Dashboard
  • Tech Stack

Running the project

Preferably check the demo link :)

Otherwise:

1. Clone the repo.
2. Run npm install.
3. Run npm run build
4. Run npm start.
5. Navigate to http://localhost:4000.

Screenshots

Client List

An overview of all your clients. You can filter by name, the different owners, emails, countries & by clients who bought our product. A client can be double clicked to pull up a popup and update the clients basic info.

Add or Update Client

In order to add a new client fill out the inputs and then click add.

In order to update a clients info pick a client by name, enter the new info and execute accordingly.

When adding/updating a snack bar will popup to confirm success / describe the error.

Analytics Dashboard

View a report of all the metrics regarding your clients. Notice that the sales graph is dynamic to the dropdown bar value.

Tech stack

1. React, MobX, Recharts, Material-UI and Axios.
2. Express (Node.js), SQL (Sequelize).