This CRM application streamlines customer support. Customers can register, submit tickets (complaints), and receive confirmation emails. The system assigns tickets to available engineers for resolution. Once a query is resolved, the ticket status is updated, triggering email notifications for both the customer and the assigned engineer. This efficient workflow effectively manages customer support inquiries.
-
User Roles: The system differentiates between Customers, Engineers, and Admins, granting specific permissions to each for efficient task management.
-
Streamlined Customer Queries: Customers can easily submit and manage their support requests (queries) directly through the app.
-
Automated Ticket Assignment: Tickets are intelligently routed to available engineers based on workload or expertise, ensuring faster resolution.
-
Two-Way Email Notifications: Both customers and assigned engineers receive automatic email updates regarding ticket creation, status changes, and resolution.
-
Comprehensive Dashboard: Admins have a centralized dashboard providing a clear view of all tickets, customer information, and engineer activity.
-
Collaborative Ticket Management: Engineers and Admins can update ticket statuses to reflect progress and resolution, keeping everyone informed.
-
Development Logging (Winston Logger): The application utilizes Winston Logger, a development tool that facilitates troubleshooting and improves future development.
Here is what you need to be able to run CRM app.
Clone/Download the repository :
git clone https://github.com/nil2022/CRM_App.git
To install the necessary dependencies, run the following command:
npm install or yarn
Copy and rename .env.sample
to .env
and provide neccesary environmental variables for the application to run.
# SERVER PORT (MANDATORY)
SERVER_PORT=#port on which CRM app will run
# NODDE Environment (OPTIONAL)
NODE_ENV=#development
# JWT SECRETS AND EXPIRY TIME (MANDATORY)
ACCESS_TOKEN_SECRET=
ACCESS_TOKEN_EXPIRY=
REFRESH_TOKEN_SECRET=
REFRESH_TOKEN_EXPIRY=
SESSION_SECRET=
SESSION_DOMAIN=
# WINSTON LOGGER LEVEL (OPTIONAL)
LOG_LEVEL=
# CORS ORIGIN (MANDATORY)
CORS_ORIGIN=
# CORS HEADERS (OPTIONAL)
CORS_ALLOWED_HEADERS=
# MongoDB URL to store the documents (MANDATORY)
MONGODB_URI=
# Provide URL of Notify Service of CRM app to send E-mails to customers, engineers (MANDATORY)
# Github Repo URL - https://github.com/nil2022/notification_service
NOTIFICATION_URL=
###### MASTER ADMIN CREDENTIALS (MANDATORY) ##############
##### MUST BE PROVIDED IN ORDER START CRM APP #####
ADMIN_NAME=
ADMIN_USERID=
ADMIN_EMAIL=
ADMIN_PASSWORD=
##### EXPRESS-RATE-LIMIT CONFIGURATION #####
# SPECIFY EXPRESS-RATE-LIMIT TIME IN MINUTES (OPTIONAL)
RATE_LIMIT_TIME=
# SPECIFY MAXIMUM NO. OF REQUESTS PER IP ADDRESS (OPTIONAL)
MAX_REQUESTS=
To start the application, use:
npm start or yarn start
For development purposes, use:
npm run dev or yarn dev
This endpoint makes a POST
request which allows users to register for a new account.
Endpoint :- /crm/api/v1/auth/register
-
fullName
(text): The full name of the user. -
userId
(text): The user ID for the account. -
email
(text): The email address of the user. -
userType
(text): The type of user account. -
password
(text): The password for the account.
{
"data": {
"user": {
"__v": 0,
"_id": "6644e2b1e8e13f8318999d44",
"fullName": "Karl Boyle",
"userId": "Karley.Bogisich19",
"email": "shanelle.daugherty71@hotmail.com",
"avatar": "",
"loginType": "",
"isEmailVerified": false,
"userType": "CUSTOMER",
"userStatus": "APPROVED",
"createdAt": "2024-05-15T14:54:22.276Z"
}
},
"message": "Users registered successfully and verification email has been sent on your email.",
"statusCode": 200,
"success": true
}
This endpoint makes a POST
request to authenticate and login the user.
Endpoint:- /crm/api/v1/auth/login
-
userId
(text): The user ID for authentication. -
password
(text): The user's password for authentication.
{
"data": {
"accessToken": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJfaWQiOiI2NjQ0OWM5N2ZlMjFlODEwZDI0YThmYzIiLCJ1c2VySWQiOiJWaXRhLkJlcmduYXVtMTYiLCJ1c2VyVHlwZSI6IkNVU1RPTUVSIiwidXNlclN0YXR1cyI6IkFQUFJPVkVEIiwiaWF0IjoxNzE1NzgyNTE5LCJleHAiOjE3MTU4Njg5MTl9.WknmCRmcxj9RWiYJvUP130KRrd_xPwKBwNM19YcOJlA",
"refreshToken": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJfaWQiOiI2NjQ0OWM5N2ZlMjFlODEwZDI0YThmYzIiLCJpYXQiOjE3MTU3ODI1MTksImV4cCI6MTcxNjM4NzMxOX0.XlM3HRJa4zLi2_gdBh4u-ZyGpDg0r1dHOpvQcrrMBrw",
"user": {
"__v": 1,
"_id": "66449c97fe21e810d24a8fc2",
"fullName": "Miss Gerard Dach",
"userId": "Vita.Bergnaum16",
"email": "jackie.buckridge@yahoo.com",
"avatar": "",
"loginType": "",
"isEmailVerified": false,
"userType": "CUSTOMER",
"userStatus": "APPROVED",
"createdAt": "2024-05-15T11:28:02.755Z",
"updatedAt": "2024-05-15T11:28:02.755Z"
}
},
"message": "User Logged in successfully !",
"statusCode": 200,
"success": true
}
The PATCH
request is used to change the password for the user in the CRM application.
Endpoint:- /crm/api/v1/auth/change-password
-
oldPassword
: (text) The old password of the user. -
newPassword
: (text) The new password for the user.
{
"data": "",
"message": "Password changed successfully!",
"statusCode": 200,
"success": true
}
- Express: For handling server-side operations.
- Bcrypt: For encryption and hashing.
- JSON Web Token: For authentication and authorization.
- Dotenv: For environment variable management.
- Mongoose: For MongoDB object modeling.
- Jest: For testing.
- Morgan: For HTTP request logging.
- Nodemon: For automatic server restarting during development.
- Validator: For input validation.
- Cors: For handling cross-origin requests.
- Express Rate Limit: For rate limiting requests.
- Helmet: For setting security headers.
- Axios: For making HTTP requests.
Report any bugs or issues here.