CRM_APP

A modern Customer Relationship Management (CRM) application developed using Next.js, Django REST Framework, and PostgreSQL. This system helps organizations manage customers, leads, deals, tickets, activities, notifications, and business operations efficiently through an intuitive user interface.

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🚀 Features

• User Authentication & Authorization
• Dashboard & Analytics
• Lead Management
• Deal Management
• Ticket Management
• Company Management
• Activity Tracking
• Notifications System
• Search Functionality
• File Attachments
• Responsive User Interface
• Role-Based Access Control

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🛠️ Technology Stack

Frontend

• Next.js
• React
• TypeScript
• Material UI (MUI)
• CSS

Backend

• Django
• Django REST Framework (DRF)
• PostgreSQL

Version Control

• Git
• GitHub

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📁 Project Structure

CRM_APP/
│
├── CRM Frontend/
│   ├── public/
│   ├── src/
│   ├── package.json
│   ├── package-lock.json
│   ├── next.config.js
│   └── tsconfig.json
│
└── CRM Backend/
    ├── crm_backend/
    ├── users/
    ├── leads/
    ├── deals/
    ├── tickets/
    ├── dashboard/
    ├── companies/
    ├── notifications/
    ├── search/
    ├── attachments/
    ├── activities/
    └── manage.py

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⚙️ Frontend Setup

cd "CRM Frontend"

npm install

npm run dev

Frontend will run on:

http://localhost:3000

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⚙️ Backend Setup

Create Virtual Environment

cd "CRM Backend"

python -m venv env

Activate Virtual Environment

Windows

env\Scripts\activate

Linux / macOS

source env/bin/activate

Install Dependencies

pip install -r requirements.txt

Apply Migrations

python manage.py migrate

Run Server

python manage.py runserver

Backend will run on:

http://127.0.0.1:8000

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🔐 Environment Variables

Create a .env file and configure the required environment variables.

Example:

SECRET_KEY=your_secret_key
DEBUG=True

DB_NAME=crm_db
DB_USER=postgres
DB_PASSWORD=password
DB_HOST=localhost
DB_PORT=5432

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🗄️ Database

This project uses:

• PostgreSQL

Make sure PostgreSQL is installed and running before starting the backend server.

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📦 Git Workflow

git add .

git commit -m "Your commit message"

git push

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👥 Team Members

• Sameera KP
• Naifa
• Seeja V.M
• Asna Parvin

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📚 Project Purpose

This CRM system was developed as a collaborative team project to streamline customer relationship management processes and provide an efficient platform for managing business operations.

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📄 License

This project is intended for educational and project demonstration purposes.