CRM Software Project

Web application designed to manage leads, customers, tasks, and sales pipelines through a centralized platform.

A powerful CRM solution built for sales teams to manage their entire customer lifecycle from lead generation to deal closure.

Key Features

  • Secure Authentication: JWT-based login with role-based access control (Admin & Sales Rep)
  • Lead & Customer Management: Full CRUD operations for managing contacts and prospects
  • Task Management: Assign tasks with priority levels, deadlines, and status tracking
  • Sales Pipeline: Visual deal tracking with customizable stages and status updates

Tech Stack

  • Frontend: React.js, Tailwind CSS
  • Backend: Node.js, Express
  • Database: MongoDB
  • Security: JWT Authentication

Role-Based Access

The system supports multiple user roles:

  • Admin: Full access to all features, user management, and analytics
  • Sales Rep: Access to assigned leads, customers, and personal tasks

Pipeline Management

Track deals through customizable stages from initial contact to closed-won, with full visibility into conversion metrics and team performance.