CRM is a Customer Relationship Management application built with React for the frontend and Rails for the backend. It offers essential features for managing customer interactions, tracking leads, and maintaining client relationships.
- Admin Authentication: Secure token-based authentication system for administrators.
- Customer Management: Easily store and update customer details, including contact information, notes, and communication history.
Follow these steps to set up the CRM application on your local machine:
- Clone the repository to your local environment.
- Open separate terminals for the
crm_railsandcrm_reactdirectories. - Start the frontend React app by running
npm startwithin thecrm_reactdirectory. - Install dependencies for the backend Rails app using
bundle installwithin thecrm_railsdirectory. - Set up the database by running
rails db:create db:migrate. - Seed the database with initial data using
rails db:seed. - Launch the Rails backend server with
rails s.
To use the CRM application:
- Access the application through
http://localhost:3001/adminin your web browser. - Log in using the default credentials:
[email protected]for email andpasswordfor the password. - View all customers listed on the left-hand side of the application.
- Select a customer from the panel to interact with their details.
- Click on the customer's title to view and manage their information.
- Edit or delete customer details using the navigation bar within the interaction panel.
Enhancements planned for future iterations:
- Develop an interaction pane and functionality for both administrators and customers to facilitate communication.
- Write comprehensive tests for both Rails and React components to ensure application stability and reliability.