Customer Relationship Management System with React, Node.js, and MySQL

CRM (Customer Relationship Management) is a system or strategy used to manage interactions with customers and streamline sales, marketing, and service processes.

I knew that to get it right, I was going to have to replicate the conditions of a seamless communication system, so I grabbed my React tools, set up a MySQL database, styled the UI with Tailwind CSS, and got to work.

Customer Relationship Management

This project is a Customer Relationship Management (CRM) system developed using React for the front-end, MySQL for the database, and Tailwind CSS for the user interface. The system provides a robust login and registration module that supports multiple companies, each with multiple users, ensuring role-based access control.

Key Features

Role-Based Access Control

• Admin:
  • Perform all operations, including adding, editing, updating, and deleting users, clients, and data entries.
• Users:
  • Restricted access to specific operations such as viewing and adding entries based on admin-defined permissions.

Client Management

• Add, edit, update, and delete client details.
• Manage shipping information, including:
  • Ship-from and ship-to addresses.

Inquiry Master Module

• Handle inquiries linked to specific clients with detailed records, including:
  • Product details
  • Shipping details
  • Pricing adjustments and more
• Features include:
  • Selecting multiple products
  • Options for price adjustments, quantity modifications, discounts, and GST selection based on predefined masters.

Master Data Management

• Centralized control for:
  • Product data
  • Pricing options
  • GST rates
  • Other essential configurations for seamless integration across modules.

Benefits

This CRM system offers a comprehensive solution for companies to streamline their client and inquiry management processes, ensuring flexibility, security, and efficiency.