LeadFlow - CRM for Freelancers

preview.mp4

📖 Description

A custom CRM platform designed specifically for freelancers to organize leads, track their progress, and make data-driven decisions through comprehensive analytics with the assistance of AI.

📊 Features

• AI-powered Insights & Messages
• Sort & Filter Leads
• Export to CSV
• Visualize Data with Charts

🛠 Tech Stack

🔥 Getting Started

📦 Installation

git clone git@github.com:227Faddi/leadflow.git

• Client

cd client

npm install

• Server

cd server

npm install

⚙️ Environment Variables

• Client

Create a .env file in the root directory of your project and fill in the following values:

VITE_SERVER_URL=your_server_url
VITE_GUEST_EMAIL=your_guest_email
VITE_GUEST_PASSWORD=your_guest_password

• Server

Gemini: https://ai.google.dev/gemini-api/docs/api-key
Google: https://console.cloud.google.com
Github: https://github.com/settings/developers
Cloudinary: https://cloudinary.com
DiceBear: https://www.dicebear.com

Create a .env file in the root directory and fill in the following values:

# Server Configuration
SERVER_PORT=your_server_port
CLIENT_URL=your_client_url
NODE_ENV=your_node_environment

# Database Configuration
DB_NAME=your_database_name
DB_USER=your_database_user
DB_PASSWORD=your_database_password
DB_HOST=your_database_host
DB_PORT=your_database_port

# Gemini API
GEMINI_API_KEY=your_gemini_api_key

# Google OAuth
GOOGLE_CLIENT_ID=your_google_client_id
GOOGLE_CLIENT_SECRET=your_google_client_secret
GOOGLE_CALLBACK_URL=your_google_callback_url

# GitHub OAuth
GITHUB_CLIENT_ID=your_github_client_id
GITHUB_CLIENT_SECRET=your_github_client_secret
GITHUB_CALLBACK_URL=your_github_callback_url

# Cloudinary
CLOUDINARY_CLOUD_NAME=your_cloudinary_cloud_name
CLOUDINARY_API_KEY=your_cloudinary_api_key
CLOUDINARY_API_SECRET=your_cloudinary_api_secret

# Avatar Service
AVATAR_DICEBEAR_URL=your_avatar_dicebear_url

# Guest Profile
GUEST_PROFILE_ID=your_guest_profile_id

# JWT Authentication
JWT_ACCESS_TOKEN_SECRET=your_access_token_secret
JWT_REFRESH_TOKEN_SECRET=your_refresh_token_secret
JWT_ACCESS_TOKEN_EXPIRATION=your_access_token_expiration
JWT_REFRESH_TOKEN_EXPIRATION=your_refresh_token_expiration
JWT_REFRESH_TOKEN_MAX_AGE=your_refresh_token_max_age

▶️ Running the Project

• Client

cd client

npm run dev

• Server

cd server

npm run dev

🚀 CI/CD Setup

The project includes a CI/CD pipeline using GitHub Actions to automate deployment.

1. Navigate to your repository on GitHub.

2. Go to Settings > Secrets and variables > Actions.

3. Click New repository secret and add the following secrets:

VERCEL_ORG_ID=your_vercel_org_id
VERCEL_PROJECT_ID=your_vercel_project_id
VERCEL_TOKEN=your_vercel_token

Once added, GitHub Actions will use these secrets to deploy the project automatically.

More

Explore more of my recent projects on my Portfolio.