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Mid-level CRM for enterprises and contractors to level their client relationships

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CRM System

Project Overview

The CRM (Customer Relationship Management) system is designed to help business owners manage their customer relationships effectively. This project showcases a full-stack solution with a focus on security, scalability, and comprehensive business management features.

Key Technologies

  • Frontend: React, TypeScript, TailwindCSS, Radix UI
  • Backend: Express.js, Node.js
  • Database: PostgreSQL with Drizzle ORM
  • Authentication: Passport.js with session management
  • Validation: Zod schema validation
  • Security: Scrypt password hashing, Rate limiting, CSRF protection

Security Measures

  • Cryptographic password hashing: Using scrypt for secure password storage.
  • Rate limiting: To prevent brute force attacks.
  • Secure session management: Ensuring data privacy and protection.
  • Input validation: Zod schema validation on all endpoints.
  • Role-based access control: Admin features protected by role-based permissions.
  • Environment variables protection: Through Replit Secrets.
  • CSRF protection: Implemented through session tokens.

Key Features for Contractors/Clients

Lead Management

  • Status tracking
  • Company information
  • Contact details
  • Notes functionality
  • Lead pipeline management

Contact Management

  • Comprehensive contact profiles
  • Company affiliations
  • Communication history
  • Contact categorization

Task Management

  • Due date tracking
  • Task completion status
  • Task descriptions
  • Task prioritization

Security Features

  • User-specific data isolation
  • Role-based permissions
  • Secure authentication
  • Rate-limited API endpoints

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Mid-level CRM for enterprises and contractors to level their client relationships

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