🚀 Mini CRM System

Modern Lead & Customer Relationship Management Platform

Manage leads, sales pipelines, tasks, follow-ups, notes, and CRM insights from one modern and responsive workspace.

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📖 Overview

Mini CRM System is a modern full-stack Customer Relationship Management application designed to help users manage leads, sales pipelines, tasks, follow-ups, notes, and customer activities from a single workspace.

The application combines a responsive dark glassmorphism frontend with a NestJS REST API, Prisma ORM, and PostgreSQL database.

The platform provides secure authentication, user-specific CRM data, lead pipeline management, Kanban workflow, task tracking, follow-up scheduling, dashboard analytics, and data-driven CRM insights.

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✨ Features

🔐 Authentication

• User Registration
• Secure Login
• JWT Authentication
• Password Hashing with bcrypt
• Protected Routes
• User-specific Data Access
• Authentication State Management
• Logout
• Form Validation
• Password Validation
• Loading & Error States

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👥 Lead Management

• Add New Leads
• View Leads
• Edit Leads
• Delete Leads
• Lead Status Management
• Lead Details
• User-specific Leads
• Persistent Database Storage
• Sales Pipeline Management

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📊 Dashboard

• Total Leads
• New Leads
• Qualified Leads
• Win Rate
• Pending Tasks
• Upcoming Follow-ups
• Leads by Pipeline Stage
• Leads Created Over Time
• Real Database Statistics

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🗂️ Kanban Pipeline

• Visual Sales Pipeline
• Status-based Lead Columns
• Drag & Drop Lead Management
• Lead Status Updates
• Persistent Status Changes
• Easy Sales Workflow

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📋 Task Management

• Create Tasks
• Edit Tasks
• Delete Tasks
• Task Due Dates
• Pending Tasks
• In Progress Tasks
• Completed Tasks
• Overdue Tasks
• Task Status Management
• Persistent Task Data

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📅 Follow-ups

• Schedule Follow-ups
• Select Associated Lead
• Add Follow-up Remarks
• Upcoming Follow-ups
• Overdue Follow-ups
• Completed Follow-ups
• Follow-up Status Tracking
• User-specific Follow-ups

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📝 Lead Notes

• Add Notes to Leads
• View Lead Notes
• Manage Lead Activities
• Protected Notes API
• User Ownership Validation
• Persistent Note Storage

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🤖 CRM Insights

• Pipeline Summary
• Lead Statistics
• Task Insights
• Follow-up Insights
• Priority-based Suggestions
• CRM Activity Analysis
• Real-time CRM Data Analysis

CRM Insights are generated from the application's own CRM data and do not require an external AI API key.

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🎨 Modern UI/UX

• Dark Glassmorphism Design
• Modern Dashboard
• Gradient Accents
• Glass Cards
• Responsive Navigation
• Animated UI Elements
• Interactive Modals
• Toast Notifications
• Loading States
• Empty States
• Error States
• Responsive Forms
• Modern Native Dropdowns

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📱 Responsive Design

• Desktop Friendly
• Tablet Friendly
• Mobile Responsive
• Responsive Navigation
• Responsive Modals
• Adaptive Layouts

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🛠 Tech Stack

Category	Technologies
Frontend	HTML5, CSS3, JavaScript
Backend	Node.js, NestJS, TypeScript
API	REST API
ORM	Prisma
Database	PostgreSQL
Authentication	JWT + bcrypt
Validation	class-validator
Styling	Custom CSS + Glassmorphism
Version Control	Git & GitHub
Deployment	Render

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📂 Folder Structure

Mini-CRM-System
│
├── assets
│   └── screenshots
│       ├── 1.png
│       ├── 2.png
│       ├── 3.png
│       ├── 4.png
│       ├── 5.png
│       ├── 6.png
│       └── 7.png
│
├── backend
│   │
│   ├── prisma
│   │   ├── migrations
│   │   └── schema.prisma
│   │
│   ├── src
│   │   ├── ai
│   │   ├── auth
│   │   ├── leads
│   │   ├── tasks
│   │   ├── notes
│   │   ├── followups
│   │   ├── prisma
│   │   ├── app.module.ts
│   │   └── main.ts
│   │
│   ├── .env.example
│   ├── package.json
│   └── tsconfig.json
│
├── frontend
│   │
│   ├── js
│   │   ├── ai.js
│   │   ├── api.js
│   │   ├── app.js
│   │   ├── auth.js
│   │   ├── config.js
│   │   ├── dashboard.js
│   │   ├── followups.js
│   │   ├── kanban.js
│   │   ├── leads.js
│   │   ├── nav-shell.js
│   │   ├── shell.js
│   │   └── toast.js
│   │
│   ├── index.html
│   ├── register.html
│   ├── dashboard.html
│   ├── leads.html
│   ├── kanban.html
│   ├── actions.html
│   ├── followups.html
│   └── style.css
│
└── README.md

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🔒 Security

The application implements:

JWT Authentication
Password Hashing with bcrypt
Protected API Routes
User Ownership Validation
User-specific Database Queries
Server-side Validation
Environment Variables for Secrets
Protected CRM Resources
🚀 Deployment
Frontend / Application

Hosted using:

Render

Backend

NestJS REST API

Database

PostgreSQL

Source Code

GitHub

Repository:

https://github.com/khushi443/Mini-CRM-System

Live Application:

https://mini-crm-system.onrender.com

🎯 Future Improvements
Email Notifications
Advanced CRM Analytics
Role-based Access Control
Team Workspaces
CSV Import / Export
Advanced Search & Filtering
Activity Timeline
Calendar Integration
Automated Reminders
Advanced AI-powered CRM Insights
API Documentation with Swagger
Automated Testing
🤝 Contributing

Contributions are welcome!

1. Fork the repository
2. Create a feature branch
git checkout -b feature/NewFeature
3. Commit your changes
git commit -m "Added new feature"
4. Push your branch
git push origin feature/NewFeature
5. Open a Pull Request
👩‍💻 Developer

Khushi Singh

🌐 Portfolio

https://khushi443.github.io/khushi-portfolio/

💼 LinkedIn

https://www.linkedin.com/in/khushiiisingh/

💻 GitHub

https://github.com/khushi443

⭐ Support

If you found this project useful, please consider giving it a ⭐ on GitHub.

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🚀 Manage • Track • Convert • Grow

Made with ❤️ by Khushi Singh