igorpiatkov/crm

Customer relationship management Website In Mern Stack

CRM Project

Welcome to the CRM project by OSP Foundation - an open-source Customer Relationship Management system designed to manage customers with robust features.

Overview

This CRM project is open source and designed to provide a feature-rich solution for effective customer management.

Features Under Development

• Customer Management:

  • Manage individual customers ("People") with detailed information such as contact details and preferences.
  • Organize and maintain information about company clients, facilitating efficient relationship management.

• Modules:

  • Invoice:
    • Create, view, and manage invoices associated with customer transactions.
  • Quote:
    • Generate and manage quotes, including functionalities to track their status.
  • Payment:
    • Handle and track payments related to customer transactions.
  • Expense:
    • Manage and track business expenses incurred during operations.

• Settings:

  • Tax Settings:
    • Configure and manage tax-related information to align with local regulations.
  • Currency Settings:
    • Set and configure the preferred currency for transactions within the CRM.

• Additional Features:

  • Dashboard:
    • Access a centralized dashboard providing key metrics, data, and visualizations related to CRM functionalities.
  • Profile Management:
    • Manage user profiles, including authentication, authorization, and account settings.

For more detailed information about features, check our Projects Page.

Contributing

We invite all contributors to participate in enhancing and improving the CRM project. Your contributions are valuable to make this project even better!

Tech Stacks

The CRM project is built using the following technologies:

• MERN Stack (MongoDB, Express.js, React, Node.js)
• TypeScript
• Tailwind CSS
• SCSS
• React

How to Contribute

1. Fork the repository.
2. Create a new branch for your feature or bug fix.
3. Make your changes and commit them.
4. Push the changes to your fork.
5. Submit a pull request.

For more detailed information, please refer to our Contribution Guidelines.

Running Locally

To run the CRM project locally, follow the instructions provided in our Quick Documentation.

License

This project is licensed under the MIT License.