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crm-erp-tool's Introduction

ERP & CRM Software

Software Stack

The ERP & CRM application is built on the MERN stack, which includes Node.js, React.js, Redux, Express.js, MongoDB, and Ant Design (AntD).

User Management

  • Allows administrators to create, edit, and delete user accounts.
  • Implements role-based access control to manage user permissions.
  • Provides authentication and authorization mechanisms to ensure secure access.

Customer Relationship Management (CRM)

  • Enables users to create and manage contact records for leads, prospects, and customers.
  • Implements lead generation and qualification functionalities to track potential sales opportunities.
  • Provides tools for managing customer communication history, including emails, calls, and meetings.
  • Allows users to schedule appointments and send notifications or reminders to customers.

Sales Management

  • Allows users to create and manage sales orders, associating them with specific customers.
  • Implements inventory tracking to check product availability and update stock levels after each sale.
  • Generates invoices and handles payment integration with popular payment gateways.
  • Provides dashboards and reports to monitor sales performance and analyze trends.

Purchase Management

  • Allows users to create and manage purchase orders, specifying the quantity and desired products.
  • Tracks supplier information and manages supplier relationships.
  • Receives goods and updates inventory levels accordingly.
  • Handles purchase invoices and payments to suppliers.

Inventory Management

  • Provides tools to manage and track inventory levels, including stock transfers and adjustments.
  • Sets up automatic notifications for low stock levels and generates purchase orders when restocking is required.
  • Offers barcode scanning capabilities for efficient inventory management.
  • Enables users to categorize products, define attributes, and set pricing information.

Financial Management

  • Implements a general ledger system to track financial transactions, including expenses and revenue.
  • Manages accounts receivable and accounts payable, including invoicing and payment tracking.
  • Generates financial reports, including balance sheets and income statements.
  • Integrates with popular accounting software for seamless financial management.

Project Management

  • Provides project management capabilities, allowing users to create and track projects.
  • Assigns tasks to team members, sets deadlines, and monitors progress.
  • Allocates resources and tracks project expenses.
  • Offers collaboration features such as document sharing and real-time communication.

Reporting and Analytics

  • Generates comprehensive reports and analytics on various aspects of the business.
  • Provides customizable dashboards to monitor key performance indicators (KPIs).
  • Allows users to define custom reports based on specific requirements.
  • Implements data visualization techniques to present information in a visually appealing manner.

Integration and Customization

  • Enables integration with popular third-party applications or APIs, such as email marketing tools or CRM platforms.
  • Allows customization of the app's functionality and appearance based on specific business needs.
  • Provides an API or webhooks to facilitate data exchange between the ERP & CRM app and other systems.

User-friendly Interface

  • Designs an intuitive, responsive, and user-friendly interface using React.js and Ant Design.
  • Implements easy-to-use navigation menus, search functionalities, and filters.
  • Ensures a consistent and visually appealing UI across different devices and screen sizes.

crm-erp-tool's People

Contributors

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