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