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Customer Relationship Management System

This project is a Customer Relationship Management (CRM) system designed to manage clients and customers, keep track of their progress, and handle various customer-related tasks. The application includes features to add, delete, mark important customers, and schedule meetings.

Features

  • Customer Management: Add, delete, and update customer details.
  • Progress Tracking: Keep track of customer progress and interactions.
  • Scheduling: Schedule and manage meetings with customers.
  • Prioritization: Mark important customers for easy reference.
  • Integrated Features: All features are seamlessly integrated within the application.

Tech Stack

  • Frontend: React
  • UI Library: Ant Design
  • Backend: Python
  • Database: SQL

Setup

Prerequisites

  • Node.js and npm installed
  • Python 3.x installed
  • XPSQL installed and configured
  • Virtual environment (optional but recommended)

Installation

  1. Clone the repository:

    git clone https://github.com/yourusername/crm-system.git
cd crm-system

  2. Setup the backend:

    cd backend
python3 -m venv venv
source venv/bin/activate   # On Windows use `venv\Scripts\activate`
pip install -r requirements.txt

  3. Configure the database: Ensure XPSQL is installed and properly configured. Update the database configuration in your backend settings.

  4. Run the backend server:

    python app.py   # or the entry-point file you have

  5. Setup the frontend:

    cd ../frontend
npm install

  6. Run the frontend:

    npm start

Usage

Once both the backend and frontend servers are running, you can access the application via your web browser. Use the interface to manage customer details, track their progress, schedule meetings, and prioritize important customers.

Contributing

Contributions are welcome! Please submit a pull request or open an issue to discuss any changes.

CRM.mp4