- Create a new directory for your project.
- Initialize a Node.js project using
npm init
. - Install necessary dependencies, such as Express, Mongoose, and other libraries, using
npm install
.
- Choose a database for your CRM system (e.g., MongoDB).
- Set up a connection to the database using a MongoDB driver or an ORM like Mongoose.
- Define your data models, such as User, Customer, Lead, etc., using Mongoose schemas.
- Implement user registration and login functionality using packages like Passport.js or JWT (JSON Web Tokens).
- Store user information securely in the database, including hashed passwords.
- Set up Express routes to handle various operations like creating, updating, and deleting customers, leads, etc.
- Implement authentication middleware to ensure that only authenticated users can access protected routes.
- Create controller functions for each route to handle the business logic.
- These functions will interact with the database models to perform CRUD (Create, Read, Update, Delete) operations.
- Create appropriate views using HTML, CSS, and JavaScript frameworks like React, Angular, or Vue.js.
- Use AJAX or fetch API to send requests to your Express routes and display the retrieved data on the front end.
- Implement features like search functionality, sorting, filtering, pagination, etc.
- Create analytics and reporting tools to track sales, customer interactions, etc.
- Add email integration, notifications, and reminders for tasks, appointments, etc.
- Write unit tests to ensure the reliability of your code.
- Deploy your CRM system to a hosting provider or a cloud platform like Heroku or AWS.
- Configure your deployment environment and set up continuous integration and deployment (CI/CD) pipelines if needed.