ivajkin / crm

CRM System Checklist

Setting up the Project:

• 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.

Database Configuration:

• 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.

User Authentication:

• 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.

Create Routes:

• 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.

Build Controllers:

• 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.

Front-End Development:

• 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.

Additional Features:

• 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.

Testing and Deployment:

• 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.