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A customer relation manager web app with in-app mail sending and automated remainder mail scheduling options.

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ArpitSachan/CRM-with-Node.js-MongoDB

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Customer relation Management (CRM)

Features

  • User Login and Registration - user verification through email functionality.
  • Customer Information Screen - Add/Delete/Update Customer information(Name, email, phone, address, GST No., frequency of automated reminder)
  • CRM Screen - For each of the customer, a contact screen has been made where the user can see the history of past communications. He can add the communications made with timestamp information, conversation information. Also there should be a functionality to directly send mail to the customer from the app itself.
  • Automated mail scheduling - setting up a mail scheduler which sends a mail of the past conversations with the user at a given number of days.

Libraries Used

  • Mongodb databse
  • Authentication using JSONWebToken with email verification.
  • In app mail sending usign nodemailer with automated reminder mail sending with Kue libarary for Job scheduling
  • Winston logger for logging purposes