EasyCRM - Website
Brief Description
- EasyCRM website is a User basd CRM Application where Admin, Manager and Employee have access to different functionality.
- Whenever Admin/ Manager creates any user, status of user will be "InActive" and a account activation link will be mailed to users mail
- User can activate account by clicking on account activation link and after that user can start using CRM APP
- User can create Lead, contact and Service Request
Manager - All of User Features plus can create User
- Create and delete- Leads,Contact and service Request created by all Users under him/her
Admin - All of User Features plus
- User created By Managers
- Leads,Contact and service Request created by all Users and Managers
Payment - RazorPay Payment gateway is used to generate sharable payment link using which user can pay for services.Once the user pays service amount, details of payment will be sent to Payment gateway to check authenticity of signature and payment ID. Once authenticated success page will be shown to user
Payment Method:
Select Net Banking -> select any Bank -> click on Pay button -> click on success
For payment phone :- 1234567890 and email - test@test.com
NOTE:- As app is using dummy emails payment link will be shown in popup
Short tech summary
- Implemented authentication,authorization using Json Web Token for login,along with CRUD features.
- Integrated payment gateway by RazorPay API to collect service and display transaction status.
- Implemented MongoDB ChangeStream for push notification to admin about payments
Features
User features
- For using this CRM user has to activate his account by clicking on the link received in the mail after user is created in system by Manager/Admin
- Can create lead or delete Lead
- Can mark lead as contact and delete contact
- Can Generate payment link and share with customer
- Can create new service request and close service request
Manager Features
- All of User Features plus.
- View all user created By him/her Managers
- Delete users created By him/her
- Leads,Contact and service Request created by all Users under him/her
Admin features
- All of User Features plus.
- Delete users any user of the system
- View all user created By all Managers
- Leads,Contact and service Request created by all Users and Managers
- Generate and close service request for all contacts
Tech Used
- ReactJS
- ExpressJS
- NodeJS
- MongoDB and MongoDB ChangeStream
- Socket.io - for Push Notification
- RazorPay Payment Gateway for Payment Integration - Sharable Payments Link is used
