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Mini CRM Platform

A full-stack MERN CRM application.
The platform enables customer segmentation, campaign management, dashboards, and AI-powered insights.

🌍 Live DemoMini CRM on Render


🚀 Features

  • 🔐 Authentication: Google OAuth 2.0 + JWT-based login
  • 📥 Data APIs: Manage customers, orders & campaigns via secure REST APIs
  • 🎯 Campaign Management:
    • Create campaigns with filters (spend, visits, inactivity)
    • AI-generated message suggestions
    • AI-powered campaign summarization
    • Campaign history with delivery stats
  • 📊 Dashboard:
    • KPIs (Orders, Revenue, Avg Order Value, Top Customer)
    • Orders-over-time chart (Recharts)
    • Top customers table
  • 🎨 UI/UX: Responsive design with sidebar + navbar

🛠️ Tech Stack

  • Frontend: React.js + Vite, TailwindCSS, React Router, Recharts, lucide-react
  • Backend: Node.js, Express.js, MongoDB (Mongoose), JWT, Google OAuth 2.0
  • AI: OpenAI API (Message Suggestions & Summarization)

⚙️ Setup

# 1. Clone repo
git clone [https://github.com/your-username/mini-crm.git](https://github.com/your-username/mini-crm.git)
cd mini-crm

# 2. Backend setup
cd backend
npm install
# Add .env file with MONGO_URI, JWT_SECRET, GOOGLE_CLIENT_ID, GOOGLE_CLIENT_SECRET, OPENAI_API_KEY
npm run dev

# 3. Frontend setup
cd frontend
npm install
npm run dev

Architecture

Frontend (React + Vite + Tailwind) → REST APIs,AI (OpenAI API) → Backend (Node.js + Express) → MongoDB

AI Features

Message Suggestions → 2–3 campaign message variants based on objective Summarization → Converts delivery stats into natural language

⚖️ Known Limitations

Basic authentication flow (Google OAuth + localStorage) AI features depend on OpenAI API (rate limits apply) Simplified filters for audience targeting Vendor delivery API simulated (90% success rate)

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