LATRICS CRM

A comprehensive MERN stack CRM application for managing leads, deals, tenders, and documents.

Tech Stack

Prerequisites

• Node.js 18+
• MongoDB

Installation

# Install server dependencies
cd server
npm install

# Install client dependencies
cd ../client
npm install

Environment Setup

Copy .env.example to .env in the server directory and fill in your MONGO_URI and JWT_SECRET.

Running the Application

Run both the client and server concurrently during development:

# In the server directory
npm run dev

# In the client directory
npm run dev

Features

• Leads Management: BANT scoring, pipeline tracking.
• Deals Kanban: Drag and drop (or visual) pipeline for deals.
• Tenders Table: Management of tenders with specific business logic.
• Dashboard: Live analytics using Chart.js.
• Document Management: Upload and attach documents to leads and deals.
• Data Export: Export records to CSV/JSON.