CRM-Panel, This CRM (Customer Relationship Management) Panel is a web-based application designed to streamline customer interactions and data management for businesses. It offers a hierarchical system with three distinct user roles
Welcome to CRM-Panel:
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Admin: The Admin has full control over the CRM panel, including the ability to manage users, configure settings, and oversee all data. Admins can create and manage sub- admin accounts and have access to all user data and interactions.
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Sub-Admins: Sub-Admins assist the Admin in managing the CRM system. They have access to most of the features and data but may have some restrictions based on the permissions set by the Admin. Sub-Admins can manage users, handle customer data, and generate reports.
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Users: Users are typically sales representatives or customer service agents who interact directly with customers. They have access to customer data relevant to their tasks and can update information, track customer interactions, and manage their daily activities within the CRM.
- User Management: Admins can create, edit, block and delete user accounts, including assigning roles and permissions.
- Customer Data Management: Centralized storage of customer information with easy access for users, ensuring all interactions and data are logged and easily retrievable.
- Reporting and Analytics: Generate detailed reports on customer interactions, sales performance, and more, helping the team to make data-driven decisions.
- Role-Based Access Control: Secure the CRM by assigning role-based permissions to ensure that users only access the data and features they need.
- Interactive Dashboard: A user-friendly dashboard that provides an overview of key metrics and activities, tailored to the user's role within the system.
https://crm-admin-main.vercel.app/admin/login
https://crm-admin-main.vercel.app/subAdmin/login
https://crm-admin-main.vercel.app/login
Instructions for setting up project locally. To get a local copy up and running follow these simple example steps.
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Client folder path
cd client/ -
Server folder path
cd server/ -
Clone the repo
git clone https://github.com/Krishna11118/CRM-Panel.git
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Install NPM packages
npm install
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To start Server
npm run server
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To start Client
npm start
This CRM panel is designed to enhance efficiency and improve customer relationship management within organizations by providing a clear, role-based structure for managing customer data and interactions.
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If you have a suggestion that would make this better, please fork the repo and create a pull request. You can also simply open an issue with the tag "enhancement".
Don't forget to give the project a star! 
Krishna- krishnassss365@gmail.com - @LinkedIn
Project Link: https://github.com/Krishna11118/CRM-Panel
Use this space to list resources you find helpful and would like to give credit to. I've included a few of my favorites to kick things off!
- Completely free (MIT)! See LICENSE.md for more. License