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CRM Backend API

A RESTful Customer Relationship Management (CRM) backend built with Express.js and MongoDB. This API helps businesses manage their sales pipeline by tracking contacts, leads, and opportunities through customizable stages.

Live Demo: https://crm-backend-kappa-six.vercel.app

What This App Does

Customer & Lead Tracking

  • Store and manage customer contact information
  • Track leads from various sources (website, referral, campaigns)
  • Monitor lead status progression (New → Contacted → Qualified → Won/Lost)

Sales Pipeline Management

  • Create custom sales pipelines with multiple stages
  • Track opportunities with expected revenue and close dates
  • Assign leads and contacts to sales representatives

Team Collaboration

  • Role-based access (Admin, Manager, SalesRep)
  • Assign contacts and leads to team members
  • Attach notes and files to any record

Automated Notifications

  • Email alerts for new assignments
  • Daily reminders for upcoming opportunity close dates

Tech Stack

  • Backend: Node.js, Express.js
  • Database: MongoDB (Mongoose)
  • Auth: JWT, bcryptjs
  • Email: Nodemailer
  • Validation: Joi

Author

Rehman Naveed - Full Stack Web Developer - LinkedIn

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