Nexus CRM Platform
A comprehensive, enterprise-grade Customer Relationship Management platform designed for small and medium enterprises, providing unified management of customers, sales pipeline, deals, tasks, employees, and revenue analytics with real-time dashboard monitoring, Kanban-style pipeline management, and comprehensive business intelligence.
Use Cases
Sales teams can manage customer relationships from initial lead contact through deal closure, tracking all interactions, managing deal stages, and monitoring sales performance. The customer management interface enables teams to view customer lists, search and filter customers, view detailed customer profiles, create new customer records, update customer information, and track customer status changes. The Kanban-style sales pipeline enables sales teams to visualize deals across different stages, drag and drop deals between stages, create new deals, assign deals to team members, track deal values and probabilities, and monitor pipeline health. Customer success teams can track all customer interactions through the activity logging system, recording notes, calls, emails, and meetings with timestamps and author attribution. The task management system enables teams to create tasks, assign tasks to team members, set due dates, associate tasks with customers, track task completion, and view tasks in calendar format. Managers can monitor team performance through the employee management interface, view employee profiles, assign roles and permissions, and track employee activities. The revenue analytics dashboard provides comprehensive business intelligence with revenue trends, deal analysis, performance metrics, and visual charts for data-driven decision making. The dashboard provides real-time overview of key business metrics including total revenue, customer count, deals in pipeline, pending tasks, recent activities, and upcoming deadlines. Teams can view detailed customer profiles with associated deals, tasks, and activities, providing complete customer relationship history. The pipeline management enables teams to track deal progression, identify bottlenecks, monitor deal values, and forecast revenue. The task calendar provides visual scheduling of tasks with due dates, enabling teams to plan and prioritize work effectively. Perfect for sales teams managing complex sales processes, customer success teams tracking customer relationships, managers monitoring business performance, and organizations needing centralized visibility into customer relationships, sales opportunities, and business operations.
Key Features
- Customer Relationship Management
- Customer Profile Management
- Customer Search and Filtering
- Customer Status Tracking (LEAD, CUSTOMER, ARCHIVED)
- Customer Tags and Notes Management
- Sales Pipeline Management
- Kanban-Style Deal Tracking
- Drag-and-Drop Deal Stage Management
- Deal Value and Probability Tracking
- Deal Stage Progression (NEW, QUALIFIED, PROPOSAL, NEGOTIATION, CLOSED_WON, CLOSED_LOST)
- Task Management System
- Task Creation and Assignment
- Task Due Date Tracking
- Task Completion Status
- Task Calendar Visualization
- Employee Management
- User Profile Management
- Role-Based Access Control (USER, ADMIN, MANAGER)
- Employee Activity Tracking
- Activity Logging System
- Customer Interaction Tracking
- Activity Types (NOTE, CALL, EMAIL, MEETING, SYSTEM)
- Activity Timestamps and Author Attribution
- Revenue Analytics Dashboard
- Revenue Trend Visualization
- Deal Analysis and Metrics
- Business Intelligence Charts
- Performance Metrics Tracking
- Real-Time Dashboard Overview
- Key Metrics Display (Revenue, Customers, Deals, Tasks)
- Recent Activities Feed
- Upcoming Tasks Display
- Modern Responsive User Interface
- Dark Theme Support
- Tailwind CSS Styling
- Type-Safe Frontend with TypeScript
- GraphQL API with Apollo Server
- MySQL Database with Prisma ORM
- Component-Based Architecture
- Client-Side Routing with React Router
- Apollo Client Data Fetching and Caching
Architecture
Built with React 18.2+ and TypeScript 5.9+ for a modern, type-safe frontend experience following component-based architecture principles with clean separation of concerns. The frontend uses Vite 7.2+ as the build tool providing fast development experience with hot module replacement and optimized production builds. The UI is styled with Tailwind CSS 3.3+ providing a modern, responsive design system with dark theme support, smooth animations, and accessible components. Client-side routing is handled with React Router 6.20+ enabling single-page application navigation with nested routes and route parameters. State management uses React Context API for global application state and Apollo Client for server state management with automatic caching and real-time updates. The frontend architecture follows React best practices with functional components, React hooks for state and side effects, component composition, and proper prop typing. The backend is built with Node.js and Apollo Server 4.9+ providing high-performance GraphQL API services with type-safe schema definitions and resolver functions. The GraphQL API implements comprehensive type system with User, Customer, Deal, Task, and Activity types, providing queries for data fetching and mutations for data modification. The database layer uses Prisma 5.7+ as the ORM with MySQL for production deployments, providing type-safe database access, automatic schema generation, and migration management. The Prisma schema defines comprehensive data models with relationships between users, customers, deals, tasks, and activities, enabling complex queries and data integrity. The backend implements GraphQL resolvers with Prisma queries for efficient database operations, proper error handling, and data validation. The architecture uses Apollo Client's InMemoryCache for efficient client-side caching, reducing network requests and improving performance. API communication uses GraphQL queries and mutations with Apollo Client's automatic request batching and caching strategies. The platform implements CORS-enabled cross-origin resource sharing for secure API access from the frontend. The frontend components are organized into pages for route components, components for reusable UI elements, lib for utilities and API configuration, and context for global state management. The backend services are organized into schema for GraphQL type definitions, resolvers for business logic, and db for database connection. The platform is deployed using Railway with automated CI/CD, supporting both frontend and backend services. The frontend uses Vite for development and production builds with optimized asset bundling and code splitting. The backend uses ts-node for TypeScript execution with nodemon for development hot-reloading. The architecture supports horizontal scaling through stateless API design and implements proper error handling, logging, and monitoring capabilities.
Security & Performance
Security is implemented through multiple layers including CORS-enabled API access with configurable origin policies, secure GraphQL endpoint design with proper query and mutation handling, and input validation throughout the application. The platform implements secure database access through Prisma ORM with parameterized queries preventing SQL injection attacks. The backend uses Apollo Server's built-in security features including GraphQL query depth limiting, query complexity analysis, and proper error handling without exposing sensitive information. The frontend implements secure API communication with Apollo Client's automatic request handling, proper error handling, and user-friendly error messages. The platform supports environment-based configuration with secure defaults, allowing API URLs, database connections, and service endpoints to be configured through environment variables. Database connections use secure connection strings with MySQL for production, and the platform implements proper SQL injection prevention through Prisma ORM. User authentication and authorization can be extended with role-based access control through the User model's role field (USER, ADMIN, MANAGER). GraphQL queries and mutations include proper input validation and type checking through GraphQL schema definitions. The platform implements proper data validation at both GraphQL schema level and Prisma model level, ensuring data integrity and preventing invalid data entry. Performance is optimized through efficient Apollo Server backend services with GraphQL's query optimization capabilities, allowing clients to request only the data they need. The frontend uses React's efficient rendering with component memoization where appropriate, providing fast page transitions and responsive user experience. Apollo Client's InMemoryCache provides efficient client-side caching, reducing network requests and improving perceived performance. GraphQL queries enable efficient data fetching with selective field selection, reducing payload sizes and improving network performance. The platform implements proper database query optimization with Prisma's efficient query building and connection pooling. The architecture supports horizontal scaling through stateless API design, allowing multiple backend instances to handle increased load. Database operations use Prisma's connection pooling for efficient resource management. The frontend uses Vite's optimized production builds with code splitting, tree shaking, and asset optimization for fast page loads. Apollo Client includes automatic request batching and deduplication, reducing redundant network requests. The platform implements proper error boundaries and loading states for smooth user experience during data fetching operations.
Development & Deployment
The application is built using React 18.2+ with TypeScript 5.9+ for frontend services and Node.js with Apollo Server for backend services. Development workflow uses npm for package management with separate package.json files for frontend and backend, enabling independent dependency management and version control. The frontend uses Vite 7.2+ as the build tool providing fast development experience with hot module replacement, fast refresh, and optimized production builds. The frontend codebase is structured with clear separation between pages (route components), components (reusable UI), lib (utilities and API configuration), context (global state), and assets (static files). Component architecture follows React best practices with functional components, React hooks for state and side effects, proper prop typing with TypeScript, component composition, and efficient rendering patterns. The backend uses Node.js with TypeScript through ts-node for development and production execution, with nodemon for automatic server restart during development. The backend codebase is structured with schema (GraphQL type definitions), resolvers (business logic and data fetching), db (database connection), and index (server entry point). The GraphQL API follows GraphQL best practices with comprehensive type definitions, proper query and mutation design, input validation, and error handling. The database uses Prisma 5.7+ as the ORM with MySQL for production, providing type-safe database access, automatic schema generation, migration management, and database seeding capabilities. Development workflow includes Prisma migrations for schema changes, Prisma Client generation for type-safe database access, and database seeding for initial data. The codebase includes comprehensive TypeScript type definitions ensuring type safety across frontend and backend. The frontend uses React Router for client-side routing with nested routes, route parameters, and programmatic navigation. The platform includes comprehensive component library with reusable UI components (Button, Card) and business components (DashboardCard, TaskSummary, RecentActivity). For production deployment, the application uses Railway's deployment platform with automated CI/CD through GitHub integration, enabling automatic deployments on code pushes. The frontend deployment uses Vite's production build with optimized asset bundling, code splitting, and environment variable configuration. The backend deployment uses ts-node for TypeScript execution with Prisma migrations and database schema synchronization. Railway provides automated environment variable management, database provisioning, and service orchestration. The deployment includes proper error handling, logging, and monitoring capabilities. The platform supports environment-based configuration with VITE_GRAPHQL_URI for frontend API URL and DATABASE_URL for backend database connection. The deployment process includes automatic Prisma Client generation, database migration execution, and schema synchronization. The platform includes comprehensive documentation for setup, development workflow, and deployment procedures.