Customer Relationship Management (CRM) Application

This is a barebones CRM application that consists of a dashboard, customer table, customer page, and public api pages. The styling of the UI is built upon material-dashboard-react.

Getting Started

Installing

Make sure you have Ruby, Bundler and Node.js installed.

1. Install server dependencies bundle install (Note: Make sure to have the same version of Ruby and Rails as the project)
2. Install server dependencies for Heroku (optional)npm install
3. Install client dependencies cd client && npm install (Note: remember to return to root after installation has finished cd..)
4. Start PostgresSQL server (Mac: Postgres.app, Windows: EDBPostgres)
5. Run migrations rake db:create db:migrate db:seed
6. Run the application bin/rake start

Deploying to Heroku

Make sure you have Heroku Toolbelt installed

heroku create <name_of_application>
heroku buildpacks:add heroku/nodejs --index 1
heroku buildpacks:add heroku/ruby --index 2
git push heroku master
heroku run rake db:migrate db:seed
heroku open

System Architecture/Class Diagram:

Layered Architecture

Features

Creating a new customer:

• Features dynamic dashboard components that automatically update based on number of customers and customer status

Writing a customer note:

• The notes component stores notes for specific customer

Change customer status:

• Edit customer information as well as status
• Edited customer status will be reflected in the dashboard

Public API:

Built With

• Frontend: ReactJS
• Backend: Ruby 2.4.0, Rails 5.1.4
• Database: PostgresSQL 10