Introduction

React-based CRM dashboard featuring comprehensive authentication, antd charts, sales management, and a fully operational kanban board with live updates for real-time actions across all devices.

Tech Stack

• React.js
• TypeScript
• GraphQL
• Ant Design
• Refine
• Codegen
• Vite

Features

👉 Authentication: Seamless onboarding with secure login and signup functionalities; robust password recovery ensures a smooth authentication experience.

👉 Authorization: Granular access control regulates user actions, maintaining data security and user permissions.

👉 Home Page: Dynamic home page showcases interactive charts for key metrics; real-time updates on activities, upcoming events, and a deals chart for business insights.

👉 Companies Page: Complete CRUD for company management and sales processes; detailed profiles with add/edit functions, associated contacts/leads, pagination, and field-specific search.

👉 Kanban Board: Collaborative board with real-time task updates; customization options include due dates, markdown descriptions, and multi-assignees, dynamically shifting tasks across dashboards.

👉 Account Settings: Personalized user account settings for profile management; streamlined configuration options for a tailored application experience.

👉 Responsive: Full responsiveness across devices for consistent user experience; fluid design adapts seamlessly to various screen sizes, ensuring accessibility.

and many more, including code architecture and reusability

Quick Start

Follow these steps to set up the project locally on your machine.

Prerequisites

Make sure you have the following installed on your machine:

• Git
• Node.js
• npm (Node Package Manager)

Cloning the Repository

git clone https://github.com/Darshit02/CRM_dashboard
cd refine_dashboard

Installation

Install the project dependencies using npm:

npm install

Running the Project

npm run dev

Open http://localhost:5173 in your browser to view the project.