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Refine CRM Web Application

This is the Refine CRM Web-App built with a Modern UI/UX using Refine, Typescript, React JS, TailwindCSS, Antd, Vite, NestJS, DayJS, DND Core, GraphQL and Vercel for Hosting. It encompasses all modern UX Practices, follows a stringent and well-organised File Structure, uses Typescript components, Tailwind for styling, and Next JS for Client/Server side rendering, serverless route handling, metadata, SEO. Three types of data fetching SSR, SSG. Refine & GQL API, using for route handling, Providers and DB. Vercel has also been used for hosting and deployment. Uses all CRUD actions for Company, & Task Creation. On th Home page, there is a Dashboard which uses predefined GQL data to display the companies, contact, pipeline, events, deals, latest activity and uses the capability of GQL to define graphs with Y & X Axis, in a very modern manner which shows the Deals Won or Lost. It also has a Companies page, which lists all the relevant companies added to the CRM or you can add a Company to the CRM, with the contact, the potential deal amount and the ability to view, update and delete these companies too. Additionally implemented, Kanban Board, with live refresh hosted by Refine which acts as a live project manager with multiple project stages the ability to create project cards, assign them to a user, add description, date, time of completion and assign it to the correct progress point with a drag and drop, which then updates the GQL db, live and in the background hosted by Refine.

This Refine project was generated with create refine-app.

Desktop View

Refine Gif

Built with & Features:

  • React JS
  • Typescript ts & tsx
  • Ant D
  • TailwindCSS
  • Refine and Refine Dev Core
  • Vite
  • NestJS
  • DayJs
  • DND Core
  • Refine Auth Provider
  • GraphQL TS for Data Storage, Management and API
  • Typescript Components
  • Typescript Type Syntax
  • Vercel for Hosting
  • Improve or Change

    Next Step would be to implement further CRM Pages such as Sales Person Tracking, Deals Won or Lost, prospecting outreach and such email tracking.

    Providers

    - **NestJS Query Data Provider** [Docs](https://refine.dev/docs/core/providers/data-provider/#overview) - **Ant Design** [Docs](https://refine.dev/docs/ui-frameworks/antd/tutorial/) - **React Router** [Docs](https://refine.dev/docs/core/providers/router-provider/) - **Custom Auth Provider** [Docs](https://refine.dev/docs/core/providers/auth-provider/)

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