AgencyCRM: Real Estate Agency Management System

AgencyCRM is a comprehensive management system designed to streamline the processes of real estate agencies. It provides a centralized platform for managing various aspects of real estate operations, including lead management, analytics, project and inventory management, task management, notifications, role-based authentication, client and employee management, invoices and cashflow management, approvals management, and more.

Key Features

• Lead Management: Efficiently capture, track, and manage leads throughout the sales pipeline.
• Analytics: Gain valuable insights into key performance metrics and trends with powerful analytics tools.
• Project, Society, and Inventory Management: Organize and manage projects, societies, and inventory listings with ease.
• Task Management: Assign tasks, track progress, and ensure timely completion of projects and assignments.
• Notifications: Stay informed with real-time notifications for important updates, reminders, and events.
• Role-based Authentication: Control access and permissions with role-based authentication and authorization.
• Client Management: Maintain detailed records of clients, including contact information, preferences, and interactions.
• Employee Management: Manage employee information, schedules, roles, and performance evaluations.
• Invoices and Cashflow Management: Generate invoices, track payments, and manage cashflow effectively.
• Approvals Management: Streamline approval processes for various transactions, contracts, and documents.
• Other Features: Additional features include document management, calendar integration, reporting tools, and events.

Tech Stack

• Frontend:

  • React.js
  • Material UI
  • Tailwind CSS

• Backend:

  • Node.js
  • Express.js
  • MongoDB

Installation and Setup

1. Clone the Repository: Use git clone to clone this repository to your local machine.

   git clone

2. Install Dependencies There are two main directories inside this project: client for the frontend and server for the backend. You'll need to install dependencies for both.

a. Frontend (Client)

Navigate to the client directory:

cd React-Node-Test/client

Install the required dependencies using npm:

npm install --legacy-peer-deps

Start the frontend development server:

npm run dev

b. Backend (Server)

Navigate to the server directory:

cd React-Node-Test/server

Install the backend dependencies:

npm install --legacy-peer-deps

Start the backend development server:

npm run dev

3. Configure Environment Variables In both the client and server directories, create a .env file in the root directory. Define the necessary environment variables for both the frontend and backend. Samples can be found in .env.example file

4. Start the Development Server:

   • After installing dependencies and configuring environment variables, start the development server:

     npm start

   • The application will be accessible at http://localhost:3000 in your web browser.

Usage

1. Login and Authentication:

   • Use the provided login credentials or create a new account to access the system.
   • Authenticate users based on their roles and permissions.

2. Lead Management:

   • Capture and manage leads through the sales pipeline.
   • Track lead status, interactions, and conversion metrics.

3. Project and Inventory Management:

   • Organize and manage projects, societies, and inventory listings.
   • Maintain detailed records of properties, units, and amenities.

4. Task Management:

   • Assign tasks, set deadlines, and track progress.
   • Collaborate with team members and allocate resources efficiently.

5. Invoices and Cashflow Management:

   • Generate invoices, track payments, and manage cashflow.
   • Monitor revenue, expenses, and financial performance.

6. Notifications and Alerts:

   • Receive real-time notifications for important updates, reminders, and events.
   • Stay informed and proactive in managing tasks and deadlines.

7. Reports and Analytics:

   • Generate reports and analyze key performance metrics.
   • Gain insights into sales performance, customer behavior, and market trends.

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