Anvaya CRM

A full-stack CRM app where you can manage sales leads and sales agents. Built with a React frontend, Express/Node backend, MongoDB database.

🔗 Links

🎥 Demo Video

Watch a 5-minute walkthrough of all major features:
Video Link

🌐 Live Deployment

Access the app here:
anvaya CRM

Quick Start

git clone https://github.com/ravipatelctf/frontend-mp2.git
cd frontend-mp2
npm install
npm run dev

Technologies

• React JS
• React Router
• chart.js
• Node.js
• Express
• MongoDB

Features

Home

• Displays an overview of sales leads.

Lead Listing

• Displays all leads along with the status of the leads.
• “Add New Lead” button opens a form to add new lead.

Lead Details

• View full lead information (status, assigned sales agent, etc)
• "Edit Lead Details" to update name, sales agent, status, tags, etc.
• "Delete Lead" button deletes the lead
• Comment section lists all comments and a input box to add new comments

Agent Listing

• Displays a list of all the sales agent

Reports

• Displays analytics of leads data using charts

📖 API Reference

🌐 lead routes

POST /leads

Description: Add new lead
Sample Request Body:

{
  "name": "Acme Corp",
  "source": "Referral",
  "salesAgent": "68b296da56141baf97cae4b9",
  "status": "New",
  "tags": ["High Value", "Follow-up"],
  "timeToClose": 30,
  "priority": "High"
}

Sample Response Body:

{
    "name": "Acme Corp",
    "source": "Referral",
    "salesAgent": {
        "_id": "68b296da56141baf97cae4b9",
        "name": "Simran Kaur",
        "email": "simran.kaur@anvaya.com",
        "createdAt": "2025-08-30T06:14:50.049Z",
        "updatedAt": "2025-08-30T06:14:50.049Z",
        "__v": 0
    },
    "status": "New",
    "tags": [
        "High Value",
        "Follow-up"
    ],
    "timeToClose": 30,
    "priority": "High",
    "_id": "68c51c3dae07c4dfda4d3e6a",
    "createdAt": "2025-09-13T07:24:45.315Z",
    "updatedAt": "2025-09-13T07:24:45.315Z",
    "__v": 0
}

GET /leads

Description: Get all leads
Sample Response:

[
    {
        "_id": "68b6c7e80df5bff0bec3ff6e",
        "name": "EduKids International",
        "source": "Cold Call",
        "salesAgent": {
            "_id": "68b296d656141baf97cae4b6",
            "name": "Arjun Mehta",
            "email": "arjun.mehta@anvaya.com",
            "createdAt": "2025-08-30T06:14:46.392Z",
            "updatedAt": "2025-08-30T06:14:46.392Z",
            "__v": 0
        },
        "status": "Qualified",
        "tags": [
            "children",
            "educational"
        ],
        "timeToClose": 10,
        "priority": "High",
        "createdAt": "2025-09-02T10:33:12.716Z",
        "updatedAt": "2025-09-02T10:33:12.716Z",
        "__v": 0
    }
]

POST /leads/:id

Description: Update lead details by id
Sample Request Body:

{
    "name": "Indus Fabrics",
    "source": "Website",
    "salesAgent": "68b296d656141baf97cae4b6",
    "status": "New",
    "tags": ["fabrics", "fabrics trader"],
    "timeToClose": 10,
    "priority": "High"
  }

Sample Response Body:

{
    "_id": "68b6c7e80df5bff0bec3ff6e",
    "name": "Indus Fabrics",
    "source": "Website",
    "salesAgent": {
        "_id": "68b296d656141baf97cae4b6",
        "name": "Arjun Mehta",
        "email": "arjun.mehta@anvaya.com",
        "createdAt": "2025-08-30T06:14:46.392Z",
        "updatedAt": "2025-08-30T06:14:46.392Z",
        "__v": 0
    },
    "status": "New",
    "tags": [
        "fabrics",
        "fabrics trader"
    ],
    "timeToClose": 10,
    "priority": "High",
    "createdAt": "2025-09-02T10:33:12.716Z",
    "updatedAt": "2025-09-13T09:56:14.878Z",
    "__v": 0
}

DELETE /leads/:id

Description: Delete a lead by id
Sample Response:

{
    "message": "Lead deleted successfully."
}

🌐 agent routes

POST /agents

Description: Add new agent
Sample Request Body:

{
    "name": "Price Kumar",
    "email": "kumar.price1@anvaya.com"
}

Sample Response Body:

{
    "name": "Price Kumar",
    "email": "kumar.price1@anvaya.com",
    "_id": "68c7a5493880d38922bec4e3",
    "createdAt": "2025-09-15T05:34:01.635Z",
    "updatedAt": "2025-09-15T05:34:01.635Z",
    "__v": 0
}

GET /agents

Description: Get all agents
Sample Response:

[
    {
        "_id": "68b296d656141baf97cae4b6",
        "name": "Arjun Mehta",
        "email": "arjun.mehta@anvaya.com",
        "createdAt": "2025-08-30T06:14:46.392Z",
        "updatedAt": "2025-08-30T06:14:46.392Z",
        "__v": 0
    }
]

DELETE /agents/:id

Description: Delete an agent by id
Sample Response:

{
    "message": "Agent deleted successfully."
}

🌐 comment routes

POST /leads/:id/comments

Description: Add new comment by lead id
Sample Request Body:

{
    "agentId": "68b296da56141baf97cae4bb",
    "commentText": "This is test comment 2."
}

Sample Response Body:

{
    "lead": null,
    "author": {
        "_id": "68b296da56141baf97cae4bb",
        "name": "Rakesh Verma",
        "email": "rakesh.verma@anvaya.com",
        "createdAt": "2025-08-30T06:14:50.250Z",
        "updatedAt": "2025-08-30T06:14:50.250Z",
        "__v": 0
    },
    "commentText": "This is test comment 2.",
    "_id": "68c7a6f93880d38922bec4e7",
    "createdAt": "2025-09-15T05:41:13.188Z",
    "updatedAt": "2025-09-15T05:41:13.188Z",
    "__v": 0
}

GET /leads/:id/comments

Description: Get all comments by lead id
Sample Response:

[
    {
        "_id": "68bc1a125fc9c385a6e7b2a3",
        "lead": null,
        "author": {
            "_id": "68b296da56141baf97cae4bb",
            "name": "Rakesh Verma",
            "email": "rakesh.verma@anvaya.com",
            "createdAt": "2025-08-30T06:14:50.250Z",
            "updatedAt": "2025-08-30T06:14:50.250Z",
            "__v": 0
        },
        "commentText": "This is a test comment 2.",
        "createdAt": "2025-09-06T11:25:06.889Z",
        "updatedAt": "2025-09-06T11:25:06.889Z",
        "__v": 0
    }
]

DELETE /leads/:id/comments

Description: Delete a comment by comment id
Sample Response:

{
    "message": "Comment deleted successfully."
}

Contact

For bugs or feature requests, please reach out to ravipatelctf@gmail.com