How devsolanki13/crm-demo works
Sales CRM supports B2B pipeline management, stage qualification and approvals, customer records, recurring orders, reporting, follow-ups, and Google Workspace connections. The principal workflow is a rep or manager using the React workspace to manage a lead/deal, submit a stage transition, and have the API apply CRM rules and persist state. The excerpts show the app/client/API route flow and selected service responsibilities; several capability links rely on README documentation, so unsampled implementation details and their internal calls are not expanded.
Main entry points: crmController.js CRM controller · App.jsx CRM workspace · dealService.js Deal management · crmClient.js API client
Components 24
Sales workspace
- CRM workspace
frontend/App.jsx - Pipeline board
frontend/components/PipelineView.jsx - Tasks agenda
frontend/components/TasksView.jsx - API client
frontend/api/crmClient.js - Records paging
frontend/hooks/useRecordsPage.js
CRM API and domain
- Express API
backend/app.js - CRM routes
backend/routes/crmRoutes.js - CRM controller
backend/controllers/crmController.js - Lead management
backend/services/leadService.js - Deal management
backend/services/dealService.js - Customer records
backend/services/companyService.js - Reports and dashboard
backend/services/reportService.js - Activity timeline
backend/services/timelineService.js
Governance and automation
- Stage governance
backend/services/stageService.js - Stage qualification
backend/services/stageGateService.js - Manager approvals
backend/services/approvalExecutionService.js - Renewal generation
backend/services/leadRecurrenceService.js - Follow-up automation
backend/services/followUpEngine.js - Automation routes
backend/routes/automationCronRoutes.js
Persistence and integrations
- PostgreSQL
backend/prisma.js - Google Workspace
- Google connections
backend/integrations/googleConnection.js - Integration routes
backend/routes/integrationRoutes.js
Other components
- Sales user
Connections 22
- Sales user → CRM workspace: uses
README.md - CRM workspace → API client: requests data
frontend/App.jsx - Pipeline board → CRM workspace: renders in
- Tasks agenda → CRM workspace: renders in
- Records paging → API client: fetches pages
frontend/hooks/useRecordsPage.js - API client → CRM routes: calls API
frontend/api/crmClient.js - Express API → CRM routes: mounts
backend/app.js - CRM routes → CRM controller: dispatches
backend/routes/crmRoutes.js - CRM controller → Lead management: manages leads
backend/controllers/crmController.js - CRM controller → Deal management: manages deals
backend/controllers/crmController.js - CRM controller → Customer records: manages companies
backend/controllers/crmController.js - CRM controller → Reports and dashboard: builds reports
backend/controllers/crmController.js - CRM controller → Stage governance: manages stages
backend/controllers/crmController.js - Deal management → Stage qualification: qualifies transitions
README.md - Stage qualification → Manager approvals: requests review
README.md - Deal management → Renewal generation: generates renewals
README.md - Follow-up automation → PostgreSQL: creates tasks
backend/services/followUpEngine.js - Reports and dashboard → PostgreSQL: reads CRM data
- Activity timeline → PostgreSQL: reads activity
- Integration routes → Google connections: dispatches OAuth
backend/routes/integrationRoutes.js - Google connections → Google Workspace: connects account
- Automation routes → Follow-up automation: runs automation