The majority of small businesses begin by using spreadsheets to manage leads. It functions initially, but it soon becomes disorganized, difficult to monitor, and ineffective.
I therefore created a straightforward custom CRM to manage leads, monitor status, and maintain organization rather than depending on sophisticated tools. Here's a basic example of how to create one with React and Node.js.
Tech Stack
- Node.js (Backend)
- Express (API)
- React (Frontend)
- MongoDB (Database)
Core Features
- Add & manage leads
- Track contact details
- Basic status pipeline (New β Contacted β Closed)
Backend (Node.js + Express)
Create a simple lead model:
const LeadSchema = new mongoose.Schema({
name: String,
email: String,
status: String
});
Basic API route:
app.post('/leads', async (req, res) => {
const lead = new Lead(req.body);
await lead.save();
res.json(lead);
});
Frontend (React)
Simple form to add leads:
function AddLead() {
const [name, setName] = useState('');
const handleSubmit = async () => {
await fetch('/leads', {
method: 'POST',
body: JSON.stringify({ name }),
});
};
return <button onClick={handleSubmit}>Add Lead</button>;
}
What You Can Improve
- Add authentication
- Build a dashboard UI
- Add filters & search
- Automate workflows
Final Thoughts
A CRM doesnβt need to be complStart small, build what you need, and grow as your workflow.
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