Client Lead Management System (Mini CRM)
🔍 About the Task
In this task, you will build a Client Lead Management System (Mini CRM) — a tool that is used by almost every agency, freelancer, and startup.
Whenever someone fills a contact form on a website, businesses need a way to:
- store that lead
- track its status
- follow up
- and convert it into a client
This task teaches you how to build exactly that system.
🎯 Objective
Create a simple yet functional CRM system that allows a business owner or admin to:
- view leads coming from website contact forms
- update lead status (new → contacted → converted)
- add follow-up notes
- manage leads from a secure admin panel
This mirrors how real-world companies manage incoming clients.
✅ What You’ll Build
Your Mini CRM should include:
- A backend system to handle leads
- A frontend dashboard to view and manage leads
- A database to store lead information
- Secure access so only admins can view data
Think of this as the backend control system behind a business website.
🛠️ Tech Stack (Flexible & Beginner-Friendly)
You may choose tools based on your comfort level.
Frontend
- HTML / CSS / JavaScript
- React.js (recommended) for modern UI
👉 https://react.dev/
Backend
- Node.js – https://nodejs.org/
- Express.js – https://expressjs.com/
Used to:
- receive form data
- create APIs
- handle business logic
Database
- MongoDB – https://www.mongodb.com/
- MySQL – https://www.mysql.com/
Used to store:
- lead details
- status
- follow-up notes
Development Tools
- VS Code – https://code.visualstudio.com/
- GitHub – https://github.com
✨ Key Features to Implement
Your application should include:
✔ Lead listing (name, email, source, status)
✔ Lead status updates (new / contacted / converted)
✔ Notes and follow-ups for each lead
✔ Secure admin access (login recommended)
Optional (Bonus):
- Search & filter leads
- Timestamp tracking
- Simple analytics (total leads, conversions)
📁 CRM & Lead Management Sample Projects (Inspiration)
1. CRM Dashboard (React + Charts) – A lightweight CRM dashboard showing metrics and data visualization, useful for UI ideas:
🔗 https://github.com/Prashant-Malviya/CRM-Dashboard GitHub
2. Simple CRM Tracker (Lead Module) – A basic lead management module for tracking B2B leads (good backend + model reference):
🔗 https://github.com/dhebarp/crmtrackerproject GitHub
3. MERN CRM System – A more complete CRM built with the MERN stack that includes contact and lead management (great for overall structure):
🔗 https://github.com/spytech-arkx/mern-crm GitHub
📤 Final Deliverable
You must submit:
- A working CRM application
- A public GitHub repository containing:
- Source code
- README explaining features
- Setup instructions
Your project should feel like something you could confidently say:
“I built this system to manage real clients.”
💼 Real-World Tip (Very Important)
Think like a business owner:
- How quickly can I see new leads?
- Can I track follow-ups easily?
- Can I see which leads converted?
If your CRM solves these questions, you’re building job-ready software.
Many freelancers and agencies sell tools like this to small businesses.
This task helps you understand how software directly supports business growth.
🚀 Why This Task Matters
By completing this task, you will:
- Understand real backend workflows
- Learn how data moves from frontend → database → dashboard
- Build confidence with CRUD operations
- Create a strong project for your portfolio
📢 Showcase Your Work
Once completed:
- Push your code to GitHub
- Share a short demo or screenshots on LinkedIn
- Tag Future Interns and highlight what you built