CRM Application

This CRM app example, built with Refine, demonstrates a complete solution for enterprise-level CRM internal tool needs. It has a wide range of functionalities for real-use cases, which are extensively utilized by enterprise companies.

The app connected to GraphQL API through Refine's Nestjs-query data provider, and its user interface is developed using Ant Design, which Refine offers built-in UI framework support.

We built this template to demonstrate how the Refine framework simplifies and speeds up development. It is a valuable resource, offering insights into Refine's best practices and modern development techniques.

The source code of the CRM app is also open-source; feel free to use or inspect it to discover how Refine works. Being production-ready, you can either build your own CRM internal tool using it as a code base or directly implement it as is.

Key Features:

• Dashboard: Overview of CRM activities, key metrics, and customer interactions.
• Calendar: Manage appointments and events.
• Scrumboard-Project Kanban: Streamline project management and task tracking.
• Sales Pipeline: Visualize sales stages and track lead conversions.
• Companies: Organize business contacts with detailed profiles.
• Contacts: Efficient management of individual customer interactions.
• Quotes: Create, send, and manage customer quotes.
• Administration: Customize CRM settings, user roles, and permissions.

This CRM app template can be used in for various app requirements like B2B applications, internal tools, admin panel, dashboard. Such as:

• Human Resource Management (HRM) Tools
• IT Service Management (ITSM) Tools
• Network Monitoring Tools
• Risk Management Tools
• Customer Support Tools
• Financial Planning Systems
• Customer Analytics Tools
• Inventory Management Systems,
• Sales and Marketing Tools,
• Supply Chain Management Tools
• Retail Management Systems
• Business Intelligence Tools
• Electronic Health Record (EHR) Systems
• Patient Management Systems
• Health Information Exchange (HIE) Systems
• Pharmacy Management Systems