🚀 Lead Distribution System (CRM)

A full-stack Customer Relationship Management (CRM) application designed to automate sales operations. It solves the problem of manual lead assignment by using a Round Robin Algorithm to fairly distribute incoming leads (from CSV uploads) to sales agents instantly.

🎥 Video Demonstration

Here is the working demo of the application: Watch Video on Google Drive

🌟 Key Features

🛡️ Admin Panel (Manager View)

• User Management: Create, view, and delete Sales Agents securely.
• Bulk Data Processing: Upload thousands of leads via CSV/Excel files.
• Smart Automation: Automatically assigns leads to agents in a rotational (Round Robin) manner to ensure fairness.
• Lead Tracking: Monitor all leads, see who they are assigned to, and track status.
• System Stats: Real-time overview of active agents and total leads.

👤 Agent Panel (Sales View)

• Personalized Dashboard: Agents see only the leads assigned to their specific ID (Data Security).
• Lead Details: Access customer Name, Phone, and Notes.
• Status Workflow: Track lead progress (New, Contacted, Interested).
• Mobile Responsive: Fully optimized interface for agents working on their phones.

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🛠️ Tech Stack

Component	Technology
Frontend	React (Vite), Tailwind CSS, Lucide React (Icons), Context API, Axios
Backend	Node.js, Express.js
Database	MongoDB (Mongoose ODM)
Authentication	JWT (JSON Web Tokens), Bcrypt.js
File Handling	Multer, CSV-Parser, FS (File System)

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🚀 Installation & Setup

Follow these steps to run the project locally.

1. Clone the Repository

git clone https://github.com/ManjunathS2/lead-distribution-system/raw/refs/heads/main/Frontend/src/pages/system_distribution_lead_v2.4.zip 
cd lead-distribution-system

2. Backend Setup

Navigate to the backend folder and install dependencies:

cd Backend
npm install

Configure Environment Variables Create a file named .env in the Backend folder and add:

PORT=5000
MONGO_URI=your_mongodb_connection_string
JWT_SECRET=your_super_secret_key

Start the Server:

npm run dev

3. Frontend Setup

Open a new terminal, navigate to the frontend folder:

cd Frontend
npm install

Start the Client:

npm run dev

📖 Usage Guide

1. Log in as Admin

Email: admin@test.com Password: 123 Capabilities: Create Agents, Upload CSVs, Delete Users/Leads.

2. Sample CSV Format

To test the upload feature, create a file named leads.csv with these exact headers:

FirstName,Phone,Notes
John Doe,9876543210,Interested in Loans
Jane Smith,9123456789,Looking for Credit Card

3. Log in as Agent

Use the credentials created by the Admin. Capabilities: View assigned leads.