AI-Powered CRM System

Neeraj Jaiswal

Completed work

Web Developer

MongoDB

Node.js

React

Computer Software

Xeno CRM

A modern, AI-powered Customer Relationship Management system with advanced campaign management, intelligent customer segmentation, and real-time analytics.

🏗️ Architecture

The XENO CRM platform follows a modern, modular architecture designed for scalability and maintainability:

The architecture consists of three main tiers:

Frontend Layer: React-based UI with modular components

Backend Layer: Node.js/Express API server with RESTful endpoints

Data & External Services Layer: MongoDB database and Groq AI integration

🌟 Features

🔹 Customer Management

Comprehensive customer profiles with detailed information

Customer activity tracking and history

Advanced search and filtering capabilities

Customer tagging and categorization

🔹 Segmentation

AI-powered segment creation using natural language

Rule-based customer segmentation

Dynamic segment updates based on customer behavior

Real-time audience preview

🔹 Campaign Management

Multi-channel campaign creation

Campaign performance tracking and analytics

Automated campaign scheduling

A/B testing capabilities

Modern UI with enhanced visual elements:

Key statistics dashboard cards (total campaigns, audience, success rate, segments)

Campaign avatars and visual identifiers

Colorized segment labels with chips

Interactive progress bars for success metrics

Intuitive icon-based action buttons

Helpful empty state guidance for new users

Improved delete confirmation with safety warnings

🔹 Analytics & Reporting

Real-time dashboard with key performance indicators

Campaign success metrics and delivery statistics

Customer growth and engagement analytics

Exportable reports and data visualization

🔹 Notifications System

Real-time notifications for important events

Customizable notification preferences

Notification history and management

🔹 AI-Powered Features

Natural language segment creation

AI-generated messaging suggestions

Intelligent campaign performance insights

Automated customer behavior analysis

Predictive campaign success modeling

Content optimization recommendations

Customer engagement predictions

Churn risk identification

Personalized communication suggestions

🔐 Security Features

Authentication & Authorization

JWT-Based Authentication

Secure Token Generation: Uses JSON Web Tokens (JWT) signed with a secure secret key

Token Structure: Contains user ID, email, and other essential claims

Token Storage: Securely stored in localStorage as 'xeno_auth_token'

Expiration: Tokens expire after 30 days for enhanced security

Authorization Flow:

Tokens are generated during login/OAuth authentication

Attached to all API requests in the Authorization header

Verified on the backend with the JWT secret

Failed verification triggers automatic logout

Authentication Middleware

Token Verification: Validates signature, expiration, and required fields

Request Context: Adds authenticated user data to request context (req.user)

Response Headers: Adds user ID to response headers (X-User-ID) for frontend validation

Comprehensive Error Handling: Different error responses for missing, invalid, or expired tokens

Multi-Tenant Data Isolation

Robust Tenant Isolation Strategy

User-Based Data Separation: All data (customers, segments, campaigns, orders) is strictly segregated by user ID

Mandatory Filtering: Every database query includes userId filters to prevent data leakage

Deep Integration: Tenant isolation enforced at every data access point:

MongoDB schemas include userId fields with appropriate indexing

Database query construction consistently applies userId filters

Complex queries (with AND/OR logic) are carefully constructed to maintain isolation

Frontend-Backend Validation

Double-Check Mechanism: Frontend validates that response data belongs to the authenticated user

Cross-Verification: User ID in JWT token is verified against user ID in response headers

Automatic Security Response: Detects and handles potential tenant isolation breaches by:

Clearing invalid tokens

Redirecting to login

Preventing display of unauthorized data

Segment & Campaign Isolation

Segmented Data Access: Users can only access and manipulate their own customer segments

Preview Protection: Audience previews and campaign targeting strictly limited to user's own customers

Logical Query Construction: Complex segment conditions combined with userId filters using MongoDB's $and and $or operators

🛠️ Technology Stack

Frontend

React.js: Modern UI framework

Material-UI: Component library for consistent design

Context API: State management

Axios: API communication

React Router: Navigation and routing

React Toastify: Notification system

Chart.js: Data visualization

React Hook Form: Form validation and handling

MUI X Data Grid: Advanced data table functionality

Backend

Node.js: JavaScript runtime

Express: Web framework

MongoDB: NoSQL database

Mongoose: MongoDB object modeling

JWT: Authentication

Groq AI: Advanced AI capabilities

🚀 Getting Started

Prerequisites

Node.js (v14 or higher)

npm or yarn

MongoDB (local or Atlas)

Git

Cloning the Repository

# Clone the repository
git clone https://github.com/SuccessNEERAJ/Full-Stack-CRM-Platform.git

## ⚙️ Environment Setup

### Frontend Setup

1. Navigate to the frontend directory:
   ```bash
   cd xeno-crm-frontend

Copy the example environment file:

cp .env.example .env

Edit the .env file and fill in your actual values:

# API Configuration
REACT_APP_API_URL=http://localhost:5000

# Application Configuration
REACT_APP_NAME=Xeno CRM

# Authentication
REACT_APP_GOOGLE_CLIENT_ID=your_google_client_id_here
REACT_APP_GOOGLE_CLIENT_SECRET=your_google_client_secret_here

# AI Services
REACT_APP_GROQ_API_KEY=your_groq_api_key_here

Backend Setup

Navigate to the backend directory:

cd xeno-crm-backend

Copy the example environment file:

cp .env.example .env

Edit the .env file and fill in your actual values:

# Server Configuration
PORT=5000
NODE_ENV=development

# Database Configuration
MONGODB_URI=mongodb://localhost:27017/xeno-crm
DB_NAME=xeno-crm

# JWT Authentication
JWT_SECRET=your_jwt_secret_here
JWT_EXPIRES_IN=1d

# CORS Configuration
CORS_ORIGIN=http://localhost:3000

# Email Service (if applicable)
EMAIL_SERVICE=gmail
EMAIL_USER=your_email@gmail.com
EMAIL_PASSWORD=your_app_password_here
EMAIL_FROM=your_email@gmail.com

# AI Services - Groq API Keys
GROQ_API_KEY_SEGMENT_RULES=your_segment_rules_groq_api_key_here
GROQ_API_KEY_MESSAGE_SUGGESTIONS=your_message_suggestions_groq_api_key_here
GROQ_API_KEY_CAMPAIGN_SUMMARY=your_campaign_summary_groq_api_key_here

📦 Installation & Running

Frontend

# Navigate to frontend directory
cd xeno-crm-frontend

# Install dependencies
npm install

# Start development server
npm start

The frontend will be available at http://localhost:3000

Development Build

# Build for production
npm run build

# Run the production build locally
serve -s build

Backend

# Navigate to backend directory
cd xeno-crm-backend

# Install dependencies
npm install

# Start development server
npm start

The API will be available at http://localhost:5000

🔄 API Endpoints

Authentication

POST /api/auth/login - User login

POST /api/auth/register - User registration

GET /api/auth/me - Get current user

POST /api/auth/refresh-token - Refresh access token

POST /api/auth/forgot-password - Initiate password reset

POST /api/auth/reset-password - Complete password reset

Customers

GET /api/customers - Get all customers

GET /api/customers/:id - Get customer by ID

POST /api/customers - Create new customer

PUT /api/customers/:id - Update customer

DELETE /api/customers/:id - Delete customer

Segments

GET /api/segments - Get all segments

GET /api/segments/:id - Get segment by ID

GET /api/segments/:id/audience - Get segment audience

POST /api/segments - Create new segment

POST /api/segments/preview - Preview segment audience

PUT /api/segments/:id - Update segment

DELETE /api/segments/:id - Delete segment

Campaigns

GET /api/campaigns - Get all campaigns

GET /api/campaigns/:id - Get campaign by ID

POST /api/campaigns - Create new campaign

PUT /api/campaigns/:id - Update campaign

DELETE /api/campaigns/:id - Delete campaign

GET /api/campaigns/stats - Get campaign statistics

GET /api/campaigns/:id/analytics - Get detailed campaign analytics

POST /api/campaigns/:id/duplicate - Duplicate existing campaign

PUT /api/campaigns/:id/status - Update campaign status

🧠 AI Integration

Xeno CRM leverages Groq's powerful AI capabilities for several key features:

1. Natural Language Segment Creation

Users can describe their target audience in plain English, and the AI will convert it into segment rules.

Example: "Customers who spent more than 10000 AND their visits count is less than 3" gets converted to appropriate database queries.

2. Campaign Message Suggestions

AI generates personalized message templates based on campaign goals and target audience.

3. Performance Insights

AI analyzes campaign performance and provides actionable insights to improve future campaigns.

4. Customer Behavior Analysis

AI identifies patterns and trends in customer behavior to inform segmentation strategies.

5. Content Optimization

AI provides recommendations for optimizing campaign content based on historical performance data.

6. Predictive Analytics

AI forecasts campaign performance and customer engagement metrics to guide marketing strategy.

🔒 Security

JWT Authentication: Secure user authentication

Environment Variables: All sensitive information stored in .env files

API Key Protection: Groq API keys and other credentials secured

Input Validation: Protection against malicious inputs

CORS Configuration: Controlled access to API endpoints

⚠️ Known Limitations & Assumptions

Browser Compatibility

Optimized for modern browsers (Chrome, Firefox, Safari, Edge)

Limited support for Internet Explorer 11 and below

Not fully responsive; optimized for desktop and tablet views (minimum 768px width)

AI Integration

Groq API has rate limits that may affect heavy usage scenarios

AI predictions are probabilistic and not guaranteed to be 100% accurate

Large language model responses may occasionally contain irrelevant suggestions

Performance

System is designed for up to 100,000 customers and 10,000 campaigns

Dashboard performance may degrade with extremely large datasets

Recommended maximum file upload size: 10MB

Data & Privacy

User data is stored according to the privacy policy and local regulations

Assumes compliance with GDPR, CCPA, and similar regulations for user implementations

No built-in data residency controls for specific geographic requirements

Connectivity

Requires stable internet connection for AI features

Offline functionality is limited to basic viewing of cached data

Localization

Primary language support for English

Limited localization for other languages

Date formats default to MM/DD/YYYY unless configured otherwise

🧪 Testing

# Run frontend tests
cd xeno-crm-frontend
npm test

# Run backend tests
cd xeno-crm-backend
npm test

📝 Contributing

Fork the repository

Create your feature branch (git checkout -b feature/amazing-feature)

Commit your changes (git commit -m 'Add some amazing feature')

Push to the branch (git push origin feature/amazing-feature)

Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

👥 Team

Neeraj Jaiswal - Lead Developer - GitHub Profile

🙏 Acknowledgements

Material-UI for the UI components

Groq AI for AI capabilities

MongoDB for database services

React for the frontend framework

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Completed work

Posted Jul 6, 2025

Developed an AI-powered Customer Relations Management System with advanced features.

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Timeline

May 31, 2025 - Jun 5, 2025

Clients

Xeno