🚀 A Next-Generation AI-Powered CRM Platform

Live at https://www.sharcrm.app/ • Updated Nov 2025

Motivation • Features • AI • Tech Stack • Quick Start • Roadmap

Modern businesses struggle with fragmented customer data, inefficient campaign management, and lack of actionable insights. SharCRM was born from the need to:

• Unify customer data across touchpoints into a single source of truth
• Democratize AI by making intelligent insights accessible without data science expertise
• Accelerate campaigns from days to minutes with smart segmentation and AI-generated content
• Visualize health scores to proactively identify at-risk customers before churn
• Scale personalization without scaling headcount

"We built SharCRM because we believe every business deserves enterprise-grade CRM intelligence, not just Fortune 500 companies."

Real-time KPIs with animated counters, sparkline trends, and AI-powered anomaly detection. Glass-morphic design with smooth Framer Motion animations.

• Drag-and-drop segment builder with AND/OR logic
• AI-generated segment suggestions based on behavior patterns
• Real-time preview with audience size estimates
• Health score tracking (0-100) with predictive churn indicators

• Multi-channel campaigns (Email, SMS, Push)
• Template library with variable interpolation
• A/B testing with statistical significance tracking
• Delivery status monitoring with retry logic

Complete customer profiles with purchase history, communication timeline, health trends, and predicted lifetime value.

Kanban-style deal tracking, revenue forecasting, and team performance analytics.

SharCRM integrates AI throughout the platform using Google Gemini with graceful fallbacks:

┌─────────────────┐     ┌──────────────┐     ┌─────────────────┐
│  Frontend UI    │────▶│  API Layer   │────▶│  AI Service     │
│  (React + Vite) │     │  (Express)   │     │  (Gemini/GPT)   │
└─────────────────┘     └──────────────┘     └─────────────────┘
                              │                      │
                              ▼                      ▼
                        ┌──────────┐          ┌───────────────┐
                        │ MongoDB  │          │ Fallback Gen  │
                        └──────────┘          └───────────────┘

# AI Provider (Google Gemini recommended)
GOOGLE_API_KEY=your-gemini-api-key
GEMINI_MODEL=gemini-1.5-flash

# Fallback: OpenAI
OPENAI_API_KEY=your-openai-key

Key Design Decisions:

• Lazy-load AI SDKs to prevent cold-start crashes
• All AI responses annotated with usedAI: true flag
• 10-second timeout with automatic fallback
• Rate limiting (100 req/15min) to prevent abuse

• Hosting: Render (Web Service + Static Site)
• Database: MongoDB Atlas
• CDN: Render Edge
• Monitoring: Sentry + Custom Logging

• Node.js 18+
• MongoDB (local or Atlas)
• Google Cloud API Key (for AI features)

# Clone repository
git clone https://github.com/luxmikant/MSKJ_crm.git
cd MSKJ_crm

# Install dependencies
cd ma-sharvari-ki-jai/server && npm install
cd ../client && npm install

# Configure environment
cp server/.env.example server/.env
# Edit .env with your MONGO_URI, JWT_SECRET, GOOGLE_API_KEY

# Start development servers
# Terminal 1: Backend
cd server
npm run dev

# Terminal 2: Frontend  
cd client
npm run dev

Server (.env)

MONGO_URI=mongodb://localhost:27017/sharcrm
JWT_SECRET=your-secret-key
CORS_ORIGIN=http://localhost:5173
GOOGLE_API_KEY=your-gemini-key

Client (.env)

VITE_API_BASE_URL=http://localhost:5000
VITE_GOOGLE_CLIENT_ID=your-oauth-client-id

• client/ – React + Vite frontend housed inside ma-sharvari-ki-jai/client.
• server/ – Express 5 backend powering APIs, AI services, and the MongoDB models.
• docs/, .vscode/, .semgrep.yml, render.yaml – Tooling/configuration for documentation, IDE helpers, CI, and deployments (kept for compatibility but not featured in the product surface).

Focus on the client/ + server/ apps for active development; the other entries stay in-tree only for historical or tooling reasons.

┌─────────────────────────────────────────────────────────────────┐
│                         SharCRM Platform                         │
├─────────────────────────────────────────────────────────────────┤
│  ┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐  │
│  │   Landing Page  │  │   Dashboard     │  │   Campaigns     │  │
│  │   (Public)      │  │   (Protected)   │  │   (Protected)   │  │
│  └────────┬────────┘  └────────┬────────┘  └────────┬────────┘  │
│           │                    │                    │           │
│           ▼                    ▼                    ▼           │
│  ┌──────────────────────────────────────────────────────────┐   │
│  │                    React Router (v6)                      │   │
│  │              + Auth Context + Toast Provider              │   │
│  └──────────────────────────────────────────────────────────┘   │
│                              │                                   │
│                              ▼                                   │
│  ┌──────────────────────────────────────────────────────────┐   │
│  │                     API Layer (api.ts)                    │   │
│  │                  Fetch wrapper + Error handling           │   │
│  └──────────────────────────────────────────────────────────┘   │
└─────────────────────────────────────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────────┐
│                       Express Backend (5.x)                      │
├─────────────────────────────────────────────────────────────────┤
│  ┌────────────┐  ┌────────────┐  ┌────────────┐  ┌───────────┐  │
│  │   Auth     │  │  Segments  │  │  Campaigns │  │    AI     │  │
│  │  Routes    │  │   Routes   │  │   Routes   │  │  Service  │  │
│  └─────┬──────┘  └─────┬──────┘  └─────┬──────┘  └─────┬─────┘  │
│        │               │               │               │        │
│        ▼               ▼               ▼               ▼        │
│  ┌──────────────────────────────────────────────────────────┐   │
│  │                    Mongoose ODM (v8)                      │   │
│  │              Models: Customer, Segment, Campaign          │   │
│  └──────────────────────────────────────────────────────────┘   │
└─────────────────────────────────────────────────────────────────┘
                               │
                               ▼
                    ┌─────────────────────┐
                    │   MongoDB Atlas     │
                    │   (Cloud Database)  │
                    └─────────────────────┘

• Code Splitting: React lazy loading for route-based chunks
• Virtual Scrolling: Large customer lists use windowing
• Debounced Search: 300ms debounce on filter inputs
• Skeleton Loading: Perceived performance with loading states
• Image Optimization: WebP with fallbacks, lazy loading

• Helmet.js: HTTP security headers
• Rate Limiting: 100 requests per 15 minutes per IP
• JWT Authentication: HttpOnly cookies, short expiry
• Input Validation: Mongoose schema validation + sanitization
• CORS: Strict origin whitelisting
• XSS Prevention: React's built-in escaping + CSP headers

• Horizontal Scaling: Stateless API design
• Database Indexing: Compound indexes on frequently queried fields
• Connection Pooling: Mongoose connection optimization
• Caching Strategy: (Planned) Redis for session and query caching

• Modern UI with lime/yellow branding
• AI-powered message suggestions
• Customer health scoring
• Sales pipeline management
• Animated cursor effects
• Glass-morphic design system

• Real-time collaboration
• Webhook integrations
• Advanced analytics dashboard
• Mobile-responsive improvements

• Predictive Analytics: ML-powered churn prediction
• Workflow Automation: Visual automation builder
• Multi-tenant SaaS: Organization management
• Native Mobile Apps: React Native iOS/Android
• GraphQL API: Flexible data fetching
• Plugin Ecosystem: Third-party integrations

• Conversational AI: Chat-based CRM interactions
• Voice Commands: Hands-free data entry
• AR Customer Insights: Spatial data visualization
• Blockchain Audit Trail: Immutable activity logs

1. Push to GitHub
2. Create Blueprint from render.yaml
3. Configure environment variables:
   • MONGO_URI (MongoDB Atlas)
   • VITE_GOOGLE_CLIENT_ID (OAuth)
   • GOOGLE_API_KEY (AI features)

# Build
docker build -t sharcrm-server ./server
docker build -t sharcrm-client ./client

# Run
docker-compose up -d

Contributions welcome! Please read our contributing guidelines and submit PRs.

1. Fork the repository
2. Create feature branch (git checkout -b feature/amazing)
3. Commit changes (git commit -m 'Add amazing feature')
4. Push to branch (git push origin feature/amazing)
5. Open Pull Request

MIT © 2025 SharCRM Team

Built with ❤️ for modern businesses

⭐ Star us on GitHub