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docs: Update README.md for clarity and accuracy
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pdovhomilja authored Dec 17, 2023
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# NextCRM

NextCRM is a CRM build on top of the Next.JS 13.4 using TypeScript, great UI library shadcn, Prisma and MongoDB as a database. Uploadthings as a S3 blob for document storage.
NextCRM is a CRM build on top of the Next.JS 13.4 using TypeScript, great UI library shadcn, Prisma and MongoDB as a database. Upload things as a S3 blob for document storage.

## Online Demo

You can try it here [demo.nextcrm.io](https://demo.nextcrm.io), login via google account or create new user and password
You can try it here [demo.nextcrm.io](https://demo.nextcrm.io), login via Google account or create new user and password.

## What we used to build it

Next.js - React framework </br> shadcn - UI </br> Prisma ORM - together with mongoDB (tested with version 5.0) </br> useSWR - for client side data fetching </br> NextAUTH - for user authentication </br> Rossum - for invoice data parsing with AI </br> OpenAI API - for automated email notifications </br> Tremor - for creating charts </br> Resend.com - together with react.email </br>
[Next.js](https://nextjs.org/) - React framework </br> [shadcn](https://ui.shadcn.com/) - UI </br> [Prisma](https://prisma.io/) ORM - together with [MongoDB](https://www.mongodb.com/) (tested with version 5.0) </br> [useSWR](https://swr.vercel.app/) - for client side data fetching </br> [NextAUTH](https://next-auth.js.org/) - for user authentication </br> [Rossum](https://rossum.ai/) - for invoice data parsing with AI </br> [OpenAI API](https://openai.com/blog/openai-api) - for automated email notifications </br> [Tremor](https://www.tremor.so/) - for creating charts </br> [resend.com](https://resend.com) - together with [react.email](https://react.email) </br>

![hero](/public/og.png)

## What we plan to build next

1. More AI powered - daily summary of tasks and project (OpenAI integration ) - in test
1. More AI powered - daily summary of tasks and project (OpenAI integration) - in test
2. Email campaigns management - integration with MailChimp and Listmonk - in planning
3. ~~Docker version - in planning (There will be complete bundle to run NextCRM on-premise)~~
4. Testing - Jest + Cypress (if anyone want to help I will be very happy) - in planning
5. Fix all Types issue ( nom more "any" ) - in progress
5. Fix all Types issue (no more "any") - in progress
6. i18n - localization - in planning (if anyone want to help I will be very happy)

## Emails

We use Resend.com + React.email as primary email sender and email templates

[resend.com](https://resend.com) + [react.email](https://react.email)
We use [resend.com](https://resend.com) + [react.email](https://react.email) as primary email sender and email templates.

## Reports

Expand All @@ -35,35 +33,50 @@ We use Tremor charts as a tool for creating charts in NextCRM

## Video (YouTube channel with functions showcase)

Channel link - [https://www.youtube.com/channel/UCQneopupgtjG4py68-edA0w](https://www.youtube.com/@NextCRM_IO) &lt;/br> Invoice module - https://youtu.be/NSMsBMy07Pg
[Youtube Channel](https://www.youtube.com/@NextCRM_IO) </br>
[Invoice module (video)](https://youtu.be/NSMsBMy07Pg)

## Documentation

Will be soon at domain: http://docs.nextcrm.io
Available soon at: http://docs.nextcrm.io

## Installation

<details><summary><b>Show instructions</b></summary>

1. Clone the repository:

```sh
git clone https://github.com/pdovhomilja/nextcrm-app.git
cd nextcrm-app
```

1. Install the preset:

```sh
npm install
```

2. .env + .env.local - Change .env.example to .env and .env.local.example to .env.local
1. Copy the environment variables to .env

```sh
cp .env.example .env
```
```sh
cp .env.local.example .env.local
```

**.env**
**.env**

> > - You will need mongodb URI string for Prisma ORM
> > - You will need mongodb URI string for Prisma ORM
**.env.local**
**.env.local**

> > - NextAUTH - for auth
> > - uploadthings - for storing files
> > - rossum - for invoice data exporting
> > - openAI - for automatic Project management assistant
> > - SMPT and IMAP for emails
> > - NextAUTH - for auth
> > - uploadthings - for storing files
> > - rossum - for invoice data exporting
> > - openAI - for automatic Project management assistant
> > - SMPT and IMAP for emails
1. Init Prisma

Expand All @@ -73,19 +86,25 @@ Will be soon at domain: http://docs.nextcrm.io
npx prisma seed
```

2. Run app on local
1. Run app on local

```sh
npm run dev
```

3. Import initial data from initial-data folder
1. Import initial data from initial-data folder

```sh
npx prisma db seed
```

1. http://localhost:3000

</details>

## Docker installation

[Link to Docker HUB](https://hub.docker.com/repository/docker/nextcrmio/nextcrm/general).
[Link to Docker HUB](https://hub.docker.com/repository/docker/nextcrmio/nextcrm/general)

<details><summary><b>Show instructions</b></summary>

Expand Down Expand Up @@ -121,7 +140,7 @@ Will be soon at domain: http://docs.nextcrm.io

## Contact

[www.dovhomilja.cz](https://www.dovhomilja.cz).
[www.dovhomilja.cz](https://www.dovhomilja.cz)

## License

Expand Down

3 comments on commit da67a46

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Successfully deployed to the following URLs:

nextcrm-test – ./

nextcrm-test-e-osvc.vercel.app
nextcrm-test-git-main-e-osvc.vercel.app
test.nextcrm.io

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Successfully deployed to the following URLs:

nextcrm-demo – ./

nextcrm-demo-git-main-e-osvc.vercel.app
nextcrm-demo-e-osvc.vercel.app
demo.nextcrm.io

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