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CRM built for church leadership to manage contacts, events, announcements, documents and meeting minutes

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CRM Tool Built For Church Leaders/Admins

Summary

A simple CRM built for church leadership teams that want to manage contacts/contact activity, meeting minutes/documents, events and announcements. Majority of components used are shadcn with exception of the grids. Although I love how the shadcn table looks, I went with MUI datagrid as it provided some features that I needed.

Technology

  • React 18.3.1 w/ TypeScript 4.9.5
  • Shadcn & tailwind
  • .NET 8 w/ .NET Identity
  • EF Core 8.0.4
  • PostgreSQL
  • OData compliant
  • Google SMTP & Google Places API
  • AWS S3 for Document Management
  • Serilog and Cloudwatch for logging/monitoring

Demo

Demo

Features

Dashboard

Implemented using recharts which is an amazing library and I highly recommend.

Dashboard

Contacts

Implement using React Hook Form and zod for validation. Upon creation of activities related to a contact, last activity date will be updated so users can tell if someone has been reached out to recently.

Announcements

Users that have opted in to receive announcement notifications will be emailed when a new announcement is created or when a comment is added to an announcement they have commented/participated in already. This can all be managed in their notification preferences.

Annuncements

Events

Implemented using FullCalendar which is an amazing library and I highly recommend.

Events

Meeting Minutes

React Hook Form with Zod used to create & update meeting minutes. Also, supports document upload via S3.

Documents

Document management implemented with AWS S3 using pre-signed URLs for download.

Documents

Activities

Simple entity with a dynamic form that will change when selecting different activity types.

Registration

Registration approvals were required for the site. This is mostly handled via identity, however, I added a registration approval step that is available to site admins

Feedback

Used for bugs, general feedback and questions about the site.

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CRM built for church leadership to manage contacts, events, announcements, documents and meeting minutes

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