Borezy - Lead Management System

A comprehensive Lead Management System built with React and Firebase, designed to help businesses manage their leads, branches, and customer relationships effectively.

🚀 Features

Lead Management

• Create, edit, and delete leads
• Track lead status (Fresh, Demo Scheduled, Details Shared, Demo Done, Won, Lost)
• Advanced search and filtering
• Import/Export leads via CSV
• Real-time lead tracking
• Follow-up reminders

Branch Management

• Multi-branch support
• Branch subscription management
• Active/Inactive branch tracking
• Expiration alerts
• Branch performance analytics

User Management

• Role-based access control (Super Admin, Branch Manager, Subuser)
• User authentication with Firebase
• Session management
• Password protection
• User activity tracking

Dashboard & Analytics

• Real-time statistics
• Conversion rate tracking
• Lead distribution charts
• Performance metrics
• Interactive data visualization

Additional Features

• Email notifications
• Responsive design
• Material-UI components
• Toast notifications
• Error boundaries
• Protected routes
• Session timeout management

🛠️ Tech Stack

• Frontend: React 18
• UI Framework: Material-UI (MUI)
• Backend: Firebase
  • Authentication
  • Firestore Database
  • Cloud Storage
• Routing: React Router v6
• State Management: React Context API
• Charts: Recharts
• Email: EmailJS
• CSV Processing: PapaParse
• Notifications: React Toastify

📋 Prerequisites

Before you begin, ensure you have the following installed:

• Node.js (v14 or higher)
• npm or yarn
• A Firebase account and project

🔧 Installation

1. Clone the repository

   git clone <repository-url>
   cd Borezy

2. Install dependencies

   npm install

3. Set up environment variables

   Create a .env file in the root directory:

   cp .env.example .env

   Update the .env file with your Firebase configuration:

   REACT_APP_FIREBASE_API_KEY=your_api_key_here
   REACT_APP_FIREBASE_AUTH_DOMAIN=your_auth_domain_here
   REACT_APP_FIREBASE_PROJECT_ID=your_project_id_here
   REACT_APP_FIREBASE_STORAGE_BUCKET=your_storage_bucket_here
   REACT_APP_FIREBASE_MESSAGING_SENDER_ID=your_sender_id_here
   REACT_APP_FIREBASE_APP_ID=your_app_id_here
   REACT_APP_FIREBASE_MEASUREMENT_ID=your_measurement_id_here
   
   # Optional: Email services
   REACT_APP_EMAILJS_SERVICE_ID=your_emailjs_service_id_here
   REACT_APP_EMAILJS_TEMPLATE_ID=your_emailjs_template_id_here
   REACT_APP_EMAILJS_PUBLIC_KEY=your_emailjs_public_key_here

4. Set up Firebase

   a. Go to Firebase Console

   b. Create a new project or select an existing one

   c. Enable Authentication (Email/Password)

   d. Create a Firestore database

   e. Copy your Firebase config to the .env file

5. Start the development server

   npm start

The application will open at http://localhost:3000

📱 Usage

Login

• Use your registered email and password
• Super Admins have full access to all features
• Branch Managers can manage their branch
• Subusers have limited access based on permissions

Managing Leads

1. Navigate to the Leads section
2. Click "Add Lead" to create a new lead
3. Fill in the required information
4. Track lead status and follow-ups
5. Update lead status as they progress through the sales funnel

Managing Branches (Super Admin only)

1. Navigate to Branches
2. Click "Add Branch" to create a new branch
3. Set subscription dates and user limits
4. Monitor branch performance

User Management

1. Access user management from the sidebar
2. Add new users to branches
3. Edit user permissions
4. Monitor user activity

🏗️ Project Structure

Borezy/
├── public/
│   ├── index.html
│   └── ...
├── src/
│   ├── assets/           # Images and static assets
│   ├── components/       # React components
│   │   ├── Admin/        # Admin dashboard components
│   │   ├── Auth/         # Authentication components
│   │   ├── Branch/       # Branch management
│   │   ├── Customize/    # Customization options
│   │   ├── Dashboard/    # Dashboard & analytics
│   │   ├── Leads/        # Lead management
│   │   ├── Log/          # Activity logs
│   │   ├── Product/      # Product management
│   │   ├── Profile/      # User profile
│   │   └── UserDashboard/# User dashboard
│   ├── utils/            # Utility functions
│   ├── App.js            # Main app component
│   ├── firebaseConfig.js # Firebase configuration
│   └── index.js          # Entry point
├── .env                  # Environment variables (DO NOT COMMIT)
├── .env.example          # Example environment file
└── package.json

🔐 Security Features

• Environment Variables: Sensitive data stored in .env (never commit this file)
• Protected Routes: Role-based access control
• Session Management: Automatic session timeout
• Password Encryption: Firebase handles password security
• Input Validation: Client-side validation before submission

🚢 Deployment

Build for Production

npm run build

This creates an optimized production build in the build/ folder.

Deploy to Firebase Hosting

1. Install Firebase CLI:

   npm install -g firebase-tools

2. Initialize Firebase:

   firebase init hosting

3. Deploy:

   firebase deploy

Deploy to Other Platforms

The build folder can be deployed to any static hosting service:

• Vercel
• Netlify
• AWS S3 + CloudFront
• Azure Static Web Apps

🧪 Testing

# Run tests
npm test

# Build production bundle
npm run build

# Eject from Create React App (ONE-WAY operation)
npm run eject

📊 Database Structure

Collections:

• superadmins - Super administrator accounts
• branches - Branch information and subscriptions
• subusers - Subuser accounts
• leads - Lead records
• products - Product catalog
• bookings - Appointment bookings

🤝 Contributing

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

📝 License

This project is proprietary software. All rights reserved.

👥 Support

For support, email your-admin@example.com or contact your system administrator.

🙏 Acknowledgments

• React team for the amazing framework
• Firebase for backend services
• Material-UI for beautiful components
• All contributors to this project

📞 Contact

For questions or support, please contact your system administrator.

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Built with ❤️ using React and Firebase