Key Features
Platform
React 18+ with Node.js backend
Client Profiles
Comprehensive client data management
Activity Timeline
Track all client interactions
Smart Tags
Organize with custom categories
Analytics
Client insights and reports
Reminders
Never miss a follow-up
Quick Start
Setup Example
Preview of ClientNest integration:
JavaScript
import { ClientNest } from 'client-nest';
const crm = new ClientNest({
apiKey: process.env.CLIENTNEST_KEY,
database: 'mongodb://localhost/clients'
});
// Add a new client
const client = await crm.clients.create({
name: 'Acme Corp',
email: 'contact@acme.com',
tags: ['enterprise', 'priority']
});CRM Modules
| Module | Features | Included |
|---|---|---|
| Client Management | Profiles, Notes, Files | ✓ |
| Communication | Email, Call Logs, Meetings | ✓ |
| Reporting | Dashboard, Export, Charts | ✓ |
What's Included
- Client profile management
- Activity timeline tracking
- Smart tagging system
- Notes & file attachments
- Follow-up reminders
- Analytics dashboard
- Full source code access
- Lifetime updates
- Email support