Client Tracker

Client Tracker is a CRM-style application designed for freelancers and small consultancies to track leads, deals and revenue in one place.

Table of Contents

• Preview
• Features
• Tech Stack
• Role-Based Access Control
• Billing
• Analytics
• Running Locally
• Contributions
• License

Preview

Features

• CRUD operations to create, view, edit and delete leads and deals
• Authentication and role-based access control (RBAC)
• Data aggregation and analytics
• Subscription billing with Stripe

Tech Stack

Frontend

• Next.js (App Router)
• React + TypeScript
• Tailwind CSS
• shadcn/ui

Backend / Infrastructure

• Next.js Server Components & API Routes
• Prisma ORM
• PostgreSQL (Neon)
• NextAuth (OAuth)
• Stripe (Test Mode Billing)

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Role-Based Access Control

The application implements two roles:

OWNER

• Full access to all CRUD operations
• Can view analytics
• Can manage billing and subscriptions

VIEWER

• Read-only access to leads and deals
• Can view analytics
• Cannot modify data
• Cannot manage billing

Permission Matrix

Action	Owner	Viewer
View leads	✅	✅
Create/edit leads	✅	❌
View deals	✅	✅
Create/edit deals	✅	❌
View analytics	✅	✅
Manage billing	✅	❌

Billing

Billing is implemented using Stripe (test mode).

Plans

Free — limited number of deals
Pro — unlimited deals

Enforcement Rules

• Deals limit is enforced at creation time
• Existing deals can always be viewed
• Billing actions are restricted to Owners

Analytics

The dashboard provides aggregated insights:

• Total leads created
• Total deals created
• Deals won vs lost
• Total Revenue

Analytics are computed server-side using database aggregation queries to ensure accuracy and consistency.

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Running Locally

1. Clone the repository and install dependencies

   git clone https://github.com/dnmore/client-tracker.git
   cd client-tracker

2. Install dependencies

   pnpm install

3. Create .env file in the project root and configure environment variables (OAuth, database, Stripe test keys)

4. Run database migrations

   pnpm prisma migrate dev

5. Start the development server

   pnpm dev

The application will be available at:

http://localhost:3000

Contributions

Contributions are welcome!

1. Fork the repository.
2. Create a new branch (feature/your-feature-name).
3. Commit changes with clear messages.
4. Submit a pull request.

License

This project is licensed under the MIT License.