Thanks for purchasing Auto CRM Application

Please read the documentation carefully, and if you have any questions, please feel free to contact us. Most pages are accompanied by a video tutorial, it's recommended to check both, the video and the written Documentation.

Must Read this:

After purchase, You need to Download Auto CRM project zip file.
It is suggested to setup the Auto CRM Project by following these steps:

• Download the Auto CRM project zip file.
• Extract the zip.
• In these Auto CRM project you will get both frontend and backend folder. Open both folders in VS-Code to run these project.
• Download the MongoDB database with MongoDB Compass.

To start these project,you need VS Code for your platform (Windows, macOS and Linux).

• https://code.visualstudio.com/download

Visual Studio Code is a lightweight but powerful source code editor which runs on your desktop and is available for Windows, macOS and Linux. It comes with built-in support for JavaScript, TypeScript and Node.js and has a rich ecosystem of extensions for other languages and runtimes (such as C++, C#, Java, Python, PHP, Go, .NET). Begin your journey with VS Code

In order to start configuration, you need to install Node js and NPM. First download the Node js and NPM from here Node and NPM

First, you need to download the Windows Installer (.msi) file from the official Node.js website. This MSI installer database carries a collection of installer files essential to install, update, or modify the existing Node.js version.and more information visit onhttps://kinsta.com/blog/how-to-install-node-js/

Notably, the installer also carries the Node.js package manager (npm) within it. It means you don’t need to install the npm separately.

When downloading, select the correct version as per your operating system. For example, if you’re using a 64-bit operating system, download the 64-bit version, and if you’re using the 32-bit version, download the 32-bit version:

Once you open and run the .msi file, the installation process begins. But you have to set a few parameters before running the installation process. Double-click on the installer file and run it. The installer will ask you to accept the Node.js license agreement. To move forward, check the “I accept” box and click Next:

Then, select the destination where you want to install Node.js. If you don’t want to change the directory, go with the Windows default location and click the Next button again.

The next screen will show you custom setup options. If you want a standard installation with the Node.js default features, click the Next button. Otherwise, you can select your specific elements from the icons in the tree before clicking Next:

Node.js offers you options to install tools for native modules. If you’re interested in these, click the checkbox to mark your preferences, or click Next to move forward with the default:

Lastly — and this is the easiest part of all — click the Install button to begin the installation process:

So the installation process is completed. Now, you have to check whether Node.js is successfully installed or not.

• To verify the installation and confirm whether the correct version was installed, open your PC’s command prompt and enter the following command:
  • Node --version
• And to check the npm version, run this command:
  • npm --version

if the Node.js version and npm are correctly installed, you’ll see the version name in the CMD prompt.!

As our first step, we need to actually get the official installer for Node.js on macOS. To do so, we can head over to the Node.js Downloads page to download the installer.and more information visit on https://kinsta.com/blog/how-to-install-node-js/

Follow these steps to get started:

You can get the macOS installer by clicking the Macintosh Installer option - this will download the .pkg installer for Node.js. Make sure you save it somewhere that you'll be able to access it!

Now that you've got the installer downloaded, you'll need to run it. The installer is a pretty typical interface - it won't take long to get through it (under a minute), even though there are a few parts to it. You can get through it by following the guide below:

• Introduction
  • Select Continue
• License
  • Select Continue
  • Select Agree
• Installation Type
  • Select Install
  • Authenticate with your Mac to allow the Installation
  • Select Install Software
• Summary
  • Select Close

To verify that Node.js was installed correctly on your Mac, you can run the following command in your terminal:.

• node -v

Update Your npm Version

• $ sudo npm install npm --global

Start building with Node.js!

The Linux operating system works a bit differently than the other traditional operating systems. That’s because Linux is open-source, offering you more freedom, customization, and advanced functionalities. https://kinsta.com/blog/how-to-install-node-js/

If you’re casual with commands, you should feel comfortable with Linux. Here, we are about to discuss the easiest method of installing Node.js on the Linux operating system.

The Linux operating system has hundreds of different distributions because of the diversity it provides. And users love to customize and harness different versions’ specific functionalities using distinct distributions.

Firstly, find the installation instruction for your specific distribution from Node.js’s Binary Distributions page. For this guide, we’ll be using Ubuntu for illustration purposes.

• Install Curl Command Line Tool
  • Before going for Node.js installation, ensure that you have the curl command-line utility installed on your system. If not, then paste this command on your terminal to install curl:
  • sudo apt install curl
• It may ask for your system password to verify the permission of the installation. Once you input the password, the system should begin the curl installation.
  • Password for codebind:

You need to copy and paste the Node.js installation command into your terminal (in our case, we can grab it from the Ubuntu distribution page) so that the system can begin the Node.js installation.

For instance, here, we’ll be installing Node.js v14.x. These are the installation commands for Ubuntu:

• Install Curl Command Line Tool
  • curl -fsSL https://deb.nodesource.com/setup_14.x | sudo -E bash -
  • sudo apt-get install -y nodejs

As you already have the curl command line installed on your terminal, you’ll need to copy and paste the first command (the curl command) on your terminal and run it.

These commands should display the version numbers for Node.js and npm, respectively.

The curl command begins the Node.js installation process, updates your system, and downloads all Node.js libraries required to install Node.js on your Linux OS.

• Copy and paste the second line of command from the installation instructions above into your Linux terminal:
  • sudo apt-get install -y nodejs

As you’ve installed Node.js, you can verify to check whether the installation is successful or not. To confirm the installation, you need to run two simple Linux commands on your Linux terminal.

• To check the Node.js version, type:
  • Node --version
  • npm --version

In order to start configuration, you need to install Node.js and npm (Node Package Manager). First download the Node.js installer from the official website: https://nodejs.org/en/ .

For this Auto CRM frontend we recommend installing the latest LTS version of Node.js (22.x) so that Vite works without compatibility issues.

In this section, we’ll guide you through the process of setting up the environment for React and Vite on a Windows machine.

To publish and install packages using npm, you must install Node.js and the npm command line interface. You can either use a Node version manager (recommended) or the official Windows installer from nodejs.org.

Follow these steps to get started:

1. Download and install the latest LTS version of Node.js for Windows.
2. After installation, open Command Prompt or PowerShell and verify:

• node -v
• npm -v

These commands should display the version numbers for Node.js and npm, respectively. If versions are shown, your environment is ready.

Now install the project dependencies:

• In the frontend project folder, run: npm install

Start the Vite + React development server:

• npm run dev

This command will start the Vite dev server and show a local URL (for example, http://localhost:5173/). Open this URL in your browser to view the React application.

In this section, we’ll guide you through the process of setting up the environment for React and Vite on a macOS machine.

As with the Windows installation process, you need to have Node.js and npm installed on your macOS system.

Option 1 – Install via official installer:

• Visit nodejs.org.
• Download the macOS installer (.pkg) for the latest LTS version.
• Run the installer and follow the on‑screen instructions.

After installation, open Terminal and verify:

• node -v
• npm -v

These commands should display the version numbers for Node.js and npm, respectively.

Option 2 – Install via Homebrew:

• Open Terminal and run: brew install node
• After installation, verify again with: node -v and npm -v.

Install frontend dependencies and start Vite:

• cd <your-frontend-folder>
• npm install
• npm run dev

Open the URL shown in the terminal (for example, http://localhost:5173/) to access the React application.

In this section, we’ll guide you through the process of setting up the environment for React and Vite on a Linux machine.

Follow these steps to get started:

Install Node.js and npm using your distribution’s package manager. For Debian/Ubuntu:

• sudo apt update
• sudo apt install nodejs npm

Verify that Node.js and npm are installed:

• node --version
• npm --version

These commands should display the version numbers for Node.js and npm, respectively.

Install the frontend dependencies and run the Vite dev server:

• cd <your-frontend-folder>
• npm install
• npm run dev

Once the server starts, open the printed local URL for example, http://localhost:5173/ in your browser to access the React + Vite application.

MongoDB is an open-source document database that provides high performance, high availability, and automatic scaling.

Compass requires:

• 64-bit version of Microsoft Windows 10 or later.
• MongoDB 4.2 or later.
• The Compass installer prompts you to install the minimum required version of the .NET framework if it is not already installed on your system.
• Starting the installation as an administrator if you are running a silent installation using Microsoft PowerShell or installing on Azure Virtual Desktop Infrastructure (VDI).

Install Compass:

• Double-click the installer file
• Once installed, Compass launches and prompts you to configure privacy settings and specify update preferences

Create a MongoDB Atlas cluster

you will need a MongoDB database instance. If you don’t have one at hand, you can create a free cluster in MongoDB Atlas. Follow these steps to create and connect to a cluster:

• Create an Atlas account
• Add your connection IP address to your IP access list
• Create a database user for your cluster
• Connect to your cluster

Connect to Your Cluster

• Now that we have a cluster, we can connect to it. It’s considered a good practice to keep your connection string and credentials separate from your code. You can do that by creating a configuration file that’s not checked into revision history. Create a “.env” file at the root of your project and add your cluster connection string as a variable:
  • DB_URI=mongodb+srv://:@.mongodb.net/

Next, create a new directory “src” in your project and a new “.env” file in it. To do that, you can run you project :

Then, we need to use the variables from the “.env” file into process.env. Once we’ve done that, we can log the connection URI to make sure the configuration is loaded correctly.

Compass requires:

• 64-bit version of macOS 10.12 or later..
• MongoDB 4.2 or late.
• Starting the installation as an administrator if you are running a silent installation using Microsoft PowerShell or installing on Azure Virtual Desktop Infrastructure (VDI).

Download the latest version of MongoDB Compass for macOS. The MongoDB Compass installer is a .dmg disk image.

Install Compass:

• Once you have downloaded Compass, double-click on the .dmg file to open the disk image within the macOS Finder
• Drag the MongoDB Compass application to your Applications folder.
• Eject the disk image..
• From the Applications folder, double-click on the Compass icon to start the application.
• When you open MongoDB Compass for the first time, you may receive a notice stating that it is an application downloaded from the internet, requiring you to confirm you want to open it. Click Open to continue and launch Compass.

Create a MongoDB Atlas cluster

you will need a MongoDB database instance. If you don’t have one at hand, you can create a free cluster in MongoDB Atlas. Follow these steps to create and connect to a cluster:

• Create an Atlas account
• Add your connection IP address to your IP access list
• Create a database user for your cluster
• Connect to your cluster

Connect to Your Cluster

• Now that we have a cluster, we can connect to it. It’s considered a good practice to keep your connection string and credentials separate from your code. You can do that by creating a configuration file that’s not checked into revision history. Create a “.env” file at the root of your project and add your cluster connection string as a variable:
  • DB_URI=mongodb+srv://:@.mongodb.net/

Next, create a new directory “src” in your project and a new “.env” file in it. To do that, you can run you project :

Then, we need to use the variables from the “.env” file into process.env. Once we’ve done that, we can log the connection URI to make sure the configuration is loaded correctly.

Compass requires:

• 64-bit version of Ubuntu 14.04 or later..
• MongoDB 4.2 or late.
• To download and install MongoDB Compass, select your operating system:

Select the appropriate tab based on your Linux distribution and desired package from the tabs below:.

• To install the .deb package on Ubuntu and Debian, click the .deb tab.
• To install the .rpm package on RHEL, click the .rpm tab.

• Download MongoDB Compass:
  • wget https://downloads.mongodb.com/compass/mongodb-compass_1.40.4_amd64.deb

• Start MongoDB Compass:
  • mongodb-compass

• Download MongoDB Compass:
  • wget https://downloads.mongodb.com/compass/mongodb-compass_1.40.4_amd64.deb

Install Compass:

• Once you have downloaded Compass, double-click on the .dmg file to open the disk image within the macOS Finder.
• Drag the MongoDB Compass application to your Applications folder.
• Eject the disk image..
• From the Applications folder, double-click on the Compass icon to start the application.
• When you open MongoDB Compass for the first time, you may receive a notice stating that it is an application downloaded from the internet, requiring you to confirm you want to open it. Click Open to continue and launch Compass.

Create a MongoDB Atlas cluster

you will need a MongoDB database instance. If you don’t have one at hand, you can create a free cluster in MongoDB Atlas. Follow these steps to create and connect to a cluster:

• Create an Atlas account
• Add your connection IP address to your IP access list
• Create a database user for your cluster
• Connect to your cluster

Connect to Your Cluster

• Now that we have a cluster, we can connect to it. It’s considered a good practice to keep your connection string and credentials separate from your code. You can do that by creating a configuration file that’s not checked into revision history. Create a “.env” file at the root of your project and add your cluster connection string as a variable:
  • DB_URI=mongodb+srv://:@.mongodb.net/

Next, create a new directory “src” in your project and a new “.env” file in it. To do that, you can run you project :

Then, we need to use the variables from the “.env” file into process.env. Once we’ve done that, we can log the connection URI to make sure the configuration is loaded correctly.

In VS-Code, both frontend and backend project folder will be open in new tab with integrated terminal for both to run commands.

Once the project is setup, head over to the frontend project directory by running the following command in the command prompt:

• npm install (To install the required dependencies)
• npm run dev

This command launches the development server, which watches for changes to your project files and automatically reloads the browser when changes are detected.

A new browser window should open with your Vite application running at http://localhost:8080/ that looks like this:

Above illustration demonstrates the process to start the project of Frontend.

Congratulations! You have successfully run Vite project on your machine. You can now begin building your user interfaces with Vite and React.js.

Once the project is setup, head over to the backend project directory by running the following command in the command prompt:

• yarn install (To install the required dependencies)
• yarn run dev

In terminal backend code running on port at http://localhost:5000/ (Port number is changeable) that looks like this:

Above illustration demonstrates the process to start the project of Backend.

After the successfully login, you will be redirect to Dashboard page.

Above illustration demonstrates the project of dashboard UI.