MapsCRM

A lightweight CRM for sales teams to map and route company visits. Import your accounts from Excel, plot them on Google Maps, and plan an optimized driving route for the day.

Features

• Company management — add, edit, and delete companies with contact info and notes
• Excel import — drag and drop a .xlsx or .csv file, auto-maps columns, geocodes all addresses
• Interactive map — all companies plotted as pins (red = not planned, blue = planned, green = visited)
• Day planner — pick a date, check the companies you're visiting, and generate an optimized driving route
• Visit tracking — mark stops as visited throughout the day

Tech Stack

• Frontend: React 18 + Vite
• Backend: Express (Node.js)
• Storage: JSON file (server/crm.json)
• Maps: Google Maps JavaScript API (Geocoding + Directions)

Local Development

Prerequisites

• Node.js 18+
• A Google Maps API key with Maps JavaScript API, Geocoding API, and Directions API enabled

Setup

# Install all dependencies
npm run setup

# Add your API key
echo "VITE_GOOGLE_MAPS_API_KEY=your_key_here" > client/.env.local

# Start both servers
npm run dev

App runs at http://localhost:5173 — the backend API runs on port 3001.

Getting a Google Maps API Key

1. Go to console.cloud.google.com
2. Create a project and go to APIs & Services → Library
3. Enable: Maps JavaScript API, Geocoding API, Directions API
4. Go to Credentials → Create API Key
5. Paste it into client/.env.local

Google provides $200/month in free credits — more than enough for normal CRM usage.

Deployment (Render + Netlify subdomain)

1. Push this repo to GitHub
2. Create a new Web Service on render.com connected to your repo
3. Set the environment variable VITE_GOOGLE_MAPS_API_KEY in Render's dashboard
4. Render auto-detects render.yaml — just hit Deploy
5. In Netlify DNS, add a CNAME record: crm → your-app.onrender.com

Excel Import Format

Any .xlsx or .csv file works. Column names are auto-detected — common variations like "Company", "Business Name", "Street", "Location", "Tel", etc. are all recognized. At minimum you need a name column and an address column.

Company Name	Address	Contact Name	Phone	Email
Acme Corp	123 Main St, Tampa, FL 33601	Jane Smith	(813) 555-0100	jane@acme.com