Overview:

The Customer Relationship Management (CRM) Tool is a web-based application that helps businesses manage and analyze customer interactions throughout the customer lifecycle. It aims to improve customer service, assist in customer retention, and drive sales growth by providing a centralized platform for tracking leads, managing contacts, scheduling follow-ups, and analyzing customer data.

This project is ideal for demonstrating full-stack development, with focus on data management, user roles, automation, and data visualization.

Technologies Used:

• Frontend: HTML, CSS, Bootstrap, JavaScript

• Backend: PHP / Java / Node.js

• Database: MySQL / PostgreSQL / MongoDB

• Optional Libraries: Chart.js (for data visualization), FullCalendar.js (for scheduling), Express.js (for Node.js)

User Roles:

1. Admin: Manage users, assign leads, and oversee CRM activity

2. Sales Agents: Handle leads, follow-up scheduling, and reporting

3. Managers: Monitor team performance and generate reports

Key Features:

1. Lead Management:

• Add, update, and track potential customer leads

• Assign leads to specific sales agents

• Lead status tracking: New, Contacted, Qualified, Won, Lost

2. Contact & Account Management:

• Maintain database of customers, their organizations, and communication history

• Group contacts under companies or categories

• Import/export customer data (CSV, Excel)

3. Follow-Up Scheduler:

• Calendar view to schedule tasks, meetings, and calls

• Email or in-app reminders for due follow-ups

• Status updates and task completion tracking

4. Communication Tracker:

• Record customer interactions via call, email, or meetings

• Notes/logs for each interaction

• Attach documents like quotes, contracts, or feedback forms

5. Analytics & Reporting:

• Sales funnel visualization

• Lead conversion rate reports

• Performance dashboard (by agent, team, product)

6. Email Notification System:

• Automated emails for follow-up reminders

• New lead assignment notifications

• Thank-you or feedback request templates

7. Search & Filter:

• Filter customers by region, deal value, last contact date, etc.

• Keyword search for names, companies, tags

8. Access Control & Security:

• Role-based access (admin, sales, manager)

• Secure login system with session handling

• Audit trail for changes and logins

Security Features:

• Login authentication (password hashing, session timeout)

• Activity logs for accountability

• Data encryption for sensitive fields