Project Description:

The Mini CRM System is a lightweight web application that helps small businesses or startups manage their interactions with current and potential customers. It tracks contacts, manages sales pipelines, logs communication history, and assigns tasks to team members. Unlike enterprise CRMs, this project focuses on the core functionalities required for relationship management in a compact, easy-to-use format.

This is a perfect mini project to demonstrate full-stack development, user management, and basic workflow automation.

Technologies Used:

• Frontend: HTML, CSS, Bootstrap, JavaScript

• Backend: PHP / Node.js / Java (choose one)

• Database: MySQL / MongoDB

• Optional Tools: Chart.js for data visualization, Moment.js for time/date formatting

Core Features:

1. User Authentication:

   • Secure login/signup system

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

2. Customer Management:

   • Add, edit, delete customer profiles

   • Store name, email, phone, company, notes

3. Leads and Sales Tracking:

   • Log and update leads with status (new, contacted, converted, lost)

   • Assign leads to team members

4. Interaction Log:

   • Record call notes, meeting summaries, and follow-ups

   • Timestamp each interaction

5. Task Management:

   • Create tasks (e.g., call client, send proposal)

   • Assign to users with due dates and reminders

6. Dashboard Overview:

   • Quick stats: total leads, active clients, tasks due

   • Charts for lead progress and client activity

7. Search and Filter:

   • Quickly search customers or filter by status/region/etc.