CRM (Customer Relationship Management)

Project Description: CRM & Lead Management System

This project aims to develop a comprehensive CRM (Customer Relationship Management) and Lead Management System to streamline business operations, manage client data, and improve sales efficiency.

1. Party (Customer) Database Management

The system will include a robust party database module where:

Parties/customers can be imported through Excel sheets.

Users can manually create new party records.

All customer details will be stored and managed efficiently for quick access and updates.

2. Lead Management System

A complete lead handling system will be developed जिसमें:

Leads can be imported via Excel.

Users can create new leads manually.

Leads can be assigned to staff members by admin.

Staff members can also self-generate leads.

Proper tracking of lead status and progress will be maintained.

3. Staff Management

Admin can create and manage staff members.

Assign roles and responsibilities.

Track staff performance based on lead handling.

4. Admin & User Panel

The system will have two separate panels:

Admin Panel:

View overall summary/dashboard.

Monitor leads, staff performance, and customer data.

Assign and manage leads.

Access reports and analytics.

User Panel:

Manage assigned leads.

Add new leads and update status.

Access limited data based on permissions.

5. Support Ticket System

A dedicated support ticket module for existing clients.

Maintain client records with issue history.

Track ticket status (open, in-progress, closed).

Improve customer support efficiency.

6. Forms & Reporting System

Custom forms for data collection.

Generate reports based on users and admin data.

Filter reports based on performance, leads, and support activities.