Introduction
This Custom Customer Relationship Management (CRM) system is a powerful, full-stack web application built from the ground up to address the unique operational needs of service-based businesses. Designed with a clean and intuitive interface, the CRM centralizes sales activities, customer data, task management, and equipment inventory into a single, cohesive platform. It empowers both administrators and salespersons with role-specific dashboards and tools to track performance, manage leads, and streamline their entire workflow, from initial contact to closing a deal and beyond.
Key Features
The system is built with a dual-user role architecture, providing tailored experiences for both administrators and salespersons.
Administrator Panel Features:
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Data-Rich Dashboard: Get a 360-degree view of the business with KPIs for total sales, pending deals, closed vs. lost sales, and progress toward monthly sales targets.
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Lead Generation Analytics: Visualize leads generated over time and break them down by service type and source (Phone Call, Email, WhatsApp, etc.).
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Full User Management: Create, view, edit, and manage salesperson accounts with ease.
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Customer & Service Management: Maintain a complete database of customers and services offered, with full CRUD (Create, Read, Update, Delete) capabilities.
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Centralized Task Management: Oversee all tasks across the sales team. Filter tasks by salesperson or customer to monitor progress and re-assign as needed.
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Equipment & Stock Management:
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Maintain an inventory of equipment (e.g., bins, bags).
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Assign equipment to specific customers and track quantities.
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Log equipment returns and view a complete history of assigned and returned stock.
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Sales Target Setting: Define and update monthly sales targets for the entire team and track achievements directly on the dashboard.
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System Customization: Dynamically change the colors associated with different lead sources, task statuses, and equipment statuses to match company branding.
Salesperson Panel Features:
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Dedicated Salesperson Login: Secure access to a personalized dashboard focused on individual performance.
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Personalized Dashboard: View personal sales achievements, pending tasks, and progress toward sales targets.
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Lead & Task Management: Manage assigned leads and tasks, update statuses, and log all interactions.
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Automated Follow-Up System:
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Set next follow-up dates for any task to ensure no lead is forgotten.
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Receive automated notifications and reminders for upcoming follow-ups.
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Detailed Task Logging: For each task, record the customer, service type, quote, initial contact and due dates, and correspondence details.
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Win/Loss Tracking: Update task status to "Closed" or "Lost" and provide a "Reason for Loss" to generate valuable insights.
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Follow-Up Sequencing: Add and view a complete history of follow-up actions for each task, creating a clear communication timeline.
Technology Stack
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Backend: Laravel (PHP Framework)
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Database: MySQL
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Frontend: HTML, CSS, JavaScript, jQuery, Bootstrap
Category
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Custom CRM (Customer Relationship Management)
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Business Management Software
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Sales & Lead Management Tool
