Basic CRM system
This is a basic CRM system that can be used by individuals or small businesses to manage customers and propects. Features include:
- Easy to browse / search company and contact database
- Ability to efficiently add summary of calls / emails
- Easy tracking of all calls / emails with company contacts
- Salesperson reporting function
- Administrative features such as user and data backup management
A future feature I had been working on that I did not release was the ability to generate quotes and invoices within the CRM and export the details as PDF and the PDF could then be emailed to customers / prospects.
This basic CRM was developed four or five years ago back in 2011 / 2012.
I developed this application in my early coding days which at the time successfully accomplished the task at hand. Software development is a constant learning experience and I must inform you that no updates have been made to this application in a few years because I now build applications using frameworks such as CakePHP.
I may revisit and rebuild/update this application in the future. In the meantime, I have released the existing code in case anyone is looking for a basic CRM system for a small team or organisation.