Customer Relationship Management

An inhouse CRM for managing the clients' data for the Share Advisory Firm.

The aim of this web based application is to collect all the information and documents related to the customers into a single CRM database. In this way, helping to manage the organisation effectively and effortlessly. It provides an organized view of customer's and employee's relationship.


> Project Background

Customer Relationship Management (CRM) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

One important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.


> Requirements and Features

The application was required to had a slightly different use case. As per the client requirements, we were to design and develop the application keeping in mind the ease of access as well as maintaining security so as the application could not be acceseed by the employess outside the office premisis. Thus, a basic level of networking security was involved too.


The major features of the CRM includes:

  • Multi-level user type with different set of functionalities to each level.
  • Hierarchical Model for managing clients and slaes among employees.
  • Smooth process flow from acquiring a new client to maintain multiple transactions with the same.
  • Target management and visualisation of different statistics.
  • One click SMS and Emails to the clients.
  • Internal Messaging and Emails among the employees.
  • Announcement and Notices from the admin to different or all user types.
  • OTP based secured login system.
  • Authentication system to ensure in-office access only.

> Project Visuals

> Technology Stack

We have used the Bootstrap framework to make the overall project completely responsive so as to facilitate multiple device support, ranging from desktop to mobile phone. The designing is done using the CSS and JS over the basic HTML elements with jQUERY runnning alongside to change data driven elements. In order to make the user experience even more powerful, AJAX has been deployed in most of the cases where request to the server side is needed. For the database, we chose MySQL as it was a fulfilling option as per the clients need. Lastly, the complete project is driven by PHP running as the scripting language.