The project is to develop a CRM solution for lead, complaint and task management for our company.
The project shall have the following sections :
- Masters : All basic masters related to users, groups, security, city, state, country, lead source, lead stage, lead priority and same for complaints etc.
- Contacts : Create/Edit/Delete Contacts with all fields like Name/Address/Email/Website/Contact Nos./etc.
- Leads : create new lead with a contact (facility to create new contact at the time of creation of lead) and other fields, like stage, priority, source, date/time etc. and then the description of the lead.
Later Add follow ups to an existing lead as many number of times as required until the lead is matured or lost.
- Compliant : create new complaint with an existing customer/contact and other fields, like stage, priority, source, date/time etc. and then the description of the complaint.
Later Add follow ups to an existing complaint as many number of times as required until the complaint is resolved.
- Reports : Various reports for leads and complaints based on user/priority/stage/source/closure/lost/etc.
The solution shall be built using jQuery and Code Igniter framework. It should have a pleasing and easy to use interface. MySQL shall be used as backend. The entire code and database structure shall be well documented.