Small CRM Project in PHP

Customer relationship management is an excellent platform that manages customer interactions and data throughout the customer lifecycle between the customer and the business across different channels. It’s dashboards are really well-informatic, they should deliver all information at a glance and provide links for more details.

PHP small CRM project is a web based CRM software and it has been developed in popular programming language PHP. The main objective to develop small CRM project is to overcome the manual errors and make an effective computerized system. This software is mostly used in business dealings and customer interactions and managing customer information. With this php small CRM project you can manage your customers, adding and canceling appointments and providing requested documents to customers.

A Small CRM project in PHP is an ideal starting point for businesses or individuals looking to manage customer relationships efficiently without investing in complex software. Built using PHP and a MySQL database, this project can streamline essential CRM functionalities, such as tracking leads, managing customer interactions, and monitoring sales pipelines, in a lightweight and user-friendly manner.

Key Features:

Dashboard

The dashboard serves as the central hub, providing an overview of key metrics. It includes real-time data on:

• Number of leads: Displaying active, converted, and lost leads.
• Open deals: Highlighting ongoing sales opportunities.
• Completed tasks: Listing recently closed tasks or follow-ups.
• Quick Actions: Shortcuts for adding new leads, tasks, or customers.
• Notifications: Alerts for overdue tasks or follow-ups due today.

Lead Management

This module is designed to help users track and convert potential clients:

• Add New Leads: Simple form to capture essential information like name, email, phone, and lead source.
• Lead Status Updates: Ability to update leads as new, in progress, converted, or lost.
• Lead Filtering and Sorting: Search by name, status, or source for quick access.
• Lead Notes: Space to add custom notes about interactions or next steps.

Customer Records

A centralized repository for customer information:

• Profile Management: Store details like name, company, contact info, and preferences.
• Interaction History: View all communication logs, including emails, calls, or meetings.
• Purchase Records: Track past orders, invoices, or subscriptions.
• Customer Segmentation: Group customers by categories like VIP, regular, or dormant.

Task Management

This feature ensures no follow-up is missed:

• Task Creation: Set tasks for specific leads or customers with deadlines.
• Reminders: Automated notifications for upcoming or overdue tasks.
• Task Status: Mark tasks as pending, in progress, or completed.
• Assignment: Assign tasks to different team members for collaborative workflows.

Sales Pipeline

Visualize and manage the sales process effectively:

• Pipeline Stages: Define stages such as Initial Contact, Negotiation, and Closed Won/Lost.
• Drag-and-Drop Interface (optional): Move deals through stages with ease.
• Deal Details: Attach notes, expected closing dates, and deal value to each opportunity.
• Revenue Forecasting: Calculate potential income based on the pipeline’s current state.

Basic Reports

Gain insights into performance and efficiency:

• Lead Conversion Report: Percentage of leads converted into customers.
• Sales Performance: Revenue generated by month, quarter, or year.
• Task Completion Rates: Analysis of team productivity.
• Customer Retention: Metrics on repeat customers and their contribution to revenue.

Technical Stack

• Frontend:
  • Use HTML and CSS for structure and styling.
  • JavaScript (or jQuery) for interactive elements like dropdowns and modals.
  • Optional: Bootstrap or Tailwind CSS for responsive design.
• Backend:
  • PHP to handle user requests, manage database interactions, and execute server-side logic.
  • Use frameworks like Laravel or CodeIgniter for better structure if needed.
• Database:
  • MySQL for storing structured data like leads, customers, tasks, and logs.
  • Tables include users, leads, customers, tasks, deals, and notes.
• Optional Features:
  • Authentication: Basic login system with role-based access.
  • Email Notifications: Send reminders or updates directly from the system.
  • CSV Export: Export customer or lead data for offline use.