Customer Management System

May 10, 2018

What is this website for?

This is Customized CRM system what I have developed with Codeigniter Framework. This website includes most of modules that are related with CRM, such as Invoice, Quotation, Payment, AR, GST, etc.

Technologies and skill sets used for development?

Codeigniter, PHP, MVC Technology, CRM Terminology, HTML5, CSS3, Bootstrap, MySQL, Database Performance Tuning

Here you will manage customers by doing add, edit, delete on the System Manager.

System Manager:

Here we can manage the System Original Information and Customers’ data.

crm systemmanager

Company Profile: Here, we can edit the company logo, phone number, contact information, E-Mail, and other original information about the company.

System Utilities: This module inclcudes Backup function, Restore function , Initialize function for the company basic data

Migrate Data Files: Here, we can migrate the customers’ data and products’ & Sales Persons’ data for the initial state.

Master Files: Here are Customer, Supplier, Billing, Sales Person Information.

Combo Tables: Forex & GST & Country Management Feature

Staff Management: We can add employee and make group with them.

Quotation:

Here, we can create new quotation and do something that is related with quotation. This includes Quotation Setting, New Quotation, Quotation Listing, ZAP Quotation.

crm quotation

Invoice:

Here, We can set Invoice Configuration feature, and create new invoice. Also, Invoice listing and other listings such as AR, GST, GL, Stock listing, included.

crm invoice

Receipt:

Receipt Setting, New Receipt, Receipt Listing, ZAP Receipt function.

crm receipt

Accounts Receivable:

Audit Listing, Opening Balance b/f, Opening Listing, Debtor Statement, Offset Records, Debtors’ Listing, Debtors’ Ageing, ZAP Accounts Receivable.

crm accounts receivable

Stocks, Backend …

More details will be shared on contact with me…