Rails CRM is a simple take on modern CRMs without. This CRM allows you to create accounts and keep up with them by creating tasks, documenting opportunities, and monitoring them with a dashboard that makes it possible to hit your goals and get paid!
**secondary tasks
User class
Create Sales Rep
Name
email
create an account
Account class - from here the user can CRUD contacts, opportunities, company information, and log connections has_many contacts, through account_contacts has_many opportunities belongs_to user
Company name
Address
Phone
User_id
Log a Connection (drop-down of calls, emails, research, plus notes section)
**Products bought List
**Time in state
Opportunity - When a sales rep makes a connection and has a conversation about a certain product. belongs_to account has_many opportunity_contacts
Products
Contacts
Account_ID
**time in state
**value of opportunities
Account and Contact Join Table needed (account_contacts is the name of the table) belongs_to account belongs_to contact
contact_id
account_id
Opportunity and Contact Table (opportunity_contacts is the name of the table) belongs_to opportunity belongs_to contact
opportunity_id
contact_id
Log a Connection (drop-down of calls, emails, research, plus notes section)
Opportunity and Product join table belongs_to :opportunity belongs_to :product
opportunity_id
product_id
Contact belongs_to account has_many opportunity_contacts
First Name
Last Name
Phone
email
Role
Account_id
Product
title
description
product_number
price
** Dashboard - the dash board will act as a hub for organizing the day.
Accounts with Opportunities (last connection)
Accounts with no Opportunities (last connection)
Latest Opportunities
**Oldest Leads
**Oldest Accounts