Basic CRM system by Peter Heylin
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README.md

crm

Basic CRM system

This is a basic CRM system that can be used by individuals or small businesses to manage customers and propects. Features include:

  • Easy to browse / search company and contact database
  • Ability to efficiently add summary of calls / emails
  • Easy tracking of all calls / emails with company contacts
  • Salesperson reporting function
  • Administrative features such as user and data backup management

A future feature I had been working on that I did not release was the ability to generate quotes and invoices within the CRM and export the details as PDF and the PDF could then be emailed to customers / prospects.

This basic CRM was developed four or five years ago back in 2011 / 2012.

I developed this application in my early coding days which at the time successfully accomplished the task at hand. Software development is a constant learning experience and I must inform you that no updates have been made to this application in a few years because I now build applications using frameworks such as CakePHP.

I may revisit and rebuild/update this application in the future. In the meantime, I have released the existing code in case anyone is looking for a basic CRM system for a small team or organisation.