Customer Relationship Management
Sales
● Active
Dashboard
/crm
menu
/crm/menu
Leads
/crm/leads
Add Lead
/crm/leads/create
Follow Ups
/crm/followups
Today's Follow Ups
/crm/followups/today
Customers
/crm/customers
Opportunities
/crm/opportunities
Sales Funnel
/crm/funnel
Quotations
/crm/quotations
Invoices
/crm/invoices
Payments
/crm/payments
Activities
/crm/activities
Tasks
/crm/tasks
Notes
/crm/notes
Calendar
/crm/calendar
Reports
/crm/reports
Email Templates
/crm/email-templates
Email Campaigns
/crm/email-campaigns
Email Logs
/crm/email-logs
CRM Settings
/crm/settings
CRM Project Documentation
Development workflow & module guide
Development Flow
- ✓ manager.json configuration
- ✓ Routes/web.php registration
- ✓ Controller creation
- ✓ Model database connection
- ✓ View UI development
- ✓ Permission integration
CRM Workflow
- Lead Capture
- Lead Follow Up
- Opportunity Management
- Quotation Creation
- Invoice Generation
- Payment Tracking
Module Structure
CRM
|
├── manager.json
|
├── Routes
| └── web.php
|
├── Controllers
|
├── Models
|
├── Database
|
└── Views
└── menu
Future Enhancement
API integration, automation workflow, email marketing, AI lead scoring, reports dashboard, mobile app support.
CRM Project Workflow Documentation
Complete CRM module development flow and usage guide
Lead Management
- ✓ Create new leads
- ✓ Lead source tracking
- ✓ Lead status pipeline
- ✓ Follow-up scheduling
Sales Pipeline
- ✓ Opportunities management
- ✓ Pipeline stages
- ✓ Conversion tracking
- ✓ Sales forecasting
Quotation & Invoice
- ✓ Create quotations
- ✓ Convert quotation to invoice
- ✓ GST invoice management
- ✓ Payment tracking
Email Marketing
- ✓ Email templates
- ✓ Bulk campaigns
- ✓ Delivery logs
- ✓ Campaign reports
Payment Collection
- ✓ Record customer payments
- ✓ Update invoice balance
- ✓ Generate receipt
- ✓ Collection reports
Future Roadmap
- ⬜ WhatsApp Integration
- ⬜ SMS Marketing
- ⬜ Customer Portal
- ⬜ CRM Analytics Dashboard
CRM Complete Workflow
Lead
→
Followup
→
Opportunity
→
Quotation
→
Invoice
→
Payment
→
Reports