Project title: Customer Relation Management (CRM)

INTRODUCTION:
Objective:
The objective of the “CRM” is to handle all the Customer-supplier relationship between different
sectors through this automated system. This automated system will help in reducing the paper work by the
user drastically. It keeps all the important information saved safely in the database which can be taken back
up from time to time. The system is user friendly and easy to use easy to use. The efficiency is improved
for everyone involved by the automated systems. Data storing is easier.

Scope:
The “CRM” is helpful in keeping information about leads or customers and to be in contact with
them always. Any issues of the customer will be noted down in this automated system and with respect to
it, the issues will be solved. The software is able to gain all the information required.

Project Category:
Network based Application

Description:
The software to be produced in on “Customer Relation Management (CRM)”. At first comes
the customer master. This includes the customers who have already in contact with the company and are
on with company business. The user can add, delete or modify the existing details. Next is the lead. Leads
are same like customers with business opportunity where the company wants to do business with them.
Their complete information is noted down in the automated system. The user can add, delete or modify the
existing details. This also includes the name of the person from the lead information was available. Now
the user/admin enters the name of the employee and assigns lead to collect information and to carry on
business. When the employee logs in, he can view the entire assigned task and the deadline. According to
it, the employee visits the lead office. If he gets any business, it will be entered in this system. Finally the
user can estimate how much business each employee has got. Employee master is included where the user
can enter his name, address, contact and his basic salary. The user can add, delete or modify the existing
details. Reports can be generated for any month. Admin has more authority than any other users. He can
choose any user to use the software and the modules he select, can only be viewed and used by that particular
employee. Admin provides username and password to employee for login purpose.

Modules of the software:

 Account Configuration:
 Login registration: Admin has more authority than any other users. He can choose any
user to use the software and the modules he select, can only be viewed and used by that
particular employee. Admin provides username and password to employee for login
purpose.
 Password change: The user can change the password by entering his first password if
necessary.
 Login History: The software keeps track of the login history. This can be viewed only by
the admin. It provides the employees login time and logout time. Through this the admin
comes to who has worked how much.
 Employee Masters: Employee master is included where the user can enter his name,
address, contact and his basic salary. The user can add, delete or modify the existing details.
 Customer Master: This includes the customers who have already in contact with the
company and are on with company business. The user can add, delete or modify the
existing details.
 Lead Master: Leads are same like customers with business opportunity where the
company wants to do business with them. Their complete information is noted down in the
automated system. The user can add, delete or modify the existing details. This also
includes the name of the person from the lead information was available.
 Assign task: Now the user/admin enters the name of the employee and assigns lead to
collect information and to carry on business. When the employee logs in, he can view the
entire assigned task and the deadline.
 Business Opportunity: According to it, the employee visits the lead office. If he gets any
business, it will be entered in this system. Finally the user can estimate how much business
each employee has got.
 Report: At the end of the month report is generated to calculate the payment of each
customer who arrived and purchased the apartment in that particular month.
 Logout: This module allows the user to Logout the application. Further operations cannot
be performed after user exits.