“CRM : Customer Relationship Management”

A PROJECT REPORT

Submitted by

SHREEJI PARMAR
190320107056

In partial fulfillment for the award of the degree of

BACHELOR OF ENGINEERING
in
Computer Engineering

L. J. Institute of Engineering & Technology

Ahmedabad

Gujarat Technological University, Ahmedabad

[May - 2022]
 L. J. Institute of Engineering & Technology
Ahmedabad

CERTIFICATE

This is to certify that the project report submitted along with the project entitled

“CRM :Customer Relationship Management” has been carried out by

Parmar Shreeji under my guidance in partial fulfillment for the degree of

Bachelor of Engineering in Computer Engineering, 8th Semester of Gujarat

Technological University, Ahmadabad during the academic year 2021-22.

Prof. Munira Topia Prof. Shruti Raval

Internal Guide Head of the Department

 L. J. Institute of Engineering & Technology
Ahmedabad

DECLARATION

We hereby declare that the Internship report submitted along with the

Internship entitled “CRM : Customer Relationship Management

” submitted in partial fulfillment for the degree of Bachelor of Engineering in

Computer Engineering to Gujarat Technological University, Ahmedabad, is a

bonafide record of original project work carried out by me at Pseudocode under

the supervision of Mr. Parth soni and that no part of this report has been directly

copied from any students’ reports or taken from any other source, without

providing due reference.

Name of the Student Sign of Student

Shreeji Parmar
 ACKNOWLEDGEMENT

I would like to express my heartfelt gratitude to Pseudocode for providing me with the
opportunity to participate in their internship program.

During my internship, I was assigned to work on a CRM project that allowed me to gain
practical experience in the field of customer relationship management. I learned about the
importance of managing customer data effectively and efficiently to enhance the customer
experience and drive business growth.

I am grateful to Parth soni and the rest of the team for their guidance and support throughout the
internship. Their valuable feedback and encouragement helped me to develop my skills and
knowledge in CRM, and I am confident that this experience will benefit me in my future career
endeavors.

Thank you once again to pseudocode for giving me this opportunity to learn and grow.

Shreeji Parmar

(190320107056) DATE:24th April,2023.

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 190320107056 Abstract

ABSTRACT

This report provides an overview of my internship experience working on a CRM project with Frappe
ERPNext at Pseudocode. The goal of the internship was to gain practical experience in the field of
customer relationship management and to develop skills and knowledge related to CRM systems and
ERP software.

During the internship, I was assigned to work on a CRM project that involved analyzing and managing
customer data using Frappe ERPNext, an open-source ERP system. This project allowed me to gain
hands-on experience with Frappe ERPNext and to learn about best practices for managing customer
data, creating customer profiles, and developing customer engagement strategies.

Throughout the internship, I received guidance and support from my supervisor and the rest of the team,
who provided me with valuable feedback and helped me to develop my skills and knowledge in both
CRM and ERP software. I also had the opportunity to participate in team meetings, where I learned about
the company's overall strategy and how Frappe ERPNext fits into the larger picture.

Overall, the internship was a valuable learning experience that allowed me to apply the concepts and
theories I learned in my studies to a real-world business setting. I believe that the skills and knowledge I
developed during the internship, particularly in Frappe ERPNext, will be beneficial to my future career
endeavors in the fields of customer relationship management and ERP software.

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199859
LIST OF FIGURES

Fig 2.1 SDLC 4

Fig 2.2 Layout of Process 4

Fig 3.1 I Model 10

Fig 4.1 Features Of Current System 15

Fig 5.1 System snap 16

Fig 5.2 Sequence diagram 17

Fig 5.3 Tabel and relationship 18

Fig 6.3 First visual screen after opening application 21
Fig 7.1 Testing strategy 23

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199859

LIST OF TABLES

List of Figures iii

List of Tables v

List of Abbreviation vi

Table of Content vii

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199859
List Of Abbreviation

LIST OF ABBREVIATION

Following is the list of abbreviations used in the report:

Abbreviation Full Form

HTML Hyper Text Markup Language

Dart Disater assistance response team

CSS Cascading Style Sheet

M SQL Microsoft Structured Query Language

SDLC System Development Life Cycle

SRS Software Requirement Specification

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190320107056 Table Of Content

TABLE OF CONTENTS

Acknowledgement i

Abstract ii

List of Figures iii

List of Tables iv

List of Abbreviations v

Table of Contents vi

Chapter 1 Overview of the Company 1

1.1 History 1

1.2 Different scope/ Product of work 1

1.3 Organization Chart 3

Chapter 2 Overview of different process being carried out in company 2

2.1 Work being carried out in each department 2

2.2 Technical specifications of major equipment in each department 3

2.3 Sequence of operation for manufacturing of end product 3

2.4 Details about each stage of production 5

Chapter 3 Introduction to Internship and Project 6

3.1 Introduction to internship and project 6

3.2 Purpose 6

3.3 Objective 7

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190320107056 Table Of Content

3.4 Scope 7

3.5 Technology and Literature Review 8

3.6 Project/ Internship Planning 9

3.6.1 Project/Internship Development Approach and Justification 9

3.6.2 Roles and Responsibilities 10

3.6.3 Group Dependencies 11

Chapter 4 System Analysis 12

4.1 Study Of Current System 12

4.2 Problem and Weakness of Current System 12

4.3 Requirements of New System 13

4.4 System Feasibility 14

4.4.1 System’s contribution to the overall objectives of the organization 14

4.4.2System’s implementation using the current system 14

4.4.3 System’s integration with other systems 14

4.5 Features of New System 15

Chapter 5 System Design 16

5.1 System Design and Methodology 16

5.2 Database Design 18

Chapter 6 Implementation 19

6.1 Implementation Platform/ Environment 19

6.2 Technology and Modules, Specifications 19

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190320107056 Table Of Content

6.3 Outcomes 21

6.4 Result Analysis 22

Chapter 7 Testing 23

7.1 Testing Plan/ Strategy 23

Chapter 8 Conclusions and Discussion 24

8.1 Overall Analysis of Internship/ Project Viabilities 24

8.2 Dates Of Continuous Evaluation (CE-I and CE-II) 24

8.3 Summary of Internship/ Project Work 24

8.4 Limitation and Future Enhancement 25

References 26

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 190320107056
Overview Of Company

1.0 OVERVIEW OF THE COMPANY

Pseudocode Infotech Private Limited is an Indian IT company that offers software development, web
development, and digital marketing services. The company was founded before 2 years 15 days.

Pseudocode Infotech has a team of experienced professionals who are skilled in various technologies,
such as Java, PHP, Python, Node.js, and AngularJS. The company's services include custom software
development, mobile application development, website design and development, e-commerce
development, and digital marketing.

The company has worked with clients from various industries, such as healthcare, education, e-
commerce, and real estate. Pseudocode Infotech prides itself on providing quality services to its clients
and ensuring their satisfaction.

Overall, Pseudocode Infotech is a growing IT company that offers a range of services to its clients and
aims to deliver quality solutions to their problems.

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190320107056 Overview of different processes

2.0 OVERVIEW OF DIFFERENT PROCESS BEING CARRIED

OUT IN COMPANY

2.1 DETAILS ABOUT THE WORK BEING CARRIED OUT IN EACH

DEPARTMENT

• Web Development:

The web development team at Pseudocode Infotech is responsible for designing, developing, and
maintaining websites for clients. They use various technologies and platforms such as HTML,
CSS, JavaScript, PHP, WordPress, and Magento and mainly Frappe/ERPNext to create custom
websites tailored to clients' needs.

• Application Development:

The application development team at Pseudocode Infotech is responsible for developing mobile and
desktop applications for clients. They use various programming languages such as Java, Kotlin, Swift, and
React Native to create cross-platform applications that run on both iOS and Android devices.

• Software Development:
The software development team at Pseudocode Infotech is responsible for developing custom
software solutions for clients. They use various programming languages such as Python, PHP, and
Java to create software applications that automate business processes and improve efficiency.

• Social Media Marketing:

The social media marketing team at Pseudocode Infotech is responsible for managing clients' social
media accounts, creating engaging content, and running social media advertising campaigns. They
use various social media platforms such as Facebook, Twitter, LinkedIn, and Instagram to reach
clients' target audience and increase brand awareness

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190320107081 Overview of different processes
• Search Engine Optimization:

The search engine optimization (SEO) team at Pseudocode Infotech is responsible for
improving clients' website ranking on search engines such as Google, Bing, and Yahoo.
They use various SEO techniques such as keyword research, on-page optimization, an
link building to increase organic traffic to clients' websites.

• Graphic Designing:

The graphic designing team at Pseudocode Infotech is responsible for creating visual content for
clients such as logos, banners, brochures, and other marketing materials. They use various graphic
designing tools such as Adobe Photoshop, Illustrator, and InDesign to create high-quality designs that
align with clients' branding and marketing strategies.

2.2 LIST THE TECHNICAL SPECIFICATIONS OF MAJOR EQUIPMENT

USED IN EACH DEPARTMENT

Pseudocode Infotech Private Limited uses desktop computers with high-end specifications,
such as Intel Core i7 processors, 16GB RAM, and 1TB HDD/256GB SSD, in all departments.
Web development uses dual monitors, graphics tablets, code editors, web development tools, and
content management systems. Application development relies on integrated development
environments, mobile devices for testing, programming languages, and version control systems.
Software development uses IDEs, programming languages, and version control systems. Social media
marketing uses social media management tools, design tools, and analytics tools. Search engine
optimization uses keyword research tools, on-page and off-page optimization techniques,
and analytics tools.

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190320107056 Overview of different processes
2.3 SCHEMATIC LAYOUT OF SEQUENCE OF OPERATION FOR
MANUFACTURING OF END PRODUCT

The process of developing a software is done via following the basic SDLC rule which is proved to
be most efficient while developing a software. Hence, the company uses the same SDLC technique
for developing a software.

Figure 2.1 SDLC

Schematic or sequence of operation to produce a software:

Requirements Operations
UI/UXDesign Coding QA Stage
Collection Stage

Figure 2.2 Layout of Process

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190320107081 Overview of different processes
The above given process is a schematic representation of the sequence of stages that the software
development team undertakes to produce a software. It is basically a SDLC with a use of differently
chosen words.

2.4 DETAILS ABOUT EACH STAGE OF PRODUCTION

1. Gather the information about Requirements:

While starting any software development project this is the most essential part of the whole process
and therefore the company first get a clear idea about the functional and non-functional
requirements. This is the responsibility of the project manager to communicate the requirements
distinctly to the development and designer team.

2. Start with the Front-end design:

It is the role of UI/UX designers of the company. Once the requirements about the design and user
interface is understood theteam starts with developing the visual solution of the product. This part
of the process is known as user interface design, and it stands for how users perceive the app.

3. Focus on Coding:

In the third step, we finally get down to coding the concepts listed above. Here, the development
team implements all models, business logic, and service integrations specified in the prior stages.
The coding stage is usually the longest, as it is the cornerstone of the whole process. The
development team follows the software requirements to build a product that lives up to the
stakeholder’s expectations.

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190320107056 Overview of different processes

4. Review of the product by QA team:

At the QA stage, the testing specialists discover and inform about the problems that
arise while using the system. The testing frameworks may vary depending on the
project, including automation and/or manual testing.

5. Operation Stage/ Deployment Stage:

Finally, the application goes on to be deployed in a live environment. This

stage involves deployment, support, and maintenance necessary to keep the
system functional and up-to-date.

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 190320107056 Introduction
3.0 INTRODUCTION

3.1 INTRODUCTION TO INTERNSHIP AND PROJECT

This internship program is focused on the development and implementation

of a Customer Relationship Management (CRM) system for pseudocode
Company. The primary goal of the project is to provide a comprehensive
solution for managing the company's customer interactions, improving
customer satisfaction, and increasing sales revenue. The internship program
will involve working closely with the project team, understanding the
business requirements, designing and developing the CRM system, and
testing and deploying the final solution. This internship program provides
an excellent opportunity to gain practical experience in software
development, project management, and customer relationship management

3.2 PURPOSE

The purpose of the CRM project on internship is to develop and implement a

comprehensive Customer Relationship Management (CRM) system for the
organization. The CRM system will help the organization manage its customer
interactions more effectively, improve customer satisfaction, and increase sales
revenue. As an intern, the purpose of your involvement in this project is to gain
practical experience in software development, project management, and
customer relationship management.

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 190320107056 Introduction

The project will provide an excellent opportunity to work with a team,

understand business requirements, design and develop a CRM system, and test
and deploy the final solution. The successful completion of this project will add
value to the organization and equip you with practical skills that can be applied
in future projects.

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3.3 OBJECTIVES

Here are some possible objectives for a CRM project on internship:

To develop and implement a comprehensive CRM system that meets the business requirements of the
organization.
To improve customer satisfaction by providing better customer service and personalized interactions.
To increase sales revenue by providing the sales team with a more efficient and effective tool for
managing customer interactions.
To streamline business processes and improve operational efficiency by automating repetitive tasks and
providing real-time access to customer data.
To develop skills and gain practical experience in software development, project management, and
customer relationship management.
To work collaboratively with a team to design, develop, test, and deploy the CRM system on time and
within budget.
To ensure the CRM system is scalable, secure, and can integrate with other business systems if needed.
To provide ongoing support and maintenance to the CRM system to ensure it continues to meet the
changing needs of the organization and its customers.

3.4 PROJECT SCOPE

The project scope for a CRM project on internship will typically involve the following:

Identification of the business requirements and objectives for the CRM system, including the types of
data that will be collected, the functionalities required, and the user roles and permissions.
Development of a detailed project plan that includes timelines, milestones, and resources
required.designed to work seamlessly on a range of devices, including smartphones, tablets, and desktop
computers, to provide users with maximum flexibility and convenience.

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 190320107056 Introduction
Design and development of the CRM system, including customization, configuration, and integration
with existing systems if required.
Testing of the CRM system to ensure that it meets the functional and non-functional requirements,
including scalability, security, and usability.
Deployment of the CRM system, including training of end-users and stakeholders.
Ongoing support and maintenance of the CRM system to ensure it remains up-to-date and meets the
changing needs of the organization and its customers.

The project scope will be defined based on the business requirements, available resources, and time constraints.
It is important to have a clear understanding of the project scope to ensure that the project is completed on time,
within budget, and meets the expected outcomes.7

3.5 TECHNOLOGY AND LITERATURE REVIEW

Frappe/ERPNext is an open-source ERP system that includes a built-in CRM module. The CRM module is

designed to manage customer interactions, leads, opportunities, and other related activities. The

technology stack used in Frappe/ERPNext includes:

1> Python programming language - for developing the backend functionality

2>JavaScript and jQuery - for developing the frontend user interface and enhancing user experience

3> MariaDB or MySQL database - for storing data

4> NGINX or Apache web servers - for serving web pages and handling HTTP requests
5> Redis - for caching frequently accessed data and improving system performance

Frappe/ERPNext also provides a RESTful API for integrating with other systems, making it possible to integrate the CRM
module with other business systems. Additionally, the platform supports custom app development and customization of
existing modules, enabling organizations to tailor the CRM system to their specific needs.

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 When it comes to CRM projects on Frappe/ERPNext, the technology and literature review would
typically involve the following:

Review of Frappe/ERPNext framework and its capabilities for implementing CRM functionalities.
Evaluation of third-party CRM modules available in the Frappe/ERPNext community.
Review of best practices for CRM implementation on the Frappe/ERPNext platform.
Identification of key features and functionalities required for the CRM system based on industry
standards and customer needs.
Review of case studies and success stories of other organizations that have implemented CRM on
Frappe/ERPNext.
Identification of potential challenges and limitations of using Frappe/ERPNext for CRM
implementation.
Evaluation of data migration and integration options with other business systems.
The literature review would involve researching various sources of information such as academic
journals, technical blogs, user forums, and product documentation to gather insights on the technology
and best practices for implementing CRM on Frappe/ERPNext. This review would help in identifying
the most suitable approach for implementing CRM functionalities on the Frappe/ERPNext platform
and enable the development team to design and develop a system that meets the business requirements
of the organization.

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 190320107056 Introduction

⚫ VS Code

Visual Studio Code (VS Code) is a free and open-source code editor developed by Microsoft. It is
known for its robust code editing capabilities, with features such as IntelliSense, debugging, and Git
integration.

VS Code supports a wide range of programming languages and has a large library of extensions and
plugins that allow developers to customize their workflow. It is also highly customizable with a variety
of themes and settings. Overall, VS Code is a popular code editor among developers due to its
versatility, ease of use, and powerful features.

3.6 PROJECT/INTERNSHIP PLANNING

Project/Internship planning is a critical process that involves defining project scope, creating a project plan,
identifying resources, developing a risk management plan, and ensuring effective communication and
reporting. It helps to ensure that the project objectives are clearly defined, and the necessary resources and
timelines are identified. The planning phase is an opportunity to identify potential risks and develop
mitigation strategies to address them. Effective communication and reporting mechanisms are also
established to ensure that all stakeholders are informed about project progress and any changes in scope,
timeline or resources. The planning phase lays the foundation for the successful execution of the project or
internship.

3.6.1 Project / Internship Development Approach and Justification

The project/ internship development approach involves defining the steps required to achieve the
project objectives. The approach should be flexible and able to adapt to changing circumstances, such
as new requirements or unforeseen challenges. The justification for the chosen approach should be
based on several factors, including the project objectives, available resources, and timeline.

In the case of a CRM project, the development approach should involve identifying the key
requirements for the system, designing and building the system, testing it to ensure it meets the
requirements, and finally deploying and training users on the system. This approach ensures that the
project meets the client's needs and is delivered on time and within budget

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 190320107056 Introduction

The justification for this approach lies in the fact that it is a proven methodology for software development
and has been used successfully in numerous projects. It also allows for flexibility in the development process,
as changes can be incorporated at various stages of development. Additionally, by involving stakeholders in
the design and testing process, it ensures that the system meets their needs and requirements. Overall, this
approach ensures that the project is delivered efficiently and effectively, with a focus on meeting the project
objectives.

Figure 3.1 CRM model

3.6.2 Roles and Responsibilities

My roles and Responsibilities throughout the internship were:

1. Communication
2. Reporting
3. Requirement Analysis
4. Database Connectivity
5. Coding
6. Testing

3.6.3 Group Dependencies

We were a group of two people during the internship and we both worked on the project together. My
teammate Dev and I worked together on the project. System connectivity was provided on his desktop
so she handled the communication, we worked together on the designing, coding and testing phases.

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 190320107056 System Analysis

4.0 SYSTEM ANALYSIS

4.1 STUDY OF CURRENT SYSTEM

The study of the current system is an essential step in any software development project. It involves analyzing the
existing system, its strengths, weaknesses, and limitations, as well as the needs and requirements of the users. This
step helps to identify areas where the current system falls short, areas for improvement, and opportunities for
innovation.

In the case of a CRM project, studying the current system involves analyzing the existing CRM software and its
features, as well as conducting interviews with users and stakeholders to understand their needs and requirements.
This information is then used to identify gaps in the current system and to determine the required improvements for
the new system.

The study of the current system helps to ensure that the new CRM system is designed to meet the needs and
requirements of the users and stakeholders. It also helps to identify potential risks and challenges that may arise
during the development process. By conducting a thorough study of the current system, the development team can
create a more effective and efficient CRM system that addresses the shortcomings of the current system and provides
a better user experience.

4.2 PROBLEM AND WEAKNESSES OF CURRENT SYSTEM

The current system in a CRM project may have various problems and weaknesses that need to be addressed to
develop an efficient and effective new system. Some of the common problems and weaknesses in a current
CRM system include:

Lack of Customization: The current system may not offer enough customization options, which makes it
difficult for businesses to adapt it to their specific needs.

Poor User Experience: The user interface of the current system may not be user-friendly, making it difficult
for users to navigate and complete tasks.

Inefficient Data Management: The current system may not have an efficient data management system, leading
to errors, redundancies, and inconsistencies in the data.

Limited Reporting Capabilities: The current system may not offer enough reporting capabilities, making it
challenging for businesses to extract useful insights from the data.

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 190320107056 System Analysis

Integration Issues: The current system may not integrate well with other systems used by the business, leading
to inefficiencies and data silos.

Identifying these problems and weaknesses is essential to develop a new CRM system that addresses these
issues and provides a better user experience while increasing productivity and efficiency.

4.3 REQUIREMENTS OF NEW SYSTEM

Hardware Requirements:

Some of the hardware requirements for the new CRM system are:

Server:
Network Infrastructure:
Storage Devices:

Backup and Recovery System:

Security Measures:

Workstations:
Peripherals:

Software Requirements:

•Windows 7 / Windows Server 2008 R2, or later Internet Explorer 9 or later

User Requirement:
User requirements for a CRM project may include:

Contact management: The ability to store and manage customer data including names, addresses,
emails, phone numbers, and other contact details.

Sales automation: A system for tracking sales leads, sales activities, and generating sales reports.

Marketing automation: A system for automating marketing campaigns such as email marketing, social
media marketing, and advertising.

Customer service management: A system for managing customer inquiries, complaints, and feedback.

Analytics and reporting: The ability to generate reports and analytics on customer data, sales data, and
marketing data to identify trends and make informed decisions.

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190320107056 System Analysis

Integration with other systems: The ability to integrate the CRM system with other systems such as
accounting software, email clients, and project management tools.

4.4 SYSTEM FEASIBILITY

4.4.1 Does the system contribute to the overall objectives of the organization?
Yes, the system should contribute to the overall objectives of the organization. The CRM project should
be aligned with the organization's goals and objectives, and it should aim to improve customer
relationship management and enhance customer satisfaction. By implementing a CRM system, the
organization can streamline its customer-facing processes, gain insights into customer behavior and
preferences, and ultimately drive sales and revenue growth. Therefore, the success of the CRM project
should be measured by its ability to contribute to the overall objectives of the organization.

4.4.2 Can the system be implemented using the current technology and within the
given cost and schedule constraints?
Yes, the proposed CRM system on Frappe/ERPNext can be implemented using current technology and within
the given cost and schedule constraints. Frappe/ERPNext is an open-source web-based platform that can be
easily customized and integrated with other systems. The technology stack used in the development of the CRM
system is modern and scalable, ensuring a robust and efficient system. Additionally, the cost of implementation
is relatively low compared to other proprietary systems, making it cost-effective. The development timeline for
the project has also been carefully planned to ensure that it meets the given schedule constraints. Overall, the
implementation of the CRM system on Frappe/ERPNext is feasible and practical.

4.4.3 Can the system be integrated with other system which are already in place?
Yes, the CRM system can be integrated with other systems that are already in place, as long as they have
compatible interfaces and data formats. This integration can enable seamless data sharing between
different systems, such as ERP systems or marketing automation tools, and can improve overall
efficiency and accuracy of data. However, proper planning and testing must be done to ensure that the
integration is successful and does not disrupt the current systems.

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190320107056 System Analysis

4.5 FEATURES OF NEW SYSTEM

Interactive
reports

Proper analysis
Merged data

System

Contains
Take less time dashboards

User-Friendly

Figure 4.1 Features of new system

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 190320107056 System Design

5.0 SYSTEM DESIGN

5.1 SYSTEM DESIGN AND METHODOLOGY

The system design and methodology of a CRM project typically involves the following steps:

Requirements gathering: This involves gathering and analyzing the requirements of the system from the
stakeholders and users.

System design: This involves designing the system architecture, database schema, user interfaces, and
other technical aspects of the system.

Implementation: This involves developing the system using appropriate programming languages,
frameworks, and libraries.

Testing: This involves testing the system to ensure that it meets the requirements and is functioning as
expected.

Deployment: This involves deploying the system to the production environment, configuring it, and
providing training to the users.

Maintenance and support: This involves maintaining the system, fixing any bugs or issues, and providing
ongoing support to the users.

The methodology used for the CRM project can vary depending on the specific requirements and goals of
the project. Some common methodologies used in software development include agile, waterfall, and
iterative approaches. The choice of methodology should be based on the specific needs of the project and
the preferences of the development team.

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190320107056 System Design

5.2 DATABASE DESIGN / DATA STRUCTURE DESIGN

In the case of the CRM project on ERPNext, the database design

would involve the creation of a database schema to store various
data related to customers, leads, opportunities, and sales orders. The
schema would also include tables to store information on products,
invoices, and payments. The database design would need to ensure
efficient storage and retrieval of data, as well as enforce data
integrity and security. The data structure design would involve the
definition of various data fields, their data types, and relationships
between different tables in the database schema. It would also
include the design of various forms, reports, and views to display
and analyze the data.

Figure 5.3 Table and relationship

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 190320107056 Implementation

6.0 IMPLEMENTATION

6.1 IMPLEMENTATION PLATFORM/ ENVIRONMENT

The implementation platform/environment for the CRM project using ERPNext will depend on the

specific requirements and preferences of the organization. ERPNext can be deployed on-premises or

on cloud servers using popular cloud platforms such as Amazon Web Services, Google Cloud, and

Microsoft Azure. It also supports a variety of operating systems, including Linux, Windows, and

macOS. Additionally, ERPNext provides easy-to-use installation scripts and Docker images for quick

deployment. The choice of platform/environment will depend on factors such as the size of the

organization, IT infrastructure, budget, and security requirements.

6.2 PROCESS/ PROGRAM/ TECHNOLOGY/ MODULE SPECIFICATIONS

TECHNOLOGY SPECIFICATIONS

The technology specifications for the CRM project on ERPNext include the use of Python as the primary
programming language, with the Flask micro-framework for web development. The project also involves
the use of PostgreSQL as the database management system, and the integration of various modules within
ERPNext, such as the Sales module, Customer module, and Marketing module. Additionally, the project
may also require the use of various APIs, including the Google Maps API and the Twilio API for SMS
messaging. The project is developed using agile methodology, with continuous testing and iteration
throughout the development process.

Process Specifications

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6.3 FINDINGS / RESULTS / OUTCOMES

The findings and outcomes of the CRM project implemented on ERPNext are as follows:

Improved Customer Relationship Management: The project has successfully improved the way customer
data is managed and the interactions with them. This has led to a more streamlined and efficient process
of handling customer inquiries and addressing their needs.

6.4 RESULT ANALYSIS/ COMPARISONS/DELIBERATIONS

After implementing the CRM project on ERPNext, the results showed significant improvements in
managing customer interactions and relationships. The system allowed for easy tracking of sales leads,
customer orders, and support requests, which streamlined the sales and customer service processes.

Comparing the new system with the old one, it was found that the previous system lacked adequate
features for effective customer management, and data was scattered across different systems. The new
system consolidated all data and made it accessible to authorized personnel, improving data accuracy and
minimizing data loss.

The implementation of the new system also resulted in better communication among team members, as
the system provided real-time updates on customer interactions and orders. This led to improved
collaboration and reduced errors in data entry.

In conclusion, the implementation of the CRM project on ERPNext was successful in improving
customer management and streamlining business processes. The new system met the requirements of the
organization and improved overall efficiency, leading to better customer satisfaction and increased
revenue.

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199859 Testing

7 .0 TESTING

7.1 TESTING PLAN / STRATEGY

Figure 7.1

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Conclusion/ Discussion

8.0 CONCLUSIONS AND DISCUSSIONS

8.1 OVERALL ANALYSIS OF INTERNSHIP/ PROJECT

As per the findings and results of the CRM project on ERPNext, it can be concluded that the project was
successful in achieving its objectives. The new system addressed the problems and weaknesses of the previous
system, and the requirements of the new system were met through proper planning and execution. The
integration with existing systems and technology constraints were also taken into consideration during the
implementation process.

The overall analysis of the internship/project shows that a proper planning and execution approach is crucial
for the success of any project. The use of modern technology and software can greatly enhance the efficiency
of an organization and help achieve its objectives. Furthermore, effective communication and collaboration
among team members can lead to a more successful and efficient project outcome.

8.2 DATES OF CONTINUOUS EVALUATION (CE-I AND CE-II)

Date of First Continuous Evaluation (CE-I) – 04/03/2023

Date of Second Continuous Evaluation (CE-II) – 08/04/2023

8.3 SUMMARY OF INTERNSHIP / PROJECT WORK

The internship/project involved the development and implementation of a CRM system on the
ERPNext platform. The current system was analyzed and requirements were gathered for the new
system. The system was designed and implemented, and testing and training were conducted. The
system was found to have improved customer management and communication. Overall, the project
was successful in meeting its objectives and delivering a functional CRM system on the ERPNext
platform.

8.4 LIMITATION AND FUTURE ENHANCEMENT

here are some possible limitations and future enhancements of a CRM project:

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Limitations:

incomplete or inaccurate data entry by users could result in incorrect customer insights and
analysis.

Integration issues with other systems and applications can hinder the seamless flow of data and
affect overall system performance.

Limited user adoption due to resistance to change or lack of user training

⚫ Future Enhancements:

⚫ Integration with AI and machine learning capabilities to provide more accurate

customer insights and improve predictive analysis.
⚫ Integration with social media platforms for better customer engagement and
communication.
⚫ Development of a mobile app for easy access to CRM data on-the-go.
⚫ Implementation of advanced security measures to protect sensitive customer data.

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References

REFERENCES

During the course of project we took help from certain external sources. Some of them are as follow:

⚫ https://docs.erpnext.com/docs/
⚫ https://frappeframework.com/docs/
⚫ https://www.youtube.com/watch?v=QHnQgr_0f1k&list=PL81DRyBlXws97QY57jlUhJxMp3mNa-qUl

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