this is EsyCRM open source. This is now open source and free to use as you wish. No gurrantee or lic will come with it. Your contribute for further development of this FREE CRM which is running in https://esycrm.com with thousands of business users. Looking for code maintainers. Kindly send me mail dhiraj.patra@gmail.com
Yes we have a remote experienced team to customized or create new module for your business any time. Kindly contact us through https://esycrm.com
Customer Relationship Management (CRM) is a system that manages customer interactions and data throughout the customer life-cycle between the customer and the company across different channels. In this tutorial, we are going to build a custom CRM in PHP, which a sales team can use to track customers through the entire sales cycle.
We’ll be creating a simple CRM system for salespeople to:
Access their tasks View their leads Create new tasks for each lead Create new opportunity Close a sale Sales managers will be able to:
Manage all customers Manage sales team View current sales activities Download Demo Files
Building Blocks of a CRM Here is a list of the essential components of the CRM:
Leads: initial contacts Accounts: Information about the companies you do business with Contact: Information about the people you know and work with. Usually, one account has many contacts Opportunities: Qualified leads Activities: Tasks, meetings, phone calls, emails and any other activities that allow you to interact with customers Sales: Your sales team Dashboard: CRM dashboards are much more than just eye candy. They should deliver key information at a glance and provide links to drill down for more details. Login: Salespeople and managers have different roles in the system. Managers have access to reports and sales pipeline information.
System Requirements PHP 5.3+, MySQL or MariaDB Create CRM Database We will start by creating our custom CRM database. The main tables we will be using are:
contact — contains basic customer data notes — holds information collection from Contact by sales people. users — information about sales people
The Contact table contains basic customer information including names, company addresses, project information, and so forth.
The Notes table stores all sales activity information such as meetings and phone calls.
The Users table holds login information about users of the system such as usernames and passwords. Users can also have roles, such as Sales or Manager.
All other tables are lookup tables to join to the three main relational database tables.
contact_status — contains contact status such as Lead and Opportunity. Each indicates a different stage in a typical sales cycle task_status — the task status can be either Pending or Completed user_status — a sale person can be Active or Inactive todo_type — a type of task either Task or Meeting todo_desc — description of a task such as Follow Up Email, Phone Call, and Conference etc. roles — a user can be either a Sales Rep or a Manager
Login: email + 123456 / 12345678
Previously create with full Docker but as we needed to run the application into less expensive server so we needed to convert the docker server application to direct php application
- install PHP 7.4
- install Mysql 5.6
- install apache 2.4
- install most of the PHP libraries
- run composer install
- change the environment variable
- create virtual host [esycrmapp.lan] with apache
- run the application
- fill the database
- run a query in mysql: SET GLOBAL sql_mode=(SELECT REPLACE(@@sql_mode,'ONLY_FULL_GROUP_BY',''));
