CRM & Lead Management System
A multi-user CRM that captures leads, assigns follow-ups and tracks every deal through the pipeline.
CRM & Lead Management System
The challenge
Leads were coming from ads, calls and referrals and were being tracked in spreadsheets. Follow-ups were missed and managers had no clear view of the pipeline.
Our solution
We built a web-based CRM with lead capture, assignment to team members, follow-up reminders, status tracking and role-based dashboards for managers and staff.
The outcome
Every lead has an owner and a next step, and management can see the whole pipeline at a glance.
Technology
PHP, MySQL, Bootstrap, jQuery, DataTables
More work
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