About

Build a simple CRM that meets the following requirements provided at the given budget and you install in our given cloud server: 1. Customer and Contact Management, store leads and contacts 2. Pipeline Management, track deals and customers through stages 3. Send and receive email from within CRM and built in telephony to make and receive calls 4. Analytics and Dashboards, basic reports to monitor deals and progress 5. Task Manager linked to contact records 6. User login and logout report MVP Feature Set a. Accounts and Users Admin user role with full access Standard user role with limited access to assigned records b. Contacts and Leads Create, read, update, delete contact records Import and export CSV Link contacts to company records and deals c. Deals and Pipelines Create multiple pipelines Define stages per pipeline Move deals between stages and record timestamps d. Activities and Tasks Create tasks and assign to users Link tasks to contacts and deals Task status and reminders f. Email Send and receive email from contact record Email threading and basic templates Option to use SMTP or dedicated provider like SendGrid g. Telephony Make outgoing calls from the browser using Twilio Client or similar Receive incoming calls and create call logs on contact records Store call recording links and duration h. Dashboards and Reports Basic KPI dashboard with counts by pipeline, deals by stage and user activity Exportable report CSVs i. Audit and Sessions Store login events and logout events per user Admin view to filter by date user and export session logs Action audit log for create update delete operations