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SimpleCRM

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What is SimpleCRM?

Simple CRM seeks to provide a simple interaction database for an organization to track interactions with other individuals at hosted events. This CRM can be managed by a one-person shop to a small business and is perfect for anyone looking to quickly start tracking connections at their events. This project was inspired by a friend with the need for a simple CRM to track interactions with people at events they host.

SimpleCRM is a web application that allows for the basic functionalities of a Customer Relationship Management system. The user may create customers, bind those customers to their organization, create events, and log interactions at those events.

How to use SimpleCRM

Customer Features:

  • Assign an organization to a customer
  • Edit the relationship status of a customer
  • Assign a role to the customer
  • grant points to a customer

Organization Features:

  • Assign a name, address, and industry to an organization

Event Features:

  • Assign a beginning date/time and an ending date/time for the event
  • Give the event a title and topic

Interaction Features:

  • Record interactions for each event
  • Each recorded event assigns an amount of points to the customer

Getting Started

SimpleCRM is a web app (MVC) built in C# and .NET Framework (v 4.8) and is hosted in Azure. You can access the app at this addres: https://simplecrm2020.azurewebsites.net/

  • Prerequisites
  1. Client should be an up-to-date web browser like Edge, Chrome, or Firefox
  2. Users can register at https://simplecrm2020.azurewebsites.net/Account/Register

Contact Me

Creator:

Project Repository: https://github.com/kmpcool123/DigiDex

Acknowledgements and Resources

About

Final project for EFA Software Development Cohort. MVC built with CSharp. The app is a CRM that allows someone to track contacts, create events, and grant points to contacts if they attend the event.

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