CRM App (Initial mock up)

A CRM (Customer Relationship Management) consolidates customer information and documents into a single database so business users can more easily access and manage it. Other main functions include recording various customer interactions (over email, phone calls, social media or other channels, depending on system capabilities), automating various workflow processes such as tasks, calendars and alerts, and giving managers the ability to track performance and productivity based on information logged within the system.

These are some of the goals to complete when deploying this product. This will hopefully help manage and automate those processes specifically for the non-profit sector. This will help individuals obtain donations from individuals in different organizations.

Login Page Mockup

• Once the user logs in with an email address and password, it will link that information with their registered account. If you would like to see an example of the code base for working on the login page, please see the following: https://github.com/mmetterle/crm-app-frontend/tree/crm-data-grid-feature/crm-login-form-master

Dashboard Mockup

• Once the users logs into the CRM, they will be taken to the following dashboard. The dashboard will allow them to navigate to all the appropriate areas to track customer data.

Top 50 Contributors Mockup

• When navigating to this feature from the dashboard, this will initially list the top 50 contributors or less for making donations that currently pertain to that CRM user's account. After clicking the drop down "View All Names", it will produce a global list of all contributors regardless of the CRM user's account. If you would like to see an example of the code base I am currently working on for creating data-grids in react for this feature, please see the following: https://github.com/mmetterle/crm-app-frontend/tree/crm-data-grid-feature/crm-data-grid-master

Leads

• After navigating to the leads feature from the dashboard, this will list the total amount of leads (number of individuals that are interested in making donations), the number of occurrences that have taken place to obtain those leads, and the total amount that has been donated. This can also be broken down in more detail when clicking on the donation amount. It will list the names of the individuals, how you met them and their individual donation amount.

Todo List

• This is a simple todo list that will track the tasks to complete for each user in order to obtain donations from different leads. When tasks are not completed by the end of the week, whatever remains will be automatically carried over to the next week.