CRM - Customer Relationship Management System 🤝📊

Simple CRM system, made as a final project for Java coding bootcamp in CodersLab.

Technologies used: Java 8, Spring Boot, Spring MVC, Spring Data, Hibernate, Spring Security, MySQL, Multithreading, JUnit and Thymeleaf. Libraries used: Lombok, OpenCSV, iText

Overview

The CRM system is a powerful tool that enables businesses to streamline their customer-related processes. It includes features such as customer data management, communication tracking, task management, and reporting.

Main features:

• User roles: employee, manager, owner and admin
• Adding and editing users by admin
• Adding and editing clients
• Searching clients from employee city by employee
• Searching all clients in database by manager
• Import and export CSV files with clients data
• Generating contracts with client
• Accepting contracts depending on contract value and user role
• Printing PDF files
• Adding events with client

Modules

• Sales Module:

  • Track leads, opportunities, and sales activities.

• Marketing Module:

  • Plan and execute marketing campaigns, track leads generated, and measure campaign effectiveness.

• Support Module:

  • Manage customer support tickets, track resolution times, and analyze support performance.

• Generating notifications for today's events

• API for clients