Sales / Client Tool
We need a nice look online browser application created in php and mysql.
We like this idea (http://www.simplecustomer.com) but just need it with a few more features.
We want it the following sections
1) CLIENTS
2) SALES
3) PROJECTS
4) REPORTS
In clients we will enter our client details here with the option to delete/edit/add. Clients details would include (Company name, contact, address, telephone, mobile, fax, email, website, notes). In the clients section you can view all, or search for a name. if you click on a client it will show all appointments/notes/projects for that client.
In Sales section we want user to be able to enter appointments & notes per client. A calendar where they can enter their appointments and times. Then a notes section per client – where the user will enter details after a telephone call or appointment. An outcome box would be good also – if a sale is made it is checked – and this is then used for report stage.
In the projects section you should be able to add/edit/delete a project, a project can have one of three status – these being :
