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client_management_system's Introduction

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About this application

This is a simple web application used for client management. The system is built using laravel and VueJS. It runs on an Nginx webserver and a MySQL database.

The functionalities of this system include but not limited to;

i. Registration of FAs and clients

ii. Authentication of FAs and clients

iii. Creating and Assigning Leads

iv. Following up on the leads โ€“ A follow up can be:

a. A call

b. Email

c. Text message

d. Physical meeting

e. Any other form of interaction

v. An FA should be able to schedule future interactions with a lead, these can be one time or regular

vi. Converting the leads to deals

vii. Generation of reports

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