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