Building a Comprehensive CRM System with .NET and MySQL
Hello everyone, welcome back to my channel! In this video, I'll be showcasing a comprehensive CRM system I've developed using .NET and MySQL as the database. This system is designed to streamline customer relationship management for businesses, with features for both admins and agents.
Section 1: Admin Dashboard
First, let's take a look at the admin dashboard. As an admin, you'll have access to the following features:
Adding Employees: Easily add new employees to the system, assigning them roles and permissions.
Uploading Leads: Upload new leads to the system, either manually or through a CSV file.
Deleting Leads: Remove leads that are no longer relevant or have been converted to customers.
Agent Break Summary: View a summary of agent breaks, including the number of breaks taken and the total break time.
Revenue Dashboards: Get an overview of revenue generated by agents, including total revenue and revenue by agent.
Agent Work Summaries: View a summary of agent work, including the number of leads worked on and the number of conversions.
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Section 2: Agent Features
Now, let's move on to the agent features. As an agent, you'll have access to the following features:
Auto-Calling: Automatically call leads at a 7-second interval, saving you time and increasing productivity.
Search Module: Search for leads by lead ID or customer credential, making it easy to find specific leads.
Opportunity Module: View and manage opportunities, including creating new opportunities and updating existing ones.
Callback Module: Schedule callbacks with leads, ensuring you follow up with them at the right time.
Add Leads Module: Add new leads to the system, either manually or through a CSV file.
History Section: View a history of all interactions with leads, including calls, emails, and meetings.
Break Module: Take breaks and log them in the system, ensuring you stay organized and focused.