Getting Started with CRM Basics Understanding CRM Systems Before diving into creating a conversation log for your CRM using PHP, let’s chat about what a CRM actually is. CRM stands for Customer Relationship Management, a tool that helps businesses manage interactions with current and potential customers. It’s like having a magic notebook where you can […]
Building a CRM (Customer Relationship Management) system using PHP and MySQL can be a game changer for your business. I mean, who doesn’t want to keep track of interactions with customers, manage leads, and streamline processes? Let’s dive into how I put it all together, step by step! Step 1: Planning Your CRM Structure Define
Planning Your CRM Conversation Log Understanding the Purpose When I first thought about creating a conversation log for my CRM, it was crucial to understand why I needed it. A conversation log serves as a historical record of interactions with customers. This means every email, phone call, or chat becomes part of your database, providing
Understanding CRM Systems What is a CRM? So, let’s kick things off by talking about what CRM really means. Customer Relationship Management is like your trusty sidekick for business. It helps you organize and manage your interactions with current and potential customers. Think of it as a smart tool in your toolbox that keeps everything
Planning Your CRM Understanding Your Requirements Before diving headfirst into coding, it’s crucial to sit down and map out what you actually need from your CRM. For me, it was all about keeping track of customer information, sales interactions, and follow-ups. I recommend making a list of features you want, like contact management, sales tracking,