CaRMen

A Customer Relationship Management system

The foundational thought for this project is to create a CRM system that is ACID and GDPR compliant,

Build on shoulders of Giants

This project is built on top of many other great projects. As foundation Symfony is used to manage routes, controllers and fundamental features.

As a cookie manager I use : https://silktide.com/consent-manager/install/

Install

I have not made an installer yet. But insert these menu items as a start. INSERT INTOmenu_item (id,name,title,route,menu,parent) VALUES (1,'Menu Items','Menu Items','/menu/item','admin',0), (2,'Hjem','Hjem','/','main',0), (3,'Login','Login','/login','main',2), (4,'Logout','Logout','/logout','main',2), (5,'Register User','Register User','/register','admin',0), (6,'Kundeliste','Kunder','/customer',0); sass -w sass/:assets/styles/ `

migration of test database

php bin/console doctrine:database:create --env=test php bin/console make:migration --env=test php bin/console doctrine:migrations:status --env=test php bin/console doctrine:migrations:migrate --env=test

This doesnt work

It has generated migration with DEFAULT which is incompatible with sqlite.

How to update assets

bin/console asset-map:compile

Usage of components

Autocomplete

https://symfony.com/bundles/ux-autocomplete/current/index.html

Wishlist for features

Users and permissions

Leads - Collect leads from facebook and website.

Customers

Deals - a calendar event

KPI - some sort of ranking on events.

Lead qualification - Rank leads

Reporting - tables and graphs of KPI's

Customerlifecycle - visualization of the customer journey.

Automation - When an enity reaches some state it should be able to trigger some actions.

Email - Templates for standard emails for customers

Department - A user can belong to a department

Teams - Some structure of colaboration between users.

Calendar - scheduled appointments.

Integrations - Zapier, Facebook, mail system.

Internationalization - possibility to have more languages in the user interface.

Research

Why are CRM faling https://www.researchgate.net/profile/Mohamed-Tazkarji/publication/340550301_Reasons_for_Failures_of_CRM_Implementations/links/63fe7a9ab1704f343f8d4233/Reasons-for-Failures-of-CRM-Implementations.pdf

Notes

Error page handling : https://symfony.com/doc/current/controller/error_pages.html

Install profiler : https://symfony.com/doc/current/profiler.html

Translation : https://medium.com/@andrew72ru/store-translation-messages-in-database-in-symfony-3f12e579df74