Simple Web-Based CRM Development

I want to build a clean, professional and easy-to-use CRM for my company, Laxmi Agro Power, a Biomass Pellet Manufacturing business in Parbhani, Maharashtra, India.

The CRM should focus primarily on managing biomass pellet sales leads, customers and follow-ups.

The system must:

* Run in any modern web browser
* Be mobile-friendly and responsive
* Be hosted on my own server
* Be fast, simple and reliable
* Have a clean interface that my team can learn within a short walkthrough

CORE MODULES

1. CUSTOMER DATABASE

Users should be able to easily:

* Add customers
* Edit customers
* Search customers
* Filter customers
* Delete/archive customers
* Import customers from Excel/CSV
* Export customer data to Excel/CSV

Customer fields should include:

* Company Name
* Industry
* Contact Person
* Designation
* Mobile Number
* WhatsApp Number
* Email
* Website
* Address
* City
* District
* State
* Lead Source
* Current Fuel Used
* Boiler Type
* Boiler Capacity
* Estimated Biomass Pellet Requirement (MT/month)
* Current Fuel Price
* Required GCV
* Moisture Requirement
* Customer Status
* Assigned Sales User
* Remarks

2. LEAD MANAGEMENT

Create a simple sales pipeline:

New Lead
→ Contacted
→ Interested
→ Sample Required
→ Sample Sent
→ Trial Required
→ Trial Completed
→ Quotation Sent
→ Negotiation
→ Order Received
→ Regular Customer
→ Not Interested

Users should be able to move leads between stages easily.

Show the pipeline visually so we can immediately understand how many leads are at each stage.

3. FOLLOW-UP / CONTACT HISTORY

Every customer/lead should have a complete contact history.

Log:

* Phone Call
* WhatsApp
* Email
* Meeting
* Sample Discussion
* Trial
* Quotation Discussion
* Other

Each activity should contain:

* Date
* Time
* Activity Type
* Notes
* Next Follow-up Date
* Assigned User

The customer profile should show the complete history in chronological order.

4. FOLLOW-UP DASHBOARD

The dashboard should clearly show:

* Today's Follow-ups
* Overdue Follow-ups
* Upcoming Follow-ups
* New Leads
* Interested Leads
* Quotations Pending
* Trials Pending
* Orders Received
* Active Customers

5. CUSTOMER PROFILE

When I open a customer, I should see everything in one place:

* Company information
* Contact information
* Lead status
* Assigned salesperson
* Estimated monthly pellet requirement
* Current fuel
* Boiler information
* All previous calls
* WhatsApp/contact history
* Meetings
* Samples
* Trials
* Quotations
* Orders
* Payment/remarks
* Next follow-up

6. SEARCH AND FILTER

I need fast search and filters for:

* Company Name
* Contact Person
* Mobile Number
* City
* District
* Industry
* Lead Status
* Salesperson
* Follow-up Date
* Customer Type

7. DASHBOARD

Create a simple professional dashboard showing:

* Total Leads
* New Leads
* Interested Leads
* Active Customers
* Today's Follow-ups
* Overdue Follow-ups
* Trials Pending
* Quotations Pending
* Orders
* Monthly Sales Leads
* Lead Conversion

Keep the dashboard simple and easy to understand.

8. USER LOGIN

Only two roles are required initially:

ADMIN

* Full access
* Add/edit/delete users
* View all customers and leads
* Import/export data
* Manage pipeline

STANDARD USER / SALES EXECUTIVE

* View assigned leads/customers
* Add leads
* Update lead status
* Add contact history
* Add follow-ups
* Update customer information

9. EXCEL IMPORT

This is very important.

I already plan to maintain a large database of potential biomass pellet customers.

The CRM must allow me to upload an Excel/CSV file containing 1,000+ companies and import them into the CRM.

During import:

* Detect duplicate companies
* Show import errors
* Map Excel columns to CRM fields
* Do not create duplicate records unnecessarily

10. EXPORT

Admin should be able to export:

* All customers
* All leads
* Filtered leads
* Follow-ups
* Customer data

into Excel/CSV.

11. COMMUNICATION

Where technically possible, provide quick buttons for:

* Call
* WhatsApp
* Email

For example, clicking WhatsApp should open WhatsApp with the customer's number.

12. DESIGN

The UI should be:

* Clean
* Professional
* Minimal
* Mobile responsive
* Fast
* Easy for non-technical employees

Avoid unnecessary complicated features.

13. TECHNOLOGY

Choose a reliable and lightweight web stack that you are comfortable maintaining.

The application should be suitable for self-hosting on my own server.

Please use a technology stack that is:

* Stable
* Secure
* Easy to maintain
* Easy to deploy
* Scalable for future development

14. DATA SECURITY

Customer information is business-sensitive.

Include:

* Secure login
* Password hashing
* Role-based access
* Basic protection against unauthorized access
* Database backup capability

15. DELIVERABLES

I require:

1. Fully working CRM
2. Complete source code
3. Database structure
4. Admin login
5. Standard user login
6. Sample customer dataset
7. Excel/CSV import
8. Excel/CSV export
9. Setup/deployment guide
10. Short video/screen recording demonstrating the CRM
11. Instructions for creating users
12. Instructions for taking/restoring database backups

ACCEPTANCE TEST

The project will be considered complete when I can:

1. Login as admin
2. Import a sample Excel file
3. See the imported companies
4. Create a new lead
5. Assign it to a sales user
6. Move the lead through different pipeline stages
7. Add a phone call/follow-up
8. See the complete contact history
9. Search/filter customers
10. Export the data
11. Login as a standard user and verify role permissions
12. Use the CRM comfortably from both desktop and mobile browser

IMPORTANT BUSINESS CONTEXT

This CRM is specifically for selling biomass pellets to industrial customers.

Our target customers may include:

* Textile companies
* Food processing companies
* Pharmaceutical companies
* Chemical industries
* Paper industries
* Sugar industries
* Dairy companies
* Hotels
* Manufacturing companies
* Industries using steam boilers
* Industries using biomass boilers
* Industries currently using coal, wood, briquettes, furnace oil or other fuels

The system should be designed around the actual sales process:

Lead → Contact → Follow-up → Sample → Trial → Quotation → Negotiation → Order → Regular Customer

Please prioritize simplicity, speed, reliability and ease of use over adding unnecessary features.