README.md

Immigration Advisor Customer Relationship Management

Introduction

This is a CRM system built for an immigration advisor company in Australia. Based on the contract, we are not allowed to maintain the source code, this project only contains the user manual

Technology, Libraries & SDKs

1. CakePHP 3
2. jQuery 3.4.0
3. Bootstrap 4.3.1
4. DataTables
5. FullCalendar
6. jQueryValidation
7. Formio.js
8. Daterangepicker
9. Xero PHP oAuth2
10. Dropbox PHP SDK
11. Google API PHP Client

Core Features

Form Builder

Build customized forms for each kind of enquiry.

Calendar

Managing appointments with customers and upcoming events - integrated with Google Calendar.

Business Report

Statistics on the business status, including financial data.

Progress Tracking

Customers can track their application status (updated by agents).

Custom Email Templates

Send email filled automatically with customer's info in seconds.

Users Management

Managing customers and working staffs

Notes & Reminders

Taking notes and creating reminders for specific customers/applications.

To-do List

Creating to-do tasks with priority level and due date

File Management

Manage customers' files and creating new folder for customer from template in seconds.

Invoices Management

Import and link invoices from Xero to the customers.

Other Screenshots