Bajaj Qena CRM — Sales & Installment Management System
Internal CRM for Bajaj Qena in Upper Egypt — customers, deals, vehicle inventory, installment plans and payments, follow-ups, documents and reports, with separate admin and customer-service portals.
Bajaj Qena CRM brings sales, installments and customer service into one Laravel application: customers, deals, vehicles, installment schedules and payments, with a follow-up trail on every customer.
What I built
- Two sign-in portals: a full admin panel with reports, staff and settings, and a customer-service portal with customers, follow-ups and the installment calculator
- Customer records with an event history and scheduled follow-ups
- Deals linked to vehicles and products, with inventory tracking
- Installment plans, payment recording and an installment calculator
- Document log with PDF output, data import, and reports
- Role profiles for permissions, an activity log and built-in backups
The engineering decision
Customer-service staff and managers need different things from the same records, so the system has two separate doors instead of one menu with hidden items: the service portal shows customers, follow-ups and the calculator, and the admin portal adds reports, staff and settings.
Installment records are money owed, so permissions are role profiles and changes are written to an activity log.
Technologies used
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