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Client Management System

The Client Management System is a web-based application designed to streamline the management of client information and interactions. This system provides a user-friendly interface for efficiently handling client data, tracking project statuses, and maintaining comprehensive client records.

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Features

  • Client Information Management: Add, edit, and delete client details, ensuring up-to-date records.
  • Project Tracking: Monitor the status of client projects, categorizing them as 'In Progress' or 'Closed'.
  • User Authentication: Secure login and registration for staff members to manage client data.
  • Recent Activities: View a history of recent client interactions and updates.
  • Data Export: Export client data to Excel for reporting and analysis.

Installation

To set up the Client Management System locally, follow these steps:

  1. Clone the Repository:

    git clone https://github.com/rprakashdass/client-management-system.git
    cd client-management-system
  2. Set Up the Database:

    • Create a MySQL database named client_db.
    • Import the provided client_db.sql file to set up the necessary tables:
      mysql -u your_username -p client_db < client_db.sql
  3. Configure the Application:

    • Ensure your server environment supports PHP and MySQL.
    • Place the application files in your server's root directory (e.g., htdocs for XAMPP).
  4. Start the Application:

    • Access the application through your web browser:
      http://localhost/client-management-system/
      

Usage

  • Staff Registration: Navigate to the registration page to create a new staff account.
  • Staff Login: Use your credentials to log in and access the dashboard.
  • Dashboard: View and manage client information, update project statuses, and export data as needed.

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