Overview

📖 Project Overview¶

Develop a comprehensive CRM system to manage client relationships, projects, invoices, and IT service workflows.
Integrate a job portal for IT professionals to apply for jobs and for companies to recruit talent.
Provide a secure and scalable backend with real-time notifications and automation.
Ensure seamless payment processing, invoicing, and HR management within the CRM.

🛠 Features & Development Plan¶

🔹 CRM Core Modules¶

1️⃣ Client Management Module

✅ Add, edit, and manage client profiles.
✅ Track project discussions, support tickets, and service requests.
✅ Secure document sharing (contracts, NDAs, etc.).
✅ Automated follow-ups and notifications.

2️⃣ Project Management Module

✅ Create, assign, and track projects with deadlines.
✅ Task and milestone tracking for different departments.
✅ Status updates, priority settings, and alerts.
✅ Collaboration tools for team communication.

3️⃣ Invoice & Payment System

✅ Generate invoices and manage payment records.
✅ Integrate Stripe, PayPal, and local payment gateways.
✅ Auto-reminders for pending payments.
✅ Secure transaction logs for auditing.

4️⃣ HR & Job Portal Module

✅ IT professionals can submit CVs and apply for jobs.
✅ AI-powered CV screening and applicant ranking.
✅ Company HR can post jobs and schedule interviews.
✅ Digital employee onboarding & document verification.

5️⃣ Support Ticketing System

✅ Clients can raise IT support tickets.
✅ Auto-assign tickets to relevant support teams.
✅ Real-time chat & email notifications for responses.
✅ Track ticket resolution time & feedback collection.

6️⃣ Admin Panel & User Roles

✅ Role-based access control (Admin, HR, Clients, Employees).
✅ Analytics dashboard for user activity tracking.
✅ Custom permission settings for modules & data.
✅ Audit logs for transparency.

🛠️ Tech Stack & Implementation¶

Frontend & Backend¶

🔹 Laravel – Secure backend framework.
🔹 Vue.js & Blade – Interactive UI & dashboards.
🔹 MySQL – Structured database for storing CRM data.
🔹 Redis – Caching for fast performance.

API & Security¶

🔹 REST API with OAuth 2.0 – Secure authentication & third-party integrations.
🔹 JWT (JSON Web Tokens) – User login/session management.
🔹 AWS S3 / DigitalOcean Spaces – Secure file storage.
🔹 Cloudflare & Nginx – DDoS protection & performance optimization.

Deployment & Performance¶

🔹 Docker – Containerized deployment for scalability.
🔹 AWS / DigitalOcean – Cloud hosting solutions.
🔹 New Relic & Sentry – Monitoring and error tracking.

📌 Development Timeline & Milestones¶

Phase 1: Planning & Setup (Week 1-2)¶

✔ Define requirements, workflows & UI/UX design.
✔ Set up project in Jira, Slack, and GitHub.
✔ Database schema and initial API development.

Phase 2: Core Modules Development (Week 3-6)¶

✔ Develop Client Management & Project Tracking modules.
✔ Implement Invoice & Payment Gateway.
✔ Set up Role-Based Access Control (RBAC).

Phase 3: Job Portal & HR Features (Week 7-9)¶

✔ Develop Job Listings & Applications module.
✔ AI-based CV screening & interview scheduling.
✔ Integrate HR & onboarding workflow.

Phase 4: Security, Testing & Optimization (Week 10-12)¶

✔ Conduct penetration testing & security audits.
✔ Performance optimization & caching.
✔ Bug fixes and final testing.

Phase 5: Deployment & Go-Live (Week 13-14)¶

✔ Deploy on AWS/DigitalOcean with Docker.
✔ Final data migration & user onboarding.
✔ Launch CRM with support & maintenance setup.

📢 Team & Responsibilities¶

🔹 Project Manager – Oversees development, timelines & client requirements.
🔹 Backend Developer (Laravel) – API, database, authentication & logic.
🔹 Frontend Developer (Vue.js & Blade) – UI design & user experience.
🔹 Database Engineer (MySQL & Redis) – Schema design & performance tuning.
🔹 DevOps Engineer – Deployment, security, and server setup.
🔹 QA & Testing Specialist – Test automation & bug reporting.